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 manufacturers 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 /MBA/ CFP with 1-2 years of experience in Operations and Plan servicing.

Desired Candidate Profile

• High level of Integrity, Ethics
• Good knowledge of 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, organizational and follow up skills
Strong leadership, interpersonal, analytical, and time management skills

Additional Details

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Salary Range

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How to Apply

contactus@sinhasi.com