Associate client relation
at GM infotech
Associate client relation at GM infotech · Mumbai · 1 - 2 years · ₹2L - ₹3L / yr · Profitable · Posted 12 Aug 2022
1 - 2 yrs
₹2L - ₹3L / yr
Mumbai
Skills
Finance
Communication Skills
English Proficiency
Financial knowledge
Job Title: Associate - Client Relation
Job Description :
- Deliver all reports to clients as per pre-agreed schedule
- Obtain client approvals for ad hoc jobs and ensure proper documentation of the same
- Coordinate all ad hoc activities like Postal Ballot, Annual reports dispatch, dividends & AGM etc.
- Client master updates
- Follow up with clients' dividend bankers for paid / unpaid data
- Client Visit
- Any other task assigned from time to time.
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About GM infotech
Founded :
2020
Type :
Products & Services
Size :
100-1000
Stage :
Profitable
About
Meet Business Goals & Objectives Faster with GM Infotech, We Are Leading Digital Marketing Agency, SEO Services Provider Company in Mumbai. We Offers Website Design and Development, SMO, Logo Design, placement consultants, IT Infrastructure and More Services at Affordable Price.
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Company social profiles
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Job Summary
We are looking for a detail-oriented Wealth Management Associate with hands-on exposure to PEA, portfolio analysis, capital markets, and investment products. The candidate will support wealth management operations, portfolio analysis, client reporting, market research, and investment-related activities while ensuring accuracy and timely execution.
Key Responsibilities:
- Support wealth management operations, including trade execution, settlement, and reconciliation.
- Perform portfolio/equity analysis, asset allocation, performance tracking, and risk analysis.
- Conduct market research and track market trends, economic developments, and investment opportunities.
- Prepare client reports, portfolio statements, MIS, and analytical reports.
- Handle corporate actions, dividends, NAV movements, and other portfolio-related activities.
- Analyze financial statements, equities, mutual funds, ETFs, and other investment products.
- Coordinate with RM teams, PMS, and AIF teams for smooth portfolio operations.
- Handle client/internal queries and support process improvements and ad-hoc requirements.
Candidate Requirements:
- Minimum 6 months of relevant experience in Wealth Management Operations, Equity Research, Investment Advisory, or Portfolio Analysis.
- Strong understanding of capital markets and investment products.
- Exposure to Equities, ETFs, Mutual Funds, and Crypto instruments.
- Knowledge of portfolio analysis, equity/fund analysis, market research, and client reporting.
- Understanding of corporate actions, dividends, NAV movements, and financial statements.
- Experience with RM, PMS, or AIF setups will be preferred.
- Strong Advanced Excel and MIS reporting skills.
- NISM certification will be an added advantage.
Key Skills:
- Portfolio & Equity Analysis (PEA)
- Capital Markets & Investment Products
- Financial & Fund Analysis
- Advanced Excel & MIS
- Analytical & Problem-Solving Skills
- Attention to Detail & Accuracy
- Good Communication & Interpersonal Skills
- Ability to work under deadlines and in a fast-paced environment
- Flexibility to work in rotational shifts and rotational week offs
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Shubham Vishwakarma
Full Stack Developer - AverlonI had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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