Service Manager

RiverStone Financial Services LLP

Key Responsibilities:

Investment Operations

We deal with products like Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Specialized Investment Funds (SIF), Mutual Funds, Global Funds, Gift City Investment options (Inbound & Outbound), Private Equity Funds, Venture Capital Funds, etc. and hence the job role will involve;

- Facilitate client onboarding for investment services in any of the above investment options.

- Assist clients with online investments and provide necessary support.

- Verifying KYC and a/c opening documents.

- Transactions- Online/offline execution of financial transactions of clients.

- Reconcile data and ensure the software is updated.

- Maintaining and improving existing processes.

- Client interaction - resolving queries and issues, attending to client requests.

Preferred candidate profile

- Bachelor's degree in Finance, Business Administration, or a related field.

- Fresher or Proven experience in financial services operations.

- Strong organizational and time-management skills.

- Excellent communication and interpersonal skills.

Benefits to the Prospective Candidate :

Incentive Opportunities

Holistic Industry Exposure

Learning Opportunities

Yearly Performance bonus & increments

RiverStone Financial Services LLP

We are a boutique investment products distribution company specializing in UNHI and HNI clients, with products ranging from Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Specialized Investment Funds (SIF), Mutual Funds, Global Funds, Gift City Investment options (Inbound & Outbound), Private Equity Funds, Venture Capital Funds, etc.

The partners have an experience of 20+ years each in the industry. We are a very dynamic and a fast growing company.

www.riverstonefinserv.com