Knowledge Integrator, USA Advisor Support

8 hours ago


Ahmedabad Surat Vadodara, India i4 Knowledge Processing Full time ₹ 2,00,000 - ₹ 4,00,000 per year


•Assist with account setup,custodian paperwork review and CRM updates

•Manage advisor workflows,compliance checklists and operational task

•Prepare detailed reports

•Assistance in Portfolio Services

•Overall support to the wealth management processes



  • Ahmedabad, India i4 Knowledge Processing Full time

    Assist with onboarding workflows including account setup, custodian paperwork review and CRM updates. Analyse and manage advisor workflows, compliance checklists, and operational task Prepare detailed reports Assistance in Portfolio Services Provident fund


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