Hiring for Urgent Opening- Asst Manager- Operation- Wealth Management in Delhi/NCR(National Capital (Delhi Job)
(Not Shown) (Please mention IndiaDynamics.com when contacting)
Job Description:Job Description 1.Clients Portfolio review and give suggestions about investment in different asset class. 2.Handling so client portfolios, MIS reports- Purchase/Sales checklist, AUM reports. 3.Writing all documents of processes related to transaction & amp amp Backend tools (used in operations) and SOPs. 4.Involved in verifying all documents to process the KYC (know your customer) and application forms to process the transaction. 5.Ensuring completion of daily operations without failing cut-offs.