CRM & Back Office Executive
6 days ago
**It is a multi-dimensional, full-time role in the broking & distribution (capital markets) vertical of Qrate Capital LLP.**
**Day-To-Day Responsibilities**:
- Client onboarding process, KYC updation and modification
- Execution of client’s Investment Plan
- Monitoring and periodic review of client’s portfolio
- Modification in client’s investment plan to align with market dynamics
- Redressal of problems or inefficiencies
- Manage firm's LinkedIn Page
**Preferred Skill-sets**:
- Basic knowledge of finance and capital markets
- Good command over English (oral & written) and Hindi (oral)
- Eye for detail and interest in setting up processes and systems
- Interest in digitisation and process optimisation
**Additional Learning Opportunities**:
**No Sales Target**:
We do not set any Sales targets or incentives for employees. As an organisation, we do not undertake cold calling or any other “push” sales activity.
**Location**:
**About the Firm** - **Qrate Capital LLP**
Founded in 2019, Qrate has two distinct service verticals, management consultancy services and broking & distribution (capital markets) services.
- **Management Consultancy** - Qrate delivers tailored strategies and solutions to clients’ business challenges across diverse sectors such as pharmaceutical, metals, third party litigation finance, etc.
- **Broking & Distribution (Capital Markets)** - Qrate is an AMFI registered mutual fund distributor and NSE, BSE empanelled equity sub-broker. Qrate facilitates the entire wealth creation journey of the client right from Planning & Curation, Operations & Execution, to Review and Refinement.
Pay: ₹12,000.00 - ₹15,000.00 per month
**Benefits**:
- Paid sick time
Schedule:
- Day shift
**Education**:
- Bachelor's (required)
Work Location: In person
Expected Start Date: 01/11/2024
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