Financial Services Manager
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITEDKolkata, Republic Of India, IN10 hours ago
Job descriptionManage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF, ensuring accuracy and timeliness. Support client onboarding by handling KYC, documentation, and compliance requirements. Address client service requests, queries, and transaction-related issues promptly. Collaborate with Relationship Managers and Advisors to deliver a seamless client experience. Maintain sound knowledge of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) to support advisory and client needs. Coordinate with internal teams, AMCs, custodians, and other stakeholders to ensure operational efficiency. Prepare client statements, reports, and presentations as required.
The Corporate : A new age, focused Asset Management and Wealth Management Platform that aims at providing clients with transparent, cost-efficient, and unbiased solutions with 650 plus employees and 12500 cr of AUM
Job Locations : Kolkata (Regional Office)
Experience :
Hands-on experience with BSE STAR MF platform.
4+ years of relevant experience in wealth management
- Proficiency in MS Excel and financial platforms;
detail-oriented with strong execution skills. Excellent communication and client servicing abilities.
Job Description
#ClientOnboarding #TransactionProcessing #MFOperations #ClientExperience #RelationshipManagement #FinancialOperations #WealthManagement #MutualFunds #InvestmentAdvisory #FinancialServices #AssetManagement #BSESTARMF #AIF #PMS
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Financial Manager • Kolkata, Republic Of India, IN
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