Posted:17 hours ago|
Platform:
Work from Office
Full Time
Hi Folks,
Greetings!!
Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis,
Account opening, Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork
Client communication for data update and email and management of clients' servicing and implementation requests
Management and upkeep of client servicing data and softwares
Hand Holding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing
Handling business operations by following systems and processes
Coordinating with office boy teams for documentation and client servicing management
Following systems and processes for operations team as per company SOPs, TATs & SLAs
Handling projects related to client servicing and online platforms and executions of new projects
Reporting - Sending of portfolio reports / tax reports / any other reports report generation and sending (advice is not included in Operations job responsibility).
General office administration
Functioning with various teams, ensuring customer delight by achieving delivery & quality client service.
Hope you grab this opportunity to join our Plan Ahead family.
Plan Ahead Wealth Advisors
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