Salat Investments is a money management firm. We help our clients with taxation, investments, insurance, financial planning, etc.
We are looking for candidates who can handle all the operational responsibilities of the business. Below is a brief description of what they would be doing.
Investments:
Onboarding of New Clients
Client Reporting & Servicing
Updating data in investment folios
Investment transactions & reconciliation
Insurance:
Quote generation
Policy Execution
MIS Update
Taxation:
Excel-based accounting
Assisting in the preparation of Income tax and TDS returns
Calling Clients regarding income tax operational queries
Other miscellaneous operations work.