Key Responsibilities
1. Client Support & Coordination
- Handle client queries via phone, WhatsApp, and email.
- Assist Relationship Managers with client onboarding and documentation.
- Schedule meetings, follow-ups, and maintain daily client interaction logs.
2. Operations & Process Management
- Manage NJ E-Wealth platform activities including purchases, redemptions, switches, and SIP registrations.
- Track SIP/ lumpsum status, rejected transactions, and resolve discrepancies.
- Maintain records of client KYC, FATCA, NFO applications, and service requests.
- Monitor annual auto-debit issues and coordinate for approvals/resolution.
3. Reporting & Data Management
- Prepare daily MIS reports, investment summaries, SIP tracking charts, and AUM reports.
- Maintain accurate data entry in CRM, Excel sheets, and internal systems.
- Generate portfolio reports, projection reports, and financial planning summaries as required.
4. Compliance & Documentation
- Ensure accurate documentation as per SEBI/NISM compliance.
- Cross-verify forms, signatures, bank proofs, and KYC documents before submission.
- Maintain secure digital & physical filing of all investment papers.
5. Administrative Support
- Coordinate with AMCs, NJ support, and service teams for client-related issues.
- Support in conducting Investor Awareness Programs, training sessions, and events.
- Assist in preparing presentations, flyers, and internal communication.
- Skills & Qualifications Required
Must-Have:
- Graduation (any stream).
- Strong communication skills (English, Telugu, Hindi).
- Basic knowledge of Mutual Funds, SIP, Insurance, NPS (training will be provided).
- Proficiency in MS Excel, Word, Google Sheets.
- Good coordination & follow-up skills.
Good to Have (Added Advantage):
- Certification in NISM V-A Mutual Fund Distribution.
- Prior experience in financial services or back office assistance. Personal Qualities
- Highly organized and detail-oriented.
- Good at multitasking and time management.
- Positive attitude, discipline, and willingness to learn.
- Strong sense of responsibility and client-first approach.
Salary & Benefits
- Attractive salary based on experience.
- Performance-based incentives.
- Continuous training, certifications, and growth opportunities.
- Friendly work culture and stable long-term career path.
Pay: ₹10,650.38 - ₹20,000.00 per month
Work Location: In person
