Wealth Manager

Aneel Laosd And Associates

1 - 4 Years
10 Openings
Not Disclosed
Mumbai

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

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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