Associate Financial Planner and Mutual fund Ops

2 weeks ago

Najafgarh, Delhi, India Hum Fauji Initiatives Full time ₹ 2,00,000 - ₹ 6,00,000 per year

Position:
 Operations & Admin Executive

Company:
Hum Fauji Initiatives TM (brand name of Hum Fauji Financial Services Pvt. Ltd)

Location:
 Dwarka, New Delhi

Qualification:
 Minimum Graduation/Post Graduation in commerce. Certifications/PG Diploma/Degree

in Finance domain will add advantage.

Experience:
Could be a Fresher or with some experience (1-2 years) in some other financial company as an intern or regular job with similar job profile as the current one.

Salary Expectation:
As per industry standards. Higher start may be considered for a deserving

candidate.

Job Description:

 Able to generate investment link on online software like Invest well.

 Able to connect with AMC regarding the solving the issues related to investments

 Maintain drop box

 Able to monitoring the SIP, payments, redemption dates and payments.

 Should properly maintain and update G-Doc.

 Able to process bank change request from planner.

 NRI client process.

 Able to do KYC and error free MF and other investments related forms filling.

 Handle invest well, NSE and BSE platform comfortably.

 Generate monthly report

 Responsible for AUM Reconciliation as and when required by management.

 Generate MIS Report.

 Handle the queries from financial planner.

About the Company:

 Hum Fauji Initiatives TM (brand name of Hum Fauji Financial Services Pvt. Ltd) operates in the niche

clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2015 certified company.

 We undertake comprehensive financial planning and investments in mutual funds, bonds, fixed

deposits, and real-estate, and also undertake income tax filing. The product and service portfolio is

being constantly expanded.

 We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues.

 Contact Information: Extn. 224, Send your candidature to

  • HR. Company website )

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