Operations and Client Support Professional
Jama Wealth · Bengaluru · onsite · Posted 47d ago
Undisclosed2–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Description
Maxiom Wealth is a Hyderabad based AMFI registered, SEBI Registered Portfolio Manager (Maxiom Asset Management Pvt Ltd), offering portfolio management services (PMS).
operations-support
Key Responsibilities
1 Create a Service Culture and ensure a superior Service experience for our customers.
2 Ensure smooth client onboarding journey and effective communication with RM and client.
3 Execute MF transactions, reconcile client portfolio, liaison with third party service providers like MF, PMS, etc.
4 Address client concerns promptly and ensure a high level of satisfaction.
5 Maintain accurate records of client interactions and follow up on unresolved issues.
6 Ensure effective servicing and address clients related to statements, wealth related queries, portfolio statements etc.
Skills and Experience
Relevant Experience
2 to 5 years experience in operations within the finance or wealth management domain.
KYC & Third Party Liaison
Understanding of KYC procedure and experience in liasoning with third party product providers like MF, PMS, AIF, etc.
BSE Star Platform
Understanding of BSE Star platform for order placement, client onboarding, order reconciliation, etc would be an added advantage.
Compliance & Onboarding
Knowledge of compliance and client onboarding processes in financial industry.
Communication & Teamwork
Good communication skills and ability to collaborate with cross functional teams.
Client Focus
Client-focused attitude with a proactive approach to relationship building.
Problem Solving
Problem-solving abilities to address client queries effectively.
Notice Period
Looking for Immediate to 1 month joiners.
What You Will Gain
Learning and Development
A nurturing environment that offers ample opportunities for professional growth and skill enhancement.
Dynamic Teamwork
The chance to work with a dynamic team that's reshaping the financial services landscape.
Leadership Access
Direct access to industry veterans and company founders who value every team member's contribution.
Rewarding Career
Competitive compensation, benefits, and the opportunity to advance in a rapidly growing company.
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
PMSAsset ManagementliasoningbseClient OnboardingClient SupportLearning And DevelopmentPortfolio ManagementOnboardingCommunication Skillsoperationsrelationship buildingFinancial ServicesSEBIcomplianceKYCfinance