Job Title

Manager – Servicing & Operations:

Job City

Bangalore - 2 vacancies

Company Profile

Providing Financial planning , advisory and distribution services to HNIs in Bangalore, and a few clients in Mumbai. The Focus is Virtual Family Office services

Job Profile & Responsibilities

• Responsible for Implementation of Financial Plan as per recommendations provided by Investment advisor.
• On time and efficient execution of Investment plans, Insurance plans etc.
• Client coordination for completing all KYC compliant documentation and other documentation,
• Responsible for completing all paperwork towards Financial Plan implementation.
• To coordinate with vendors / product manufacturer to execute and resolve service related queries – across all investments i.e. brokers, mutual funds, insurance, other vendors etc.
• To ensure investment recommendations and insurance plans are executed with 100% accuracy and zero error.
• Regular and accurate portfolio updates, tax reports etc to send to clients.
• Regular internal audit checks on all client information and reports.

Prefered Qualifications

B.Com / Graduate / CFP with 1-2 years of experience in Operations and Plan servicing

Desired Candidate Profile

• High level of Integrity, Ethics
• Good knowledge in Excel and maths for error free work.
• Must have basic knowledge in Financial Products (MF, PMS, Bonds, AIF, Corporate FDs, PPF, EPF etc).
• Good communication skills (listening, writing and speaking)
• Good operational, organisational and follow up skills
Strong leadership, interpersonal, analytical, and time management skills

Additional Details

Salary Range

As per industry standards

How to Apply

Please mail your CV to contactus@sinhasi.com.