Client Services Executive
Wealth First is a wealth management firm seeking a Client Services Executive in Ahmedabad. The role involves managing daily operations, including client registrations, form processing, transaction management for various financial products, and portfolio reporting. Candidates must have experience in mutual fund operations and strong proficiency in MS Excel. The position requires meticulous attention to detail to handle query management and regulatory compliance tasks.
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Experience
2-5 years
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
Wealth First is a wealth management firm seeking a Client Services Executive in Ahmedabad. The role involves managing daily operations, including client registrations, form processing, transaction management for various financial products, and portfolio reporting. Candidates must have experience in mutual fund operations and strong proficiency in MS Excel. The position requires meticulous attention to detail to handle query management and regulatory compliance tasks.
TAL's take
Standard operational finance role within a niche wealth management firm, limited growth signal.
Clear, task-based operational role with well-defined daily responsibilities in mutual fund and portfolio management.
Must haves
- 2-5 years experience in mutual fund operations
- Strong attention to detail and accuracy
- Good communication and coordination skills
- Proficiency in MS Excel and operational software
Tools and skills
Nice to have: nism certification.
About the company
Established wealth management firm providing comprehensive financial services.
Posts mentioning Wealth First Portfolio Managers Ltd
Luxury Property Boom to Skyrocket Home Prices in India
- Home prices in India are set to rise steadily, driven by demand for luxury properties from wealthy individuals, according to a Reuters poll of housing experts. - Economic growth benefits are increasingly being funneled to a select few, leaving millions of job-seekers out of the growth story. - Aspiring first-time buyers are forced to keep renting as affordable homes dwindle and cash-rich individuals corner the property market. - National home prices in India are expected to rise 7.75% this year, with further increases of 6.0%-6.25% in the next two years. - Developers are focusing on luxury housing projects, aligning supply with prevailing demand, while affordable housing continues to suffer. Source: [Reuters](https://www.reuters.com/world/india/luxury-property-frenzy-set-drive-up-home-prices-india-2024-09-03/)
Building Wealth
Folks, what is your definition of ideal salary that can allow you to retire at age of 45 with enough wealth to fulfil your wishes of travelling, buying house, etc.
With world's highest wealth and income inequalities, is it wonder that we are a struggling nation?
Inequalities in India have been climbing since the 80s and peaked by 2015, stayed flat for few years, but again started to climb post COVID!! This isn't about BJP Congress, Hindu Muslim or anything else. A group of powerful families and the top 1% are hijacking all the resources and productivity gains of our people, more than any other major country of our comparison.