Finance Executive Fresher Job

Key responsibilities:

1. Handling business operations by following systems and processes.
2. Handling documentation for various investment products like mutual funds, PMS & various transaction platforms, overall compliances, and KYC paperwork
3. Working on client communication via phone and email and management of client s servicing requests
4. Completing back office operations of the investment functions including updating and maintaining the reporting software IFA Now, Masterstroke, etc.
5. Coordinating with mutual funds/PMS providers/Insurance Companies and other platform providers such as mutual fund utility (MFU), CAMS KFINTECH, etc
6. Reconciling investors investments and other back-office functions like MIS, non-financial transactions, capital gain statements, ad hoc MIS reports, periodic MIS reports
7. Handholding clients on usage of various platforms and mobile app
8. Handling the daily back-end operations
9. Coordinating with mutual fund companies and resolving client queries
10. Doing a portfolio review of the investments of the client
11. Generating various kinds of reports such as monthly portfolio reports and sending these to the client regularly

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