Posted:3 months ago|
Platform:
On-site
Full Time
* Daily portfolio valuation, Cashflow preparation & NAV Calculation.
* Investor Relationship, Onboarding, Visiting Clients for IPV, Clients interfacing skills.
* Should have experience in the documentation for AIF / PMS account opening.
* Opening demat account/back accounts with custodian, interacting with custodian/ RTA.
* Experience in appointing and onboarding distributor, Broker empanelment.
* Coordination with Custody, RTA, FA, Investors and Client
* Prepare documents for Dematerialization of units, Corporate Action, etc.
* SEBI Compliances, Quarterly report preparation and filing, Trustee compliances, etc
Inspirigence Advisors
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