Processing investment transactionsin variousinvestment products viz mf, direct equity,bonds,AIF etc.Account opening/onboarding process for new PMS (Individual & NRI)Establishing the KPI to measure the performance of the portfolios of theclient.Liaising with clients and internal teams for investmentsMonitoring & Reporting to track the profiles onboarded & address any issues.KYC-Collect and review customer information to ensure accuracy and completeness.Ensure compliance with record-keeping regulations.Deal with multiple vendors, custodians, and internal departments to answer client queries andresolve issues.Act as the primary point of contact for custodians, and internal departments.Understanding of tech platforms for automating processes.