Job
Description
Opportunity to work in Operation The upcoming years are filled with exciting new developments at Indian Wealth Management, and we are looking for interns in business development vertical who can assist us in reaching the apex level. Working from our Ahmedabad Office (Head Office), you will be part of a rapidly growing team. Learning Perspectives: Develop the skill of mitigating the company's expertise with the client's expectations. Expand and build a relationship with the client by proactively monitor the client's portfolio and conduct periodic client reviews. Work with a team to source and develop new business opportunities, as well as to support existing client relationships. Attain the skills needed to build relationships with clients and prospective clients and develop a strong network of intermediaries. Provide execution capabilities to individuals, families and other investors, about their investments. Deal with various Asset Management Companies (AMC). Application of financial tools like Mutual Funds. Responsibilities An operations manager has a significant role, and the specific responsibilities will vary between different companies, but generally, it includes monitoring and analysing the current system of production or provision to check its effectiveness, and working out a strategy for improvement where necessary. By managing day-to-day activities, analysing statistics and reading and writing reports, operations managers play a vital role in any company. Operations managers also have to do a lot of liaising with other team members, including interacting with managers of different areas of the organisation, presenting findings to stakeholders and higher management as well as training and supervising new employees and tracking and measuring staff performance. Other duties and responsibilities include: Manage client portfolios, keeping client plans up-to-date. Analyse financial information obtained from clients to determine strategies for meeting clients' financial objectives. Ensures all documentation is up to date, complete and in compliance with all policies, regulations, laws and procedures. Learn from peers and be supportive to peers to ensure the unit provides excellent service to the customer Skills Brilliant communication and interpersonal skills, to deal with several people at all levels in a direct diplomatic way, is essential. An understanding of customer/client requirements is also necessary. You should be proficient in business planning software, to allow you to build financial projections, charts and reports in a short period. Strong leadership skills, including effective time management, prioritising and delegation, are required. You must be able to lead, coach, inspire, support and motivate your team, and always seek to improve best practice. Having natural creative flair and being full of ideas and energy to introduce new concepts and innovations would also be appreciated.
