Capital Advisors
Job Description
About the job
1. Onboard clients by verifying and processing KYC, FATCA, and other regulatory documentation, and maintain accurate client records while ensuring timely portfolio updates
2. Create a plan of action based on internal recommendations
3. Execute clients’ transactions on varied platforms by handling daily operations related to mutual fund investments, including purchase, redemption, and switch transactions, and coordinate with AMCs, RTA teams, and platforms such as CAMS Edge 360, MFU, or MF Central for transaction execution and issue resolution
4. Monitor clients’ portfolios on various reporting platforms and perform portfolio reviews based on internal processes and generate portfolio reports, capital gain statements, and other client-related MIS while ensuring compliance with SEBI, AMFI, and internal audit requirements
5. Analyse performance against benchmarks using the in-house product appraisal system
6. Facilitate the onboarding of clients and the empanelment of various service providers
7. Reconcile and maintain the client’s reporting system to keep records up to date
8. Collaborate with team members in daily operational tasks and contribute to process improvements to enhance efficiency and client satisfaction
Skill(s) required
Who can apply
Only those candidates can apply who:
1. have minimum 1 years of experience
2. are from Mumbai only
Other requirements
1. Team player, high level of accuracy, integrity, and attention to detail
2. English writing and verbal skills – should be able to explain well
3. Strong communication and coordination skills
4. Good English (written and spoken) mandatory
5. Well-versed with MS Office – especially MS Excel
6. Comfort with financial reporting tools
7. High level of accuracy, integrity, and attention to detail
8. Well-versed with presentation programmes like Canva or Gamma
9. Use of AI tools to enhance the efficiency of operations and client service
Annual CTC: ₹ 2,00,000 – 3,00,000 /year
Perks
Number of openings
About Capital Advisors
To apply for this job please visit internshala.com.