Qualifications - Bachelor's/Master's Degree in Finance

Roles and Responsibilities:

1. Client Data Management: Maintain portfolios, prepare reports, and ensure confidentiality.

2. Client Onboarding: Handle KYC, account opening, and compliance processes.

3. Operational Excellence: Manage trade allocations, fund accounting, settlements, and more.

4. Collaboration: Coordinate with custodians, bankers, brokers, and portfolio managers.

Proficiency & Skills - 

1. 1–3 years of experience in PMS, Investment Advisory, or similar roles.

2. Proficiency in MS Excel, Google Sheets, and PowerPoint.

3. Familiarity with AI tools like ChatGPT/Gemini.

4. Knowledge of wealth products (Mutual Funds, PMS, AIF, Bonds, etc.)

5. Attention to detail and analytical thinking.

6. Strong communication and interpersonal skills.

7. Ability to multitask and prioritize effectively

About Company - It is a wealth management and investment advisory established with the intent of helping you in efficiently allocating your savings in order to secure your financial future.