Broad Roles: Client Servicing , Market research & analysis of financial products ,Presentations, assisting founder, Financial Modelling and analysis, Portfolio review of the clients. People who are passionate for finance should apply. Rest refrain
Broad Roles: Client Servicing , Market research & analysis of financial products ,Presentations, assisting founder, Financial Modelling and analysis, Portfolio review of the clients. People who are passionate for finance should apply. Rest refrain
Company Description Swatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently. Role Description This is a full-time on-site role located in Ahmedabad for a Wealth Management Operations professional. The individual will be responsible for day-to-day financial operations like mutual fund trades, onboarding, managing KYC for the clients, co-ordination with different AMCs etc. The role involves significant client interaction to service them. Note: Not looking for a great CV, but looking for strong intent. Freshers with strong intent can also apply.
As a Wealth Management Operations professional at Swatantra Wealth, your role will involve handling day-to-day financial operations to assist clients in achieving their financial objectives. Your responsibilities will include: - Executing mutual fund trades and ensuring seamless onboarding process for clients - Managing KYC requirements for clients and coordinating with various Asset Management Companies (AMCs) - Engaging in significant client interaction to provide tailored financial solutions and enhance their wealth efficiently Qualifications required for this role include: - Strong intent and willingness to learn in the field of Wealth Management Operations - Freshers are also welcome to apply for this position At Swatantra Wealth, we focus on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele, ensuring tailored financial solutions with an emphasis on security and returns. Join us in our mission to enhance our clients" wealth efficiently.,
Responsibilities: * Conduct thorough KYC checks on new clients * Verify documents accurately * Co-ordination between AMCs and Clients * Ensure compliance with regulatory standards * Manage account opening process efficiently * Problem Solving Attitude Annual bonus
Role of the Candidate: Onboarding clients with proper KYC. Co-ordination between AMC and the clients. Banking. Solving client queries and client servicing. Follow up with necessary parties on consistent basis. Note : Need someone with a problem solving attitude and should be able to work independently with complete responsibility.
Key Responsibilities: a. Handling client onboarding right from collecting necessary documents, KYC verification, Re-KYC, Banking Operations like processing cheques, NEFT, RTGS, Positive Pay. b. Swift and timely coordination between clients and asset management companies. c. The candidate should be proficient in Hindi, English and Gujarati. d. Should have right communication skills over using emails and phones with proper English grammar. e. The candidate should have problem solving attitude. Pl also fill this google form with your application - https://forms.gle/DRLw96ViAKLjvHKz6
Key Responsibilities: a. Handling client queries from onboarding to client reporting. b. Creating pre-sales and sales pitch decks. c. Assisting founder in all financial areas. Note - This job is holistic in nature and needs someone who has a problem solving attitude. Pl fill this google form alongwith your application - https://forms.gle/KWKhde1j1Sni9J8j8
Job Description: You will be responsible for handling client queries from onboarding to client reporting. Additionally, you will create pre-sales and sales pitch decks. You will also assist the founder in all financial areas. This job requires a problem-solving attitude as it is holistic in nature. Qualifications Required: - Strong problem-solving skills - Experience in client handling and reporting - Proficiency in creating pre-sales and sales pitch decks Please note that you need to fill this Google form along with your application: [Google Form](https://forms.gle/KWKhde1j1Sni9J8j8),