HR Head at Arin Consultancy
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Client Servicing Role - Mutual Fund Operations - Wealth Management Firm (3-9 yrs)
Job Description :
- Risk Profiling, Asset Allocation
- Investment Advisory and Execution
- Rationalisation and Optimisation of Tax
- Investment Review and Consolidated Reporting
- Family Advisory & Succession Planning
- Corporate Advisory and Debt Syndication
- Mergers & Acquisitions
- Real Estate Advisory and Execution
Role Requirements :
- The candidate will be required to provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products as outlined in the Annexure.
- Should have a minimum of 3 years experience in the financial services field with a background in Mutual Funds operations.
Personal Attributes :
- Candidate must be extremely organised in terms of paperwork, filing, documentation (both physical and electronic)
- Attention to detail and accuracy
- Ability to multitask and handle multiple client requirements at once
- Good communication and interpersonal skills
- Fluency in English and Hindi.
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