Senior Manager - Wealth Management Operations

We have Job opportunity with one of the broking firm for Sr. Manager - Wealth Management operations.

Job Description:

- Updating master data base with all clients details

- Coordination with Clients, distributors.

- Coordination with Exchange, RTA, AMCs

- Handling all branch queries related to operations.

- Preparing Daily MIS of Inflow & Outflows.

- Reconciliation of MF Transactions, AUM, Income

- Coordinating with AMCs, Investors, Sales RM, and Distributors.

- Other products knowledge, Tax free bonds, FD etc

- Accepting all mutual funds applications over the counter of various funds

- Attending walk in investors, grievance, resolving that within stipulates period.

- Responsible to provide Big Tickets Inflow & Outflow details to the fund manager Team.

Pooja Jain
Hector & Streak Consulting Pvt Ltd
201 & 202, Marathon Max, Junction of LBS Marg & Goregaon Link Road,
Mulund (W), Mumbai - 400 080