About the role
Job Responsibilities
·Processing of Client onboarding
·Processing of transaction across all investment product’s
·Coordination with AMCs and other manufacturer
·Coordination with internal departments
·Maintain records of clients, transactions
·Maintain business MIS of the Unit
·Reporting of business to MIS team
·Coordinating with clients as per requirement
·Ensure best service to clients and RMs
Organizational Relationships
·Works closely with the Sales, Research and Products team of Emkay Wealth
Skills
·Excellent interpersonal skills
·Adaptable to work with various departments within organisation
·Problem solving abilities
·Excellent communication skills in English
Qualification
·Graduate or MBA with specialisation in Finance
Experience
·2-4 years of customer service experience in Wealth Management/Financial services industry with understanding of financial products
Competencies
·Lives the company values
·Business Awareness & Market Knowledge
·Customer Centricity
·People Connect
·Result Orientation
·Networking Ability