Mutual Fund Operation Manager

http://fossilace.com/company/jr-laddha-finance

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JRL Finance 8th Floor 46C Everest House Kolkata 700 071, India
Job Detail
  • Industry:
    Banking / Financial Services / Broking
  • Total Positions:
    1
  • Job Type:
    Full Time
  • Salary:
    26000-30000
  • Job Location:
    Kolkata, India
  • Minimum Education:
    BA
  • Minimum Experience:
    Fresh Year
  • Apply By:
    Jul 25, 2019
  • Job Posting Date:
    Mar 13, 2019
Job Description

1.Should be a good communicator, documenter and possess the ability to bring about synergy in the team.
2.Ability to handle day to day operations.
3.Good intra personal relations for effective team management.
4.Ensuring the highest levels of service to the client /HNI customers.
5.Providing Investment planning and advice to clients.
6.One point contact for the assigned customer.
7.Preparation of  Transaction & AUM reports .
8.Proper documentation of clientele .
9.Prospecting of customers through New client acquisition, network, data base, References, and open markets.
10.To engage clients in meaningful conversations about their finances and take active interest in their financial investments.

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Fossilace is a platform for job opportunities across verticals , across geographies and across experience levels .We offer HR and Recruitment Solutions besides training , employability solutions and also assist with our partners in providing accounting , payroll and start-up solutions. We work with a broad range of clients, from early-stage start-ups to large global organizations as well as highly respected Indian corporations in the Technology, Knowledge Services, Banking and Financial Services sectors in India. We are dynamically organized to provide qualitative and customized solutions according to the clients needs and requirement across this spectrum of clientele.