Client Associates - Analyst - Wealth Operations

Service support for the advisor/relationship team which will include:

- Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same

- Transaction execution and fund house coordination

- Record and MIS maintenance

- Opening of client bank and demat accounts

- Documentation visit to client's location

- All administrative tasks related to the client's overall wealth including held away investments/shares/ bonds/ real estate/ etc.

- Coordination and follow up with service providers and clients

- Helping the associates of clients like chartered accountants, auditors, finance team, lawyers, etc. for their requirements related to the client's overall wealth

Candidate Profile

- Candidate should be full time MBA/PGDM, with specialization in Finance or equivalent/ B. Com - Eco Honors.

- He should have considerable skills in office tools like Excel, PowerPoint, etc.

- He should have Excellent Analytical, Problem Solving and Communication Skills and be a team player.

- He should be a self-starter; focused and driven to succeed; result orientated. Organized and disciplined with ability to manage expectations.

- Should have the DNA for client centricity and quality.

Salary offered: 4 - 8 LPA