Client Coordination Role in a Fintech/NBFC/Mutual Fund/ Investment company
Assisting with client servicing regarding reports, online and offline transactions, and operation services
Assisting clients with onboarding, fee payment, and making vendor payments - Maintain accounts and manage compliances
Manage internal software for reporting
Should be flexible with any kind of operations role
Min 1 Year and Max 8 Years
Client Coordination Role in Mutual Funds Industry
Good written and spoken English communication
Skills : Presentable; good interpersonal skills; quick learner Miscellaneous Details:
Work from Office Role
Mon to Fri full day working (9:30 AM to 6:30 AM) and Saturday half day working
Company Profile : Our client is a fast-growing fintech firm with unique, client-centric, and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, it is a SEBI Registered Investment Adviser (RIA) which provides professional, unbiased, and personalized investment management solutions at an affordable cost
