Operational Coordination & Relationship; NISM Certificationin Mutual Fund (Preferable), Proficient in MS Office – Excel& Powerpoint
Should have good communication skills, should have a logical bent of mind and should be diligent with an eye for detail.
Team player with good interpersonal skills as this role entails a lot of co-ordination between internal and external customers.
Candidate with complete understanding of end to end mutual fund transaction processing, online and offline both.
- Must have managed day to day operational work, transaction process, updating the transaction feed on the daily basis in the Module for client portfolio updation
- Rectification of the uploaded transaction fields with the RTA, once updated in the RTA, to re-upload as per RTA for the city Category & all other transaction related information’s.
- Coordinate and Support the sales team in transaction processing as may be required, creating seamless back end coordination towards transaction completion
- Monitoring and Verifying on the transaction entries created for the offline transactions and online where the processing is completed through AMC links.
- Support the management toward building a relationship management with AMCS to know the latest NFO's and taking those forward
- Coordination with AMC's for brokerage structure updation, maintaining the brokerage master, compare the changes if any against the previous one in case of any revision on the periodic basis.
- Brokerage updation and end to end reconciliation, monitor, track and coordinate to reconcile the monthly brokerage, sharing with the relevant stakeholders and management teams.
- Coordinate with RTA for the correct file updation and reconciliation.
- Able to write define the process and share with the sales team, supporting towards campaigns and drives like special MF days.
- Coordinate with all the internal stakeholders, IT, Accounts towards the constant updating and enhancement of the module.
- Furnish and work w
|Experience||3 - 8 Years|
|Salary||7 Lac To 10 Lac P.A.|
|Industry||Financial Services / Banking, Investments / Insurance / stock market / Loan|
|Qualification||B.B.A, B.Com, M.B.A/PGDM|
|Key Skills||Mutual Relationship Customer Relationship finance Executive|
|Address||403 & 404, Adarsh Plaza, Opp. GSPC Gas, Nr. Raiya Telephone Exchange, 150 ft Ring Road|