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HR at Hector & Streak
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Senior Manager - Wealth Management Operations (3-8 yrs)
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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