Greeting from Darsh Recruitment!!
Financial Planning Administrator
Company: Investin Financial Solutions
Key Responsibilities
● Manage end-to-end operations for Mutual Funds, Insurance, and Fixed Deposits.
● Process client onboarding, KYC/CKYC/FATCA, transactions, and servicing requests.
● Coordinate with AMCs, insurance companies, banks, and other financial institutions.
● Ensure timely execution, tracking, and reconciliation of transactions.
● Support clients with documentation, transaction processing, and service-related queries.
● Maintain accurate client records, CRM updates, and operational MIS.
● Ensure compliance with regulatory guidelines and internal processes.
Operations.
● Strong knowledge of financial products and operational processes.
● Excellent communication, coordination, and client servicing skills.
● Proficiency in MS Excel and MS Office with strong attention to detail
Pay: ₹12,000.00 - ₹18,000.00 per month
Work Location: In person
