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Sales & Operations Support for a Asset Management co in MUMBAI

Keywords / Skills : Sales Support, Sales Coordinator, NFO, mutual fund operations, AMC operations

2 - 7 years
Posted: 2019-05-02

Industry
Banking/Accounting/Financial Services
Insurance
Function
Sales/Business Development
Banking, Insurance & Financial Services
Role
Insurance Operations Officer
Retail Branch Operations
Sales Coordinator
Other Sales - Sales Support
Education
Any graduate
Salary
2.00 - 4.00 lacs
Posted On
2nd May 2019
Job Ref code
Sales & Operations
Support
Job Description
Desig- Assistant Manager

Exp- 3-4 years

Location- Borivali

Reporting to Branch Manager

- Operations Management: Coordinating with Front office team and ensuring seamless processing of transactions from time to time.

- Scrutiny of financial transactions which includes Institutional investors, and HNI’s. Ensuring correct reporting of HV transactions to treasury team for proper utilization of Funds.

- Handling NFO’s.

- Taking care of entire administrative functions of the branch.

- Being an integral part of Sales Support.

- Taking care of distributor grievances and providing them with timely support.

- Reconciliation of financial transactions by maintaining the Daily Control of Time Stamping Records on day to day basis.

- Keeping track of all Financial and Non-Financial Transactions received at Branch and verifying the same.

- Verification of KYC’s.

- Co coordinating with Sales Team for Event Management/Road Shows. Managing Expense Requisition system and coordination with respective departments for Vendor Management and Payments.



About Company

The Code- "Sales & Operations Support
• Location – Borivali
• Present Salary/CTC (Fixed+ Variables)
• Scanned Photo -
To- " [HIDDEN TEXT]" attn "Sales & Operations Support

Sales & Operations Support required for a Asset Management co in MUMBAI
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