Assistant Manager – Investment Servicing & Operations

Full Time

Company: Sinhasi Consultants Pvt Ltd

Company website:

No. of Position: 2

Experience / Qualification: B.Com/ Graduate / CFP with 0-2 years experience in Plan servicing and operations.

Job Description:
  • Responsible for execution of investment suggestions.
  • On time and efficient execution of Investments, Insurance plans etc.
  • Client coordination for completing all KYC compliant documentation and other documentation,
  • Responsible for completing all paperwork towards Financial Plan implementation.
  • To coordinate with vendors / product manufacturer to execute and resolve service related queries – across all investments i.e. brokers, mutual funds, insurance, other vendors etc.
  • To ensure investment recommendations and insurance plans are executed with 100% accuracy and zero error.
  • Regular and accurate investment updates, tax reports etc to send to clients.
  • Regular internal audit checks on all client information and reports.
  • Regular focussed plan updation and monitoring as per client goals and plans

Skills that are absolutely necessary for the job:

  • CFP graduate - preferred
  • High level of Integrity, Ethics
  • Good knowledge in Excel and Maths with error free work.
  • Must have basic knowledge of Financial Products and Investments such as MFs, PMS, Bonds, AIF, Corporate FDs, PPF, EPF etc).
  • Good communication skills (listening, writing and speaking)
  • Good operational, organisational and follow up skills
  • Strong leadership, interpersonal, analytical, and time management skills

Salary Expectation: As per industry standards, Will be based on individual qualifications, experience and competence.

Hiring Manager Details:

[email protected]