Eligibility / Qualification: Bachelor’s or Master’s in Commerce (B. Com), Accounting & Finance (BAF), Management (BMS/BBA), or similar degree.
Relevant Experience: 0 to 4 Years
Day-to-Day Responsibilities
- Client Onboarding & Compliance: Manage end-to-end client onboarding processes, CKYC/KRA updates, account modifications, and regulatory documentation.
- Investment Execution: Seamlessly execute clients' customized mutual fund investment plans, systematic investment plans (SIPs), transactions, and rebalancing requests.
- Portfolio Monitoring & Review: Track client investment portfolios, prepare periodic review reports, and assist in monitoring portfolio performance against benchmark metrics.
- Plan Refinement: Assist in modifying investment strategies to align with evolving market dynamics and individual client goal timelines.
- Mutual Fund & Market Research: Conduct fundamental analysis of mutual fund schemes, fund manager performance, asset allocation strategies, and macroeconomic trends.
- Operational Excellence: Identify operational inefficiencies, resolve client queries, and contribute to establishing digitized, scalable back-office systems.
- IEPF Claims: Assists clients in reclaiming their investments transferred to Investor Education & Protection Authority.
Preferred Skill Sets
- Domain Knowledge: Strong fundamental understanding of personal finance, mutual funds, and capital markets.
- Communication Skills: Good command over English (written & spoken) & Hindi (spoken).
- Attention to Detail: Meticulous approach to data accuracy, record-keeping, and setting up structured office workflows.
- Tech & Optimization Mindset: Keen interest in digitization, process automation, and utilizing tech tools for operational efficiency.
- Accounting Basics (Optional): Basic knowledge of Tally, GST, or financial accounting principles will be an added advantage.
About Qrate Capital LLP
Founded in 2019, Qrate has two distinct service verticals, management consultancy services and broking & distribution (capital markets) services.
Management Consultancy – Qrate delivers tailored strategies and solutions to clients’ business challenges across diverse sectors such as pharmaceuticals, metals, third party litigation finance, etc.
Broking & Distribution (Capital Markets) – Qrate is an AMFI registered mutual fund distributor and NSE, BSE empanelled equity sub-broker. Qrate facilitates the entire wealth creation journey of the client right from Planning & Curation, Operations & Execution, to Review and Refinement.
About the Founder – Saurabh Chhajed
Our founder, Saurabh Chhajed is a rank-holder Chartered Accountant (All India Rank 6) with 12 years of experience in finance and strategy across sectors/industries. He is experienced in corporate strategy, financial planning and analysis, third party litigation funding, deal structuring, investment management.
Driven by entrepreneurial spirit he founded Qrate Capital LLP in 2019 with the aim to deliver exceptional service to clients through strategic thinking, financial acumen, rigorous analysis and entrepreneurial mindset.
You can know more about Saurabh’s professional journey on his LinkedIn profile.
Interested candidates can share their updated Resume / CV via email to [email protected] or on Whatsapp at 8422970976.
Office Location: Wagle Estate, Thane (West), Maharashtra.
Pay: ₹20,000.00 per month
Application Question(s):
- Have you cleared NISM VA Exam?
- What is your salary expectation?
Education:
Language:
Work Location: In person
