Principal Officer

1 week ago

Gandhinagar, India Alphabet Investment Full time

We at Alphabet Investment, are looking for a dedicated individual. The ideal individual must be able to interact with clients and possess knowledge of the financial markets. The individual must be excited to work with a Wealth Management firm while always keeping the needs of the client first.

1. Maintain Client Confidentiality
2. Making and receiving calls
3. Interacting with Clients & Fund Managers
4. All Operational Work
5. Product Research & Analysis

**Key Responsibilities**:

- Onboarding new customers and completing documentation effectively.
- Ensure error free transactions. Filling forms without any error and ensuring all activities are carried out in a timely manner.
- Creating MIS for all meetings and maintaining calendar for future meetings
- Creating presentations for investors after co-ordinating with the wealth managers.
- Research and analysis of funds and carrying out invoicing.
- Communicating with product partners / AMC's and developing relations to get the company's work done efficiently and correctly.
- The individual will have to take care of all backend responsibilities and any work that may arise.

**Functional Competencies for this role would be**:

- Basic knowledge on financial markets
- Knowledge of MS Word / Powerpoint / Excel
- Ability to understand and speak fairly fluent English
- Ensure compliance with regulators and bank.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹200,000.00 - ₹1,200,000.00 per year

Schedule:

- Day shift

COVID-19 considerations:
Regular Sanitization

**Experience**:

- total work: 1 year (preferred)

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