Sinhasi Consultants Pvt. Ltd.

Job Type: Full Time | Location: Bangalore Company: Sinhasi Consultants Pvt Ltd | website: www.sinhasi.com Position: Assistant Manager Investment & Financial Plan Servicing No. of Position: 2 Qualification: Graduate/Post-Graduate/CFP/CWM/NISM XA & XB Experience: 1-2 years of experience in Plan servicing and operations Job Description: Responsible for execution of investment suggestions. On time and efficient execution of Investments, Insurance plans etc. Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation. To coordinate with vendors / product manufacturer to execute and resolve service-related queries across all investments i.e. brokers, mutual funds, insurance, other vendors etc. To ensure investment recommendations and insurance plans are executed with 100% accuracy and zero error. Regular and accurate investment updates, tax reports etc to send to clients. Regular internal audit checks on all client information and reports. Regular focused plan updation and monitoring as per client goals and plans Skills that are absolutely necessary for the job: CFP / CWM preferred High level of Integrity, Ethics Good knowledge in Excel and Mathematics with error free work. Must have basic knowledge of Financial Products and Investments such as MFs, PMS, Bonds, AIF, Corporate FDs, PPF, EPF etc). Good communication skills (listening, writing and speaking) Good operational, organizational and follow up skills Strong leadership, interpersonal, analytical, and time managementskills Salary Expectation: As per industry standards, Will be based on individual qualifications, experience and competence. Contact Details: Email: [HIDDEN TEXT]