We are in Financial Planning , Wealth Management and Investment Services.
We provide investment solutions
in mutual funds and fixed income products.
Job Profile & Responsibility
® Handling
customer queries ( Transaction status /
Account statements )
® Handling
execution of investment and related transaction for clients
® Ensure
processing of applications forms for mutual fund and other transactions (
scrutinizing and dispatching for processing) every day within deadline
Form
filling for the financial products and
maintaining customer interaction records & documents
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