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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Management Consulting / Strategy |
| Functional Area | Sales / BD,Finance / Accounts / Tax |
| EmploymentType | Full-time |
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 6+ 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 JOB PROFILE PRODUCTS Mutual Funds: 1. KYC Documentation & Processing 2. Checking CKYC Compliance 3. Obtaining Risk Profilers for All Investors 4. Transactions: Purchase, Redemption, Switch, STP, SWP, SIP, NFOs incl. FMPs 5. Demat & Remat of Funds 6. Transfer, Gift and Transmission of Funds 7. Lien Marking, Lien Removal 8. Change of Bank Mandate, Nominee, Sub-broker code, E-mail ID, EUIN, 9. Registration of POAs 10. Sending Statement of Accounts to RMsClients Direct Equity: 1. Demat, Broking and F&O Account Opening (Individuals & Non-Individuals) 2. IPO Applications 3. Margin Funding 4. Executing off-market and on-market transfers 5. Demat Mutual Fund Transactions (Purchase, Redemption etc.) 6. Statement Generation Holding statement, Ledger, Capital Gains, Transactions 7. Pay-in, Payout, MTM Margin Tracking Debt Syndication Document processing for: 1. Term Loan LAP, LAS, LRD 2. Overdraft 3. IPO Funding 4. Margin Funding 5. Account Opening AIFs, NCDs, Structured Products Equity and Debt PMS ,
Keyskills :
interpersonal skillsaccount openingstppmsstructured productsclient servicingmutual fundswealth managementfinancial servicesinvestment productsipo fundingdocument processingkycriskdebt syndicationipoterm loanclient requirementssip