Key Responsibilities: Key Responsibilities:

1. Prepare financial plans and support portfolio planning for clients.

2. Manage business operations by following established systems and processes.

3. Handle documentation for investment products such as mutual funds, PMS, and transaction platforms.

4. Communicate with clients via phone and email and manage servicing requests.

5. Complete back-office investment operations, including updating and maintaining reporting software.

6. Coordinate with mutual fund houses, PMS providers, and other platform partners.

7. Reconcile investor portfolios and manage MIS, non-financial transactions, and related back-office activities.

8. Assist clients in using investment platforms and mobile applications.

9. Handle daily backend operations and operational processes.

10. Resolve client queries in coordination with mutual fund companies and service providers.

11. Conduct portfolio reviews and analyze client investments.

12. Generate and share portfolio reports, including monthly investment reports, with clients on a regular basis.