Job Title

Client transactions and operations Co-coordinator

Job City

Malad, Mumbai

Company Profile

Arthashastra Financial Planners Pvt. Ltd. or AFPPL has its origins in the independent mutual fund advisory started by Mr. Aniruddha Sengupta in the year 1998. Aniruddha, had previously worked in different areas of financial services since 1993, comprising of IPOs, private placements of debt & equity, project finance and Assets and Trade financing.

The motivation that drove him, to start off independently in the area of personal financial services was the opportunity that lay in handholding busy professionals towards achieving financial security and freedom.

Since 1998, when it was a single product and one-man endeavour, AFPPL has come a long way. The bouquet of services now include – Savings & Investment Management, Loans (through the group company ISE PFS), Risk management, Personal Financial planning, Retirement planning and Estate planning.

AFPPL maintains a sharp client focused approach in its business. Our objective is to deliver our services in a manner that enables clients to achieve their goals in a cost-effective manner.

AFPPL believes in the credo of building professional COMPETENCE, creating a sense of RELIABILITY through all actions towards developing TRUST in all its relationships.

AFPPL and ISE PFS are a 10 member team aided by a team of practicing CAs, Lawyers, Valuation experts and Analysts. As a result, a client need not have to look far for any finance related query or need.

Job Profile & Responsibilities

Job Summary
Transactions and operations management of investment/insurance portfolios, we are looking for self-motivated, passionate and hardworking person as a part of BackOffice operations, who will provide confidential and excellent organizational support/facilitation.
Responsibilities and Duties
• Client Transactions: Investors documentation completion, management of investment/insurance portfolios, Execution of KYC processes. Tracking transactions, redemptions and rejections statuses. Tracking renewal due status and follow-ups.

• Document Management: Updating and digitalization of various records. Checking, versioning, storing of various documents required by the management. Preparation of presentations.

• Client Query resolution and coordinating with various Financial Services providers like from CAMS, Karvy and Franklin, Sundaram, BNP etc.

• Work on Mutual Fund Transaction Platform (NSE/BSE / MF Utility).

• Analysis Assistance: Compilation of various MIS reports (daily, weekly, monthly). Summarizing and formatting of various MIS reports for ease of understanding

• Research Assistance: Support internet and document based research to provide summarization and reports on specific topics, as may be assigned. Also support social media blog preparation etc

• Accounting Support: Client investments portfolio accounts Statements and related matters. Calculation of brokerages/sub-brokerages and statements preparation.

• Assist with various administrative activities, as may be needed from time to time. Facilitate to simplify the works for those supported

Prefered Qualifications

• BBA / BMS / Graduation or equivalent combination of education and experience

Desired Candidate Profile

Required Experience, Skills and Qualifications
• Experience of volunteering, internships desired
• Typically, 3-5 years of experience in similar roles.
• Diploma/Certification in office administration or secretarial/administrative support and/or financial services area, preferred
• Proactive orientation towards client support services, with empathy and helpfulness
• Good communications and interpersonal skills
• Demonstrable expertise on MS Office applications or equivalents
• Highly attentive to details with willingness to learn and innovate
• Strong time-management and planning skills; with multi-tasking and problem solving abilities
• Good analytical and interpersonal skills. A great team player who is self-observant and proactive.
• Demonstrated diligence for organizing, planning, documentation and report preparations
• Build foster and maintain professional relationships with clients, prospects, business intermediaries/associates and concerned organizations.
• Candidate from nearby areas (Malad -West, Mumbai), within easy commute, preferred.

Additional Details

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Salary Range

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How to Apply

careers@arthashastra.net