Manager - Investments and Client Relations

4 weeks ago

New Delhi, India CAGRfunds Full time

Salary: 3-4L per annum, basis the experience and suitability of the candidate.CFPs / CFP pursuant ONLY.Company DescriptionCAGRfunds is a wealth management company that simplifies the investing decision making process. Their solutions are customized to individual investment goals and provide easy-to-understand reports to track investments efficiently. The company's team of experts conducts in-depth research on various investment opportunities within mutual funds.Role DescriptionThis is a full-time on-site role for a Manager - Investments & Client Relations located in Mumbai at CAGRfunds. The role involves working closely with existing clients. This role does NOT involve any sales aspect.Primary responsibility would include:a) Client onboarding, preparing mutual fund suggestions for individuals and familiesb) Address all service requests of the clients - ensure response time to be within 24 hours.c) Review existing portfolios of clients, develop an understanding of what actions need to be taken on the portfoliosd) Downloading statement of accounts, reports + enabling transactions for clientse) Analysis of financial productsf) Calculation of capital gains on redemption, exit load and other such computations related to client actionsg) Liaison with AMC RMs to remove bottlenecks, if any in the transaction and reporting processh) Facilitate change of bank, change of ARN code, KYC and other formalities with respect to new and existing clientsQualifications- Graduate (Fresher CFPs / CFP candidates will be preferred) - Experience of working with a mutual fund distributor will be a plus - Knowledge of Mutual Funds and Personal Finance - Bachelor's degree in Finance, Economics, Business, or related field

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