Officer - Pune | Zoek India
This Browser does not support all the features of .
For the best experience please use a Modern Browser.
Pune, Pune Division, Maharashtra
Permanent (Full time)
Role Description To place deals as per the investorâs instructions for All Money-in andÂ Money-out(Repurchase) Transfer of Investments from one product to another product Switches and Conversion transactions from income to growth To ensure that all transactions are placed within the valuation point that is applicable to various management companies. Also, includes setting up client account. To handle all registration and transfer activities which include Database administration in respect of client and agent.Â Settling the deals placed and setting up payment mandates. It also includes setting up deals for regular savings and amendments thereof. Processing the undelivered correspondences and appointment of agents. It also involves carrying out Money Laundering checks and updating the clientsâ status accordingly. Manage work flow with timely escalations. Regularly achieving the productivity and quality standards in the activity specifically assigned. Qualifications Any finance graduate or post graduate Desired Skills and Competencies Banking and Finance