We are a SEBI Registered Investment Advisor providing wealth management services to clients, mainly HNIs and NRIs. We are looking for an energic, detailed oriented person to join our team.
Job Summary:
To support investment advisory business operations (client service, general office management, accounting, compliance, query resolution, reporting, etc.) ensuring the investment advisory business runs smoothly and compliantly.
Responsibilities and Duties:
- Client onboarding including KYC, data gathering, documentation and registration
- Track and follow up on inquiries as well as Initiate and track investment transactions
- Monitoring and reporting of client reports, capital gains statement and CAS reconciliation
- Track, follow up, communicate and solve client queries
- Implementation and operations in Zoho One
- Record keeping and maintain business and client's personal accounts in Tally
- Maintain working sheets, checklist and assist in SEBI RIA compliance
- Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction
Qualification:
- Graduate/Postgraduate in any stream
Experience:
- Minimum 2 years of Operations and administration experience
- Experience of working with Mutual Fund Distributor or Registered Investment Advisor or other investment intermediary or investment field is preferred
Key Skills:
- MS Excel, MS Word, Email, Internet
- Tally, Zoho
Other:
- Insurance benefits starts after 1 year
- Part time / Flexible okay for experienced candidates
Job Types: Full-time, Part-time, Permanent
Pay: ₹10,000.00 - ₹25,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Life insurance
- Paid time off
Application Question(s):
- How far do you live from Shyamal Cross Roads (in km)?
- We will be shifting in 2-3 months to Iskcon Cross Roads. How far do you live from Iskcon Cross Roads (in km)?
- Do you have any experience of working in mutual fund or investments? If yes, how many years?
- Are you looking for a full time or a part time job? If part time, provide preferred time.
Experience:
- Operations or Admin or Accounts: 2 years (Required)
Location:
- Ahmedabad, Gujarat (Required)
Work Location: In person
