2 - 7 years
4 - 9 Lacs
Posted:20 hours ago|
Platform:
Work from Office
Full Time
To facilitate the client onboarding, client servicing, order origination & order management; To maintain client records.
- PMS client onboarding
- Training & assisting Monarch branch executives/investment advisors in onboarding of PMS clients.
- Trade origination and order management, facilitating data flow between broker as well as custodian for data/trade logging
- Developing and maintaining the required data/records
- Client servicing and solving client queries
Graduate preferably with post graduate degree in Finance/ Marketing
>=2 Years in back-office operations, data handling and record keeping; Client onboarding experience will be an added advantage
Proficiency in basic data handling tools like Excel, Experience in eKYC, digital onboarding of clients
Excellent Communication (both oral & written) and interpersonal skills.
Team player; Self-motivated
Monarch Networth Capital
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