Qualification:
B.com, MBA
Experience:
0–1 year
Preferred Skills:
Should have excellent verbal and non-verbal communication skills
Should be good team player
Should have interest in research and analysing financial concepts
Should have good analytical skills
Well versed in MS Office
Job Description:
- Preparation of detailed compliance reports (SOA and ROA).
- · Implement risk management and tax planning strategies by regular follow-up with banks and service providers.
- · Maintain Client profile in Financial planning software.
- · Regular communication with Financial Advisors.
- · Review works performed by subordinates.
- · Assist subordinates
- · Maintain internal control system to ensure smooth flow of work.
- · Maintain effective working relationships with all team members and team lead.
- · Responsible for timely and successful completion of Assessments.
- · Ensure all Internal Controls with regard to processing of accounts are followed up.