Financial Investments Co-ordinator Jobs in Mumbai - Arthashastra Financial Planners Private Limited

Financial Investments Co-ordinator
Arthashastra Financial Planners Private Limited
Mumbai(Malad West )
2016 - 2018
0 to 2 Years
180000 - 280000 Per Year
Arthashastra Financial Planners Private Limited
Last Date 30 Nov 2018
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Arthashastra Financial Planners Private Limited - Job Details

Date of posting: 29 Oct 18

Job Summary:

  • We are looking for self-motivated, passionate and hardworking person for our Back Office operations, who will provide confidential, and excellent organizational support/facilitation for client servicing and management of investment/insurance portfolios.

Job Requirements:

  • Strong time-management and planning skills; with multi-tasking and problem solving abilities
  • Good analytical and interpersonal skills. A great team player who is self-observant and proactive.
  • Demonstrated diligence for organizing, planning, documentation and report preparations
  • Proactive orientation towards client support services, with empathy and helpfulness
  • Build foster and maintain professional relationships with clients, prospects, business intermediaries/associates and concerned organizations

Job Description:

  • Client Servicing: Investors documentation completion. Execution of KYC processes. Tracking transactions, redemptions and rejections statuses. Tracking renewal due status and follow-ups
  • Client Query resolution and coordinating with various Financial Services providers like from CAMS, Karvy and Franklin, Sundaram, BNP etc.
  • Document Management: Updating and digitalization of various records. Checking, versioning, storing of various documents required by the management. Preparation of presentations.
  • Research Assistance: Support internet and document based research to provide summarization and reports on specific topics, as may be assigned. Also support social media blog preparation etc.
  • Analysis Assistance: Compilation of various MIS reports (daily, weekly, monthly). Summarizing and formatting of various MIS reports for ease of understanding
  • Accounting Support: Client investments portfolio accounts Statements and related matters. Calculation of brokerages/sub-brokerages and statements preparation.
  • Assist with various administrative activities, as may be needed from time to time. Facilitate to  simplify the works for those supported
  • Work on Mutual Fund Transaction Platform (NSE/BSE / MF Utility).

Candidate Profile:

  • Graduation or equivalent combination of education and experience
  • Experience of volunteering, internships desired
  • Diploma/Certification in office administration or secretarial/administrative support and/or financial services area, preferred
  • Typically, 2 years of experience in similar roles in client services/office administration (FRESHERS CAN APPLY)
  • Good communications and interpersonal skills
  • Demonstrable expertise on MS Office applications or equivalents
  • Highly attentive to details with willingness to learn and innovate
  • Candidate from nearby areas (Malad -West, Mumbai),within easy commute, preferred.

Job Summary

Job Type : Full Time
Job Role : Others
Job Category : Analyst / Analytics,Logistics / Transportation
Hiring Process : Written-test, Face to Face Interview, Telephonic Interview
Who can apply : Freshers and Experienced (0 to 2 Years )

About Arthashastra Financial Planners Private Limited

Arthashastra Financial Planners Pvt. Ltd. or AFPPL is in the area of personal financial services, since 1998, and in business of handholding busy professionals towards achieving financial security and freedom. AFPPL maintains a sharp client focused approach in its business. AFPPL believes in the credo of building professional COMPETENCE, creating a sense of RELIABILITY through all actions towards developing TRUST in all its relationships.
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This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us

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Arthashastra Financial Planners Private Limited recruiting Financial Investments Co-ordinator Experienced(0 to 2 Years) candidates candidates nearby Mumbai(Malad West ).Arthashastra Financial Planners Private Limited vacancies for Financial Investments Co-ordinator is recruited through Written-test, Face to Face Interview etc.
Arthashastra Financial Planners Private Limited Company recruits a lot of Experienced(0 to 2 Years) candidates candidates every year based on the skills . The candidates with BBA/BBM, BFA, B.Com are selected to full fill the vacancies in Others job field. The candidates nearby Mumbai(Malad West ) can apply for Financial Investments Co-ordinator position in Arthashastra Financial Planners Private Limited. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the Arthashastra Financial Planners Private Limited recruitment, candidates are mostly chosen for the department of Others . To learn more about the current jobs and other details, it is better to go through official site of Arthashastra Financial Planners Private Limited and Freshersworld. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of Arthashastra Financial Planners Private Limited and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in Arthashastra Financial Planners Private Limited and near your city and get a secured career.