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Job Description
Requirements:
• 3-6 years of working experience in Wealth firm/AMC/Bank
• Graduation / Post Graduation
• Should have experience in managing client on boarding for Wealth and Broking clients.
• Basic & working knowledge of financial products example Mutual funds/PMS/Structured products etc.
Responsibilities:
•Manage client on boarding for Wealth and Broking clients
• Processing of transactions for clients - financial and non-financial
•Basic & working knowledge of financial products example Mutual funds/PMS/Structured products etc
• Co-ordinate with internal & external stakeholders to manage customer requirements
• Resolve customer queries with timelines
Job Requirement
Additional Information
| Job Type | : | Full Time |
| Experience | : | 3 - 6 years |
| Location | : | Mumbai, India |
| Qualification | : | + Any |