Job Title

Manager – Servicing & Operations

Job City

Bangalore

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 with NISM – 5 A, with 1-2 years of experience in Operations and Plan servicing & 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

N.A.

Salary Range

Rs. 2 Lakhs

How to Apply

contactus@sinhasi.com