Desired Candidate Profile :
- Minimum 5 to 8 years' of experience of servicing to Corporate Treasuries either from a Mutual Fund or any other firm (Bank/Broker/Advisor etc.)
a) MF Transaction Processing (Online through MFU Preferred) along with Offline mode.
b) Sharing Daily/Weekly/Monthly MIS Reports - Not just forwarding. Making reports, understanding them and then sending.
c) Ability to understand drawbacks in a system generated report i.e. abnormal returns etc.
d) Corporate Client KYC Processing.
e) Ensure highest levels of customer service.
- Maintain clients portfolio with proper documentation of investment actions taken on behalf of clients.
- Good analytical and mathematical skills to identity right investments for clients.
- Strong communication skills and sophistication in the way of dealing with Corporate clients.
- Strong command on excel like macro and advanced excel.
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