Associate- PMS /AIF Operations
Bandhan AMC · Mumbai · onsite · Posted 40d ago
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities :
- Handling Client Documentation as per checklist to ensure smooth onboarding of AIF/PMS as well as
- Distributors
- Ensuring compliance with SEBI Regulations while onboarding new clients
- Co-ordination with the sales RM for obtaining proper documentation from the investor
- Co-ordinating with Custodians to open Demat account
- Replying to Investor queries
- Sending various communication to Clients / Investors/ Distributors
- Co-ordinating with R & T agent
- Maintaining records of Distributors, commission payment
Job Requirements :
- 2 - 4 yrs. experience in PMS / AIF Customer Service & Operational background
- Strong understanding of PMS / AIF -SEBI Regulations, knowledge of PMLA/ AML
guidelines - Proficiency in Wealth Spectrum / Wealth Connect
- Excellent communication skills with ability to work effectively across multiple stakeholders.
Sourced from naukri
Skills
About Bandhan AMC
Bandhan AMC
Financial Services
201-500
employees
Mumbai, Maharashtra
India
₹13L PA avg
Avg at Bandhan AMC
About
Established in 2000, Bandhan AMC (Erstwhile IDFC AMC) is focused on helping savers become investors and create wealth. Backed by the legacy, goodwill, and inclusiveness that our shareholders, Bandhan Financial Services Limited, ChrysCapital, and GIC (Singapore) represent, we bring together a strong foundation in serving investors through a slew of well-defined products and a deep commitment to empowering communities.
Bandhan AMC has a seasoned investment team, an on-the-ground presence in over 60 cities, and investors in over 790 cities and towns across the country. We offer a range of prudently constructed investment products – across Mutual Funds, AIF, and PMS platforms with the aim to provide performance consistent with the product’s well-defined objectives.
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10 reviews
Culture
3.5
Career growth
2.7
Work-life
3.7
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