Posted:8 hours ago|
Platform:
Work from Office
Full Time
Job Title: Service Manager Location: Kandivali (west), Mumbai Company: Kongruent Wealth Management Services LLP Website: www.kongruent.co.in
Proficiently use mutual fund software and platforms like BSE Star MF.
Coordinate with RTA's (Registrar and Transfer Agents) and AMC's (Asset Management Companies).
Handle complete documentation for on-boarding new clients
.
Assist clients with mutual fund transactions and execution processes.
Build and maintain strong client relationships by providing timely and accurate information.
Ensure proper record-keeping and documentation of client interactions and transactions.
Strong communication skills (both written and verbal) in English.
Experience in mutual fund distribution and familiarity with BSE Star MF platform is
preferred.
Proficiency in Excel, computer applications, and internet usage.
Knowledge of financial products and basic personal financial planning concepts.
Prior experience in mutual fund operations or financial services is an advantage.
Ability to manage both physical and online documentation processes efficiently.
As per industry standards.
Kongruent Wealth Management Services Llp
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