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08/09 Rajeev
HR Head at Arin Consultancy

Views:822 Applications:139 Rec. Actions:Recruiter Actions:139

Client Servicing Role - Mutual Fund Operations - Wealth Management Firm (3-9 yrs)

Mumbai Job Code: 846772

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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