Trainee - Client Servicing

2 months ago


Dadar Mumbai Maharashtra, India Multi-Act Equity Consultancy Pvt. Ltd. Full time

Job Description: To provide support for data management to the Client Advisory Team at Multi-Act

**Role and Responsibilities**

To collect financial data from multiple sources e.g. annual reports, financial database for

multiple asset classes such as Equities, Mutual Funds, PMS, Bonds and Other Investment

Securities
- To enter data into Excel based models/templates.
- To manage and maintain files/records.

**Qualifications and Education Requirements**

**Required Skills**:

- Advance level Microsoft Excel
- Graduate with a specialization in Finance e.g. BBA/ BMS/ BAF / B.Com

**Soft Skills Required**:

- High degree of Professional code of conduct
- Communication Skills (both written and verbal)
- Ability to work with numbers
- Speed and accuracy in entering data
- Ability to manage multiple requirements in a fast
- paced, dynamic environment
- Detail oriented with a high degree of accuracy

Preferred Skills: Analytical and logical

**Job Types**: Full-time, Fresher, Temporary
Contract length: 12 months

Pay: ₹20,000.00 - ₹30,000.00 per month

Schedule:

- Day shift
- Monday to Friday

Work Location: In person



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