Service Rm - Wealth Job in Systematix Shares And Stocks (india) Limited

Service Rm - Wealth

Systematix Shares And Stocks (india) Limited 4+ weeks ago

Mumbai, Maharashtra
Not Disclosed
Full-time
Permanent

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Job Summary Job Code : SERVICE RM WEALTH MANAGEMENT DESK Post : SERVICE RM - Wealth Qualification : Preferably an MBA Location : BKC Mumbai Experience : Minimum 2 years of experience in broking industry No. Of Positions : 2 Job Description : Making excel sheet of client portfolio /fetching portfolio /checking enteries and Sending to clients. Making Investment presentation /Asset allocation/ based on direction/decision given by management. Opening of account, PMS /AIF /trading/KYC updation/service request like getting mutual fund statement, dormant account activation. Coordination for investment /redemption. Coordinate with different department for smooth resolution of client requirement. Ensure timely submission of application to MF/AIF and coordination for getting account statement. Other client service related work. Key Responsibilties :

Company Profile :

Systematix Group is a professionally managed Mumbai based niche player in the Financial Services Market with a pan India presence through Branches and franchisee network. The group offers a rich spectrum of financial services encompassing Merchant Banking, Capital Market Services, and Consulting & Broking. For our exponentially growing business and ambitious plans.

Above position call for excellent communication, presentation, networking and entrepreneurial abilities. Compensation would be at par with the Industry and would not be a constraint for right Candidate. Interested candidate should apply indicating the position to: Email:

Experience Required :

Fresher

Vacancy :

2 - 4 Hires