Team Member, DS

About the role

We nourish the aspiration of becoming a Fin-Tech AMC and breaking into the Industry Top 5 over next couple of years. It encourages our partners & investors to transition from transactional investing for quick gratification to investing for fulfilment of critical life goals. Thus, our endeavour is to offer a basket of investment solutions which helps customers create a financially independent & happier tomorrow.

What you'll do

• Responsible for CMS arrangements with Banks
• Perform error free branch operations related to Investor services, Sales Support function
• Handling client calls & RM servicing
• Visiting Distributors periodically and updating service initiatives

What you need

• 2–4 yrs of experience
• Portfolio management
• MIS reporting
• Mutual funds
• Sales
• Learning and development
• Any graduate