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Position Details:
Position Financial Investments Co-ordinator –Operations (Backoffice) @ Arthashastra Financial Planners Pvt. Ltd.
Company Name Arthashastra Financial Planners Pvt. Ltd.
Location Mumbai-Malad, India
Job Type Financial Investments Co-ordinator –Operations
Job Description

Company Website :

Company Profile : Arthashastra Financial Planners Pvt. Ltd. (AFPPL) operates in the area of personal financial services (since 1998), with an aim of handholding busy professionals towards achieving financial security and freedom. AFPPL maintains a sharp client focused approach in its business. AFPPL believes in the credo of building professional COMPETENCE, creating a sense of RELIABILITY through all actions towards developing TRUST in all its relationships.

Job Summary : We are looking for self-motivated, passionate and hardworking persons for our Back Office operations, who will provide confidential, and excellent organizational support/facilitation for client servicing and management of investment/insurance portfolios.

Job Requirements :

  • Strong time-management and planning skills; with multi-tasking and problem-solving abilities
  • Good analytical and interpersonal skills. A great team player who is self-observant and proactive.
  • Demonstrated diligence for organizing, planning, documentation and report preparations.
  • Proactive orientation towards client support services, with empathy and helpfulness
  • Build, foster and maintain professional relationships with clients, prospects, business intermediaries/associates and concerned organizations

Job Description :

  • Client Servicing: Investors’ documentation completion. Execution of KYC processes. Tracking transactions, redemptions and rejections statuses. Tracking renewal due status and follow-ups
  • Client Query resolution and coordinating with various Financial Services providers like CAMS, Karvy and Franklin, Sundaram, BNP etc.
  • Document Management: Updating and digitalization of various records. Checking, versioning, storing of various documents required by the management. Preparation of presentations.
  • Research Assistance: Support internet and document based research to provide summarization and reports on specific topics, as may be assigned. Also, support social media blog preparation etc.
  • Analysis Assistance: Compilation of various MIS reports (daily, weekly, monthly).
  • Accounting Support: Client investments statements étc. Tracking of brokerages/sub-brokerages.
  • Assist with various administrative activities, as may be needed from time to time to  simplify/assist as required.
  • Facilitate/Verify transactions on Mutual Fund Transaction Platform (NSE/BSE/MF Utility).

Candidate Profile : 

  • Graduation or equivalent combination of education and experience.
  • Experience of volunteering, internships desired.
  • Diploma/Certification in office administration or secretarial/administrative support and/or financial services area, preferred.
  • Typically, 2 years of experience in similar roles in client services/office administration (FRESHERS CAN APPLY).
  • Good communications and interpersonal skills.
  • Demonstrable expertise on MS Office applications or equivalents.
  • Highly attentive to details with willingness to learn and innovate.
  • Candidate from nearby areas (Malad -West, Mumbai),within easy commute, preferred.

Salary : 180,000-300,000 per annum

Interested candidates can mail their updated resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 04/12/2018

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