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15/05 Sakshi Ranawat
Senior Associate - Recruitment at Arin Consultancy

Views:948 Applications:158 Rec. Actions:Recruiter Actions:0

Client Servicing/Mutual Fund Operations Role - Wealth Management Firm (3-7 yrs)

Mumbai Job Code: 822380

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& 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 & 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

Women-friendly workplace:

Maternity and Paternity Benefits

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