€¢ 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
Gender
Male
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face Interview Location
reachus@gbcaindia.com