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Nampreet

Founder & MD at ANP HR Consultancy

Last Login: 25 April 2024

69

JOB VIEWS

14

APPLICATIONS

3

RECRUITER ACTIONS

Job Code

1023283

Manager/Senior Manager - Client Servicing - BFS

5 - 10 Years.Mumbai
Posted 2 years ago
Posted 2 years ago

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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Posted By

user_img

Nampreet

Founder & MD at ANP HR Consultancy

Last Login: 25 April 2024

69

JOB VIEWS

14

APPLICATIONS

3

RECRUITER ACTIONS

Job Code

1023283

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