
Associate Financial Planner and Mutual fund Ops
7 days ago
Position:
Operations & Admin Executive
Company:
Hum Fauji Initiatives TM (brand name of Hum Fauji Financial Services Pvt. Ltd)
Location:
Dwarka, New Delhi
Qualification:
Minimum Graduation/Post Graduation in commerce. Certifications/PG Diploma/Degree
in Finance domain will add advantage.
Experience:
Could be a Fresher or with some experience (1-2 years) in some other financial company as an intern or regular job with similar job profile as the current one.
Salary Expectation:
As per industry standards. Higher start may be considered for a deserving
candidate.
Job Description:
Able to generate investment link on online software like Invest well.
Able to connect with AMC regarding the solving the issues related to investments
Maintain drop box
Able to monitoring the SIP, payments, redemption dates and payments.
Should properly maintain and update G-Doc.
Able to process bank change request from planner.
NRI client process.
Able to do KYC and error free MF and other investments related forms filling.
Handle invest well, NSE and BSE platform comfortably.
Generate monthly report
Responsible for AUM Reconciliation as and when required by management.
Generate MIS Report.
Handle the queries from financial planner.
About the Company:
Hum Fauji Initiatives TM (brand name of Hum Fauji Financial Services Pvt. Ltd) operates in the niche
clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company.
We undertake comprehensive financial planning and investments in mutual funds, bonds, fixed
deposits, and real-estate, and also undertake income tax filing. The product and service portfolio is
being constantly expanded.
We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues.
Contact Information: Extn. 224, Send your candidature to
- HR. Company website )
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