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  • Executive - Wealth Management (IPO & MF) - Mumbai

      Location Mumbai
      Department Wealth Management (IPO & MF)
      No. of Openings 1
      Age 22 to 30
      Qualifications Graduate, MBA, Post Graduate
      Experience in Years 1 to 3 Yrs
      Scope and Responsibilities

      Complete Mutual Fund Back Office Operations.


      Good at Mutual Fund Software.


      Sending Portfolios to Clients on a regular basis.


      Preparation of MIS based on Sub- brokers & Relationship Managers.


      Co-ordination  with CAMS & KARVY for mail back  reports etc.


      Updating EUIN, FATCA status etc.


      Candidate Profile

      Good at English, Gujarati, Marathi & Hindi.
       
      NISM VA - Mutual Fund Distribution Certificate. 

      Very conversant with Excel, such as Pivot Tables, If function, V lookup Functions.
      Apply For Job  Refer a Friend




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KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day.

Sushil Financial Services Private Limited - SEBI Registration No. - INZ000165135 – BSE/ NSE/ MSEI. Sushil Financial Services Private Limited : SEBI Registration No.- IN DP CDSL 194-2002 - Depository Participant (CDSL) Sushil Financial Services Private Limited : SEBI Registration No.- INH000000867 - Research Analyst Sushil Financial Services Private Limited - ARN No.77875 Sushil Global Commodities Private Limited - SEBI Registration No. - INZ000025633 – MCX / NCDEX. Sushil Finance Consultants Limited - ARN No. 42257. Sushil Capital Private Limited - NBFC No. N-13.01901.
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