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- Preferably 3 years of experiencein a bank/financial institution with exposure to wealth/consumeroperations and account services.
- Handling ofthe WM Investments Helpdesk.
- Input ofInvestment Cash Account Opening/Closure, Portfolio Creation/Closureand Account Maintenance activities.
- Prepareperiodic MIS/Business Reports for wealth operations which detailsthe complete activities performed by theteam.
- Funds transfer to Providers for OtherProducts & MutualFunds.