Provide pre-sales and post-sales support for PMS&AIF products.Coordinate with clients, distributors and internal teams to ensure smooth on-boarding of client accounts. This may involve client visits.Maintain and update client records in CRM systemsRequired Candidate profileStrong team player and work collaboratively across departments.Self-motivated and able to work independently.High level of professionalism.Client-centric mindset with a focus on delivering value.

Coordinate with fund managers to execute equity trades, manage orders, and minimize market impact. Work with brokers for trade confirmation, ensure compliance with SEBI regulations, and prepare trade allocation reports for reconciliation.

Assisting MD and handling day to day secretarial activities, giving administrative support, travel management, co-ordination with departments, handling personal work of MD.Organizing & coordinating external communication.Ability to multitask.Required Candidate profilePreference given to woman candidate.Graduate / Post Graduate/ MBA.Excellent written and verbal communication skills.Proficiency in using MS Office.5-7 years' experience in similar profile.