The candidate will be required to provide support to Relationship Managers for investment-related activities across all asset classes and investment products, including but not limited to Mutual Funds, Demat&amp; Trading Accounts, PMS Accounts, Alternate Investments, and Structured Products. Job responsibilities would include: - Managing interactions with clients/clients personnel through strong relationship-building, and operational and product knowledge - Coordinating with Clients/Clients personnel for investment activities and proactively addressing any queries raised - Executing Mutual Fund Transactions (Financial &amp; Non-Financial) - Updating and Reporting of Daily Transactions - Co-ordinating with AMCs for any Mutual Fund related services on behalf of clients - Ensuring Client's Personal Information is correctly captured on all investments - Pre-emptively intimating clients of any corporate actions or upcoming transactions - Co-ordinating and preparing forms for any Demat cum trading a/c opening, AIF, PMS, RE Funds, Structured Products - Resolving any objections raised by third party product manufacturers - Tracking Alternate Asset values (PMS, AIFs, RE Funds, Structured Products) - Assisting clients in maintaining portfolios in money control - Generating and Sending Statements and Portfolio Reports to Clients Role Requirements: - Should have a minimum of 3 years experience in the financial services field with a background in Mutual Funds operations. - Candidate must be extremely organized in terms of paperwork, filing, documentation (both physical and electronic) - Meticulousness is a must - attention needs be paid to every detail - Ability to multitask and handle multiple client requirements at once - Good communication and interpersonal skills - Fluency in English and Hindi

Mumbai

 Client Servicing/Mutual Fund Operations Role - Wealth Management Firm 

 Client Servicing/Mutual Fund Operations Role - Wealth Management Firm  ,Job Description for  Client Servicing/Mutual Fund Operations Role - Wealth Management Firm  in Arin Consultancy in  Mumbai for (3-7) years of experience. Apply Now!

Job Description for  Client Servicing/Mutual Fund Operations Role - Wealth Management Firm  in Arin Consultancy in  Mumbai for (3-7) years of experience. Apply Now!