Wealth Manager

Aneel Laosd And Associates

1 - 4 Years
10 Openings
Not Disclosed
Mumbai
Face-to-Face interview

Key Skills

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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

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..