Job openings for investor relation officer in noida delhi

QUALIFICATIONS:
• Excellent written and oral communication skills
• Very well versed in MS Excel
• An eye for detail and a can-do attitude
• Candidate must be eager to learn and grow in the role
• Keen interest in capital markets and investments, will be an added advantage
• Related work experience of 3 to 5 years in the financial sector (AMCs, PMSs, Banks, etc.)
• Graduate/Post graduate in economics/commerce/business studies; CFA level I or similar qualifications preferred
NATURE OF WORK:
• Coordination on client on boarding
• Interact with clients - mostly UHNIs & NRIs - on their operations related queries
• Prepare and maintain investment/portfolio sheets for clients on day to day basis
• Check calculation of management and performance fees
• Ensure timely delivery of the quarterly reports to the clients
• Liaison with clients’ CAs during tax filing period
• Liaison with custodians, banks and third party PMS, AIFs, etc.
• Support the business development activities to grow the client base