Key Responsibilities
- Handle day-to-day back-office operations for Motilal Oswal trading accounts.
- Execute mutual fund purchase/redemption requests and track SIPs.
- Coordinate with AMCs and Motilal Oswal support team for operational tasks.
- Manage insurance policy data, renewal reminders, and client communication.
- Maintain client KYC documentation, onboarding data, and compliance files.
- Work on Excel/Google Sheets for maintaining daily MIS.
About Company: We are a one-point solution for all your financial needs, like insurance, mutual funds, equities, and tax planning. We are focusing on investor-friendly advice for the wealth growth of the clients and providing all the tools of financial planning. The focus is on achieving the financial goals of our clients and providing customized solutions to all financial queries regarding investments, savings, tax planning, insurance, etc.
Partners with MOTILAL OSWAL GROUP for delivering more than 30 years of experience and research for equity and other services. Partners with different AMCs for mutual funds offering a wide range of schemes to suit the needs. One platform for all your financial worries and financial solutions.
