Right Returns Financial Planning

3 Job openings at Right Returns Financial Planning
Operations/Compliance mumbai,maharashtra,india 2 - 3 years None Not disclosed On-site Full Time

The role involves working in execution, reporting and compliance area. It would involve successfully supporting team members as well as clients on the same page on the purpose and process of execution, reporting and compliance. While the role represents a valued work ethic at the firm, it also reflects on the perception of the clients on the firm's standing above board in its transactions. Responsibilities Understand SEBI requirements for Investment Advisor and Mutual Fund Distributor compliance and support in implementing the necessary systems and documentation. Supporting data accuracy and periodic reporting to clients Supporting executing of transactions for clients Qualifications Graduate in related discipline 2-3 years of experience in Operations Methodical/systematic approach to work Good reading comprehension Excellent verbal and written communication skills Work environment and compensation We are small sized team with versatile skills and diverse backgrounds and approaches. The organization is quite flat and client interaction and job satisfaction are amongst our strengths. Compensation will be fair and in line with industry standards.

Operations/Compliance maharashtra 2 - 6 years INR Not disclosed On-site Full Time

Role Overview: As an integral part of the team, your role will focus on working in the execution, reporting, and compliance domain. You will play a crucial role in ensuring that team members and clients are aligned on the objectives and processes related to execution, reporting, and compliance. Your dedication to maintaining a high work ethic will not only contribute to the firm's reputation but also influence how clients perceive the firm's integrity in its dealings. Key Responsibilities: - Understand SEBI requirements for Investment Advisor and Mutual Fund Distributor compliance and assist in the implementation of necessary systems and documentation. - Ensure data accuracy and provide support in generating periodic reports for clients. - Assist in executing transactions on behalf of clients. Qualifications: - Graduation in a related discipline. - 2-3 years of experience in Operations. - Approach work with a methodical and systematic mindset. - Strong reading comprehension skills. - Excellent verbal and written communication abilities. Additional Details: You will be joining a small but dynamic team with members possessing versatile skills and diverse backgrounds. The organizational structure is flat, promoting direct client interaction and ensuring high levels of job satisfaction. Rest assured, the compensation offered will be fair and competitive, aligning with industry standards.,

Operations/Compliance mumbai,maharashtra,india 2 - 4 years INR Not disclosed On-site Full Time

The role involves working in execution, reporting and compliance area. It would involve successfully supporting team members as well as bringing clients on the same page on the purpose and process of execution, reporting and compliance. While the role represents a valued work ethic at the firm, it also reflects on the perception of the clients on the firm's standing above board in its transactions. Responsibilities Understand SEBI requirements for Investment Advisor and Mutual Fund Distributor compliance and support in implementing the necessary systems and documentation. Supporting data accuracy and periodic reporting to clients Supporting executing of transactions for clients Qualifications Graduate in related discipline 2-3 years of experience in Operations Methodical/systematic approach to work Good reading comprehension Excellent verbal and written communication skills Work environment and compensation We are small sized team with versatile skills and diverse backgrounds and approaches. The organization is quite flat and client interaction and job satisfaction are amongst our strengths. Compensation will be fair and in line with industry standards.