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Client Relationship Management & Back-office Execution Job

Client Relationship Management & Back-office Execution

QRATE CAPITAL LLP

Thane

Start date

Starts Immediately

CTC (ANNUAL)

₹ 2,00,000 - 2,00,001 ₹ 2,00,000 - 2,00,001 /year

Experience

0-4 years

0-4 years experience

Apply By

2 Nov' 24

Posted 1 day ago

Job

3 applicants

About the job

Key responsibilities:

1. Client onboarding process, KYC updation and modification
2. Execution of client's investment plan
3. Monitoring and periodic review of client's portfolio
4. Modification in client's investment plan to align with market dynamics
5. Redressal of problems or inefficiencies
6. Create content for firm's LinkedIn page

Skill(s) required

Content Writing Effective Communication English Proficiency (Spoken) English Proficiency (Written) Hindi Proficiency (Spoken)

Earn certifications in these skills

Learn Business Communication

Who can apply

1. Those who are from or open to relocate to Thane and neighboring cities

Other requirements

1. Basic knowledge of finance and capital markets

2. Good command over English (oral & written) and Hindi (oral)

3. Eye for detail and interest in setting up processes and systems

4. Interest in digitisation and process optimisation

5. NISM VA (mutual fund) certification

Salary

Probation:

Duration: 3 months

Salary during probation: ₹12,000 - 13,500 /month (only for freshers)

After probation:

Annual CTC: ₹ 2,00,000 - 2,00,001 /year

Perks

5 days a week

Number of openings

About QRATE CAPITAL LLP

Website

"What's right for your friend may not be right for you. You need an investment plan that's curated just for you."

We help our clients choose investments that are "Sahi" for them to help them achieve their financial goals. Products: Equity, Mutual Funds, Sovereign Gold Bonds, and 54EC Bonds.

Activity on Internshala

Hiring since February 2024

3 opportunities posted