Junior finance executive - fresher
MumbaiFuture Plus Financial Planners Private Limited
...transactions, capital gain statements, ad hoc MIS reports, periodic MIS reports 7. Handholding clients on usage of various platforms and mobile app 8. Handling the daily back-end operations 9. Coordinating with mutual fund companies and resolving client queries 10. Doing a portfolio review of the investments of the client 11. [...]
Category Management & Consulting