Internship Duration - 3 to 6 months
Key Responsibilities:
- Data Management & reconciliation: Carrying out transactions reconciliation of Mutual Fund, AIF, PMS & other Wealth Products ensuring data integrity and compliance with internal policies and regulatory requirements.
- Client Reporting: Prepare monthly AIF PMS reports.
- Collaboration: Co-ordinating with Manufacturers for data requirements across Wealth products.
- QRCs: Address Queries, Requests & Complaints from RMs and Partners.
Qualifications & Skills:
- Analytical skills with attention to detail and a proactive approach to problem-solving.
- Proficient in MS Office Suite (Excel & Word).
- Good communication and interpersonal skills.
- Finance or Engineering Graduate
