Job Title

Operations & Support RM

Job City

Bangalore

Company Profile

Top 100 Women in Finance Award India from AIWMI. WINNER_ CNBC TV18 and UTI Best Financial Advisor National Level (Woman)2019 and 2018. SEBI Registered Corporate Investment Advisor, Bangalore-based reputed financial advisory and investment management company managing portfolios and financial plans for HNIs. We have been in the industry for 20+ years.

Job Profile & Responsibilities

• Preparation of Portfolio Reports
• Capital gains, SIP, KYC Checks, Processing investments online on the NSE portal and offline.
• Coordination with AMCs on Account Statements, dividends, Transmission NRI Investment Recommendations KYC, and Paperwork.

Prefered Qualifications

Graduate in Finance with 2-3 years experience in an Investment Management firm. NISM VA Certified

Desired Candidate Profile

Good Communication Skills, Knowledge of Excel MS Office, and ability t speak with clients on their investments and portfolio recommendations follow up.

Additional Details

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Salary Range

Fixed+ Incentive based and in line with industry with growth prospects

How to Apply

careers@dilzer.net