Account Executive

€¢ Coordination with investment managers, client, consultants for relevant data of the clients

€¢ Assisting the clients with on-boarding data across investment vehicles in an Investment software (Initial and on-going)

€¢ Coordinating for periodic reviews with clients to ensure sanity of database and timely reconciliation of data

€¢ Understanding and analyzing the investment reports generated from the Investment software and learning about various investments and it€™s performance

€¢ Familiar with individual accounting in tally

€¢ Good written and oral communication

€¢ Strong Excel and Presentation skills

€¢ Proactive in approach

• Experience

  1 - 3 Years

• No. of Openings

  2

• Education

  Graduate (B.Com, CA)

• Role

  Account Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  reachus@gbcaindia.com