Operations person with min. qualification of graduate and 2 years of experience of working with a Wealth Management co. / Mutual fund distributor / Stock broker / DP / Bank/ RIA.

Role Involves:

1. Processing of client transaction both online and offline.

2. Processing of KYC and account opening for various investment products.

3. Sending Account statements, portfolio reports to customers.

4. Brokerage reconciliation and raising invoice with Various partners

5. Updating and operating portfolio reports of customers on software.

6. Maintenance of MIS.

7. Person should have good excel skills and be a solution provider.

8 High on learning curve.

9 Annual Bonus