Client Service & Operations Associate

About the job:Key Responsibilities:

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 satisfactionWho can apply:Only those candidates can apply who:have minimum 1 years of experienceare from Mumbai onlySalary:₹ 2,00,000 - 3,00,000 /yearExperience:1 year(s)Deadline:[hidden]:59:59Other perks:Free snacks & beveragesSkills required:Client Interaction, MS-Excel, Client Relationship Management (CRM), Teamwork, Client Relationship, English Proficiency (Spoken) and English Proficiency (Written)Other Requirements:1. Team player, high level of accuracy, integrity, and attention to detail2. English writing and verbal skills - should be able to explain well3. Strong communication and coordination skills4. Good English (written and spoken) mandatory5. Well-versed with MS Office - especially MS Excel6. Comfort with financial reporting tools7. High level of accuracy, integrity, and attention to detail8. Well-versed with presentation programmes like Canva or Gamma9. Use of AI tools to enhance the efficiency of operations and client serviceAbout Company:We, Capital Advisors, are an investment advisory firm run by Mr. Jignesh Shah, who is a SEBI-registered investment advisor. He has been in the capital market since 1994 and is qualified as a CA (chartered accountant - 5th rank all over India), CFA (chartered financial analyst) and CTEP (chartered trust & estate planner).

Responsibilities

Key Responsibilities:

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