Live opening · Posted 7 hours ago
The key details from the original listing.
Description supplied by the original job listing.
Job Responsibilities
Processing of Client onboarding
Processing of transaction across all investment product’s
Coordination with AMCs and other manufacturer
Coordination with internal departments
Maintain records of clients, transactions
Maintain business MIS of the Unit
Reporting of business to MIS team
Coordinating with clients as per requirement
Ensure best service to clients and RMs
Organizational Relationships
Works closely with the Sales, Research and Products team of Emkay Wealth
Skills
Excellent interpersonal skills
Adaptable to work with various departments within organisation
Problem solving abilities
Excellent communication skills in English
Qualification
Graduate or MBA with specialisation in Finance
Experience
2-4 years of customer service experience in Wealth Management/Financial services industry with understanding of financial products
Competencies
Lives the company values
Business Awareness & Market Knowledge
Customer Centricity
People Connect
Result Orientation
Networking Ability
Work arrangement
No
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