Job Title

Officer – Operations Support

Job City

Bangalore

Company Profile

International Money Matters is a SEBI Registered Investment Advisor which currently has a team of 50 spread over its offices in Bangalore, Mumbai, New Delhi, Hyderabad, and Chennai servicing its client base spread across India and the globe. The services offered include wealth management, financial planning, corporate partnerships, financial education, and NRI consulting. IMMPL identifies, prioritizes, outlines, and achieves financial goals through a disciplined, personalized, and research-based approach. IMMPL has various prestigious awards under its belt and was recently awarded the winner of Outlook Money Awards 2019 in the Registered Investment Advisor category. For more information about the company visit: http://www.immpl.com/

Job Profile & Responsibilities

Job description:

• Fixed Income – Fixed Deposit ( FD )

1. Processing new FD’s – Filling the form and follow up till conversion Handling queries related to pre-mature withdrawal & maturity
2. Handling Non-Financial queries (Address change, contact details updation, etc) Sending maturity reminders and follow up till the client receives the amount

• PMS & Direct Equity

1. Generation of statements – monthly, quarterly & annually, or as and when the statement has been requested.
2. Filling up of PMS Application forms
3. Effective handling & monitoring day to day queries related to fixed income
4. Providing support to back-end operations across various products like PMS, direct equity, and other recommended investments.
5. Act as a backup in the absence of other team members
6. Any other support activity-related work for seamless operations.

Prefered Qualifications

Graduate / any Degree

Desired Candidate Profile

• Good communication and co-ordination skills
• Ability to plan work ahead and to prioritize workload Ability to work in an organized manner.
• Knowledge in MS Office – Word / Excel/ Powerpoint. Knowledge on Mutual Funds, PMS & Direct Equity
• Sense of ownership and pride in performance and its impact on company’s success”

Additional Details

Looking for Candidate with good Coordination Skill

Salary Range

As Per Industry Standards

How to Apply

hr@immpl.com