Wealth Manager
Aneel Laosd And Associates

  • icon job experience 1 - 4 Years
  • icon job opening 10 Openings
  • icon salary 1.0 - 3.5 Lac/Yr
  • icon job location Mumbai
  • Face-to-Face interview Face-to-Face interview
Key Skills

Wealth Manager Wealth Management

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Job Description

Mutual fund operations - Brokerage commission reconciliation.

Daily client uploads.

AUM reconcilation.

Handling audit queries.

PMS operations- Monthly transactions uploading.

Clientwise underlying data(holdings reports)

AIF clients uploads

Private equity clients uploads

  • Experience

    1 - 4 Years

  • No. of Openings

    10

  • Education

    Any Bachelor Degree

  • Role

    Wealth Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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About Aneel Laosd And Associates

We are Effectively working on the areas of securities law and various assignments on retainership basis as Consultant/auditor for rendering advisory services on securities laws, Compliance audit, PMS Audit, Internal Audit of Stock Brokers, IT Companies, Construction Project, Depository Participant (DP) audit, Corporate Taxation and related matters..
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