Posted:4 days ago|
Platform:
On-site
Full Time
JOB ROLES & RESPONSIBILITIES
OPERATIONS:
Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc.Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, ProspectsE-mail Communication: at each process: on-boarding, Cash Account Updates, Execution
REPORTING:
Track & Maintain: Monthly Revenues, Prospect Growth & Company ProgressUpdate and Monitor: Client Records and Transactions (Lump sum, SIP & STP)Client Reporting: Gather up to date data - MF, Stocks, Bonds, PMS, AIFs, etc.
ACCOUNTING:
Invoicing and Bills Management: Create, Maintain and Coordinate: Invoices, Bills, Office ExpensesAccounting & Statutory: TDS, GST & Statutory - calculate & file – coordinating with auditorIncome and GST Reconciliations: Reconciliations required on Monthly basis to keep track
Job Type: Full-time
Pay: ₹325,000.00 - ₹425,000.00 per year
Benefits:
Experience:
Location:
Work Location: In person
Application Deadline: 15/10/2025
Expected Start Date: 20/10/2025
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