Client Servicing Role - Mutual Fund Operations - Wealth Management Firm

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.