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Company Name : Tarrakki
Location : Ahmedabad, Gujarat
Position : Operations Associate
Job Description : What is Tarrakki?
Tarrakki is, at its core, a wealth management app. It’s been designed and developed with the sole
aim to make investing, wealth creation, and wealth management easy, paperless, and accessible to
more Indians with each passing day.
Unlike some other similar apps, Tarrakki is not a bot-driven investment portal looking to make a
quick buck. We’re here to build long term relationships with our users by giving them the best
possible investment advise from time to time.
India has a large population of educated people who make enough money to invest. However, most
people are under the impression that investing is a complicated, tedious task where the chances of
going wrong are pretty high.
That’s where Tarrakki comes in, to make wealth creation and management a breeze.
What you’ll be doing…..
1. Should be well versed with Mutual Fund Processes to handle
Reconciliation with RTAs
2. Interact with AMCs & RTA to ensure the smooth running of day to day operations
3. Onboarding new clients (KYC, account opening and answering any queries they have)
4. Mutual Fund AUM Reconciliations and MIS
5. Monitoring of day to day operational process and execute when required.
6. Well versed with mutual fund compliance.
7. Manage operations for equity investments of Tarrakki Users
Required Experience, Skills and Qualifications :
Bachelor’s degree, or equivalent work experience
One to five years of experience in a financial operations position, preferably working with an AMC or a brokerage firm.
Expert knowledge of the mutual fund, equities, PMS, insurance industry
Strong MS Office skills (Excel and Powerpoint)
Well-developed analytical and problem-solving skills
Excellent interpersonal, verbal and written communication skills. Strong command over English is must.
This post is listed Under Ahmedabad jobs
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