CA/CMA Qualified (Registered Investment Advisor)
Accountshunt Hiring Solutions · Mumbai · onsite · Posted 71d ago
Undisclosed5–9 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Key Roles & Responsibilities
Manage day-to-day operational activities of the RIA business.
Assist with client onboarding, KYC, and account opening documentation.
Maintain accurate client records and investment documentation.
Manage day-to-day operational activities of the RIA business.
Assist with client onboarding, KYC, and account opening documentation.
Maintain accurate client records and investment documentation.
Sourced from naukri
Skills
RIAFund accountingInvestment management