Job Description
• Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades.
• Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline
• Responding to MGT related queries on emails / calls with the company in a timely manner
• Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers
• Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns
• Preparation and publishing business MIS at set frequency
• Assistance in carrying out diligence checks through bank system prior to onboarding of client
• Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline
• Responding to MGT related queries on emails / calls with the company in a timely manner
• Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers
• Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns
• Preparation and publishing business MIS at set frequency
• Assistance in carrying out diligence checks through bank system prior to onboarding of client
💡 Quick Summary
Seeking a career-building opportunity? The Service Relationship Manager | Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
