Service RM

15 hours ago


Delhi, India Future Corp Capital Full time
About Us:

Future Corp Capital is a dynamic wealth management firm dedicated to providing personalised financial solutions to our clients. We are seeking an experienced Service Relationship Manager (RM) or Operations Executive to support our growing client base and streamline operational functions.

Key Responsibilities:

- Manage client transactions on BSE Mutual Fund Platforms and Share Khan trading and demat systems.- Collect and collate health, auto, and other general insurance quotes from multiple providers.- Oversee firm compliance with SEBI, IRDA, AMFI, and APMI regulations.- Complete KYC processes for clients.- Collate tax documents for client filings.- Coordinate pick-up and drop-off for essential documents.- Prepare and verify GST invoices to ensure accuracy.- Handle client reporting and respond to queries on our reporting platform.

Ideal Candidate:

- Minimum of 5 years of experience in a similar role, ideally within the financial services industry.- Strong knowledge of compliance requirements (SEBI, IRDA, AMFI, APMI).- Excellent organisational and multitasking abilities.- Proficiency in handling mutual fund and trading platforms, with a keen eye for detail in documentation and reporting.- Ability to handle a dynamic work environment catering to a diverse clientele.

What We Offer:

- A collaborative, client-focused work environment.- Opportunities for professional growth and development.- Competitive salary and benefits package.- An employee focused work culture.

If you have a passion for operations and client service in the financial sector, we would love to hear from you Please apply with your resume and cover letter.
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