Interview Process:
· Post CV Screening Pravena More will provide a time slot to connect your candidate for a con call
· Post her short listing, candidate’s profile will be shared with the client
· Source candidates who can join immediately or with maximum 15 days’ Notice Period
· Relocating Candidates not considered
- Feedback TAT – 8 Working days
· Role open for multiple Locations.
· Work from Home partial And Work From Office.
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Sr. No. |
Candidate Name |
Location |
Total Experience |
Relevant Experience |
Current Company |
Current Designation |
Current CTC |
Expected CTC |
Notice Period |
Reasons To Quit |
Communication Skills on the scale of 10 |
Domain Knowledge on the scale of 10 |
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Previous Company 5 |
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Company Website : http://www.mfbksec.com/
Institutional Equity Broking and Equity Research along with Advisory to Corporate for their treasury management are the key businesses of B&K. In this business currently we manage over Rs. 25,000/- Crores worth of assets under advise. We cater only to Corporate Treasuries where we advise them on their surplus cash investments. Majority of investments are in fixed income markets like Debt Mutual Funds, Bonds and FDs etc. Our clients include marquee Indian Companies (Large Cap to Small Cap in Listed Space), Family Offices and India’s prestigious Start Up Companies. We are the most awarded intuitional corporate advisory team in India. CNBC TV18 has been recognizing us with Best Institutional Advisors to Corporate Treasuries in India for last 4 years in a row. We already have a 25 member team operating out of Mumbai, Delhi, Bangalore and Chennai. Post COVID, Indian companies are more focused on safety, they professionals like us to advise them on their treasury activities. Hence there is an immediate need for us to grow our team strength. We do not wish to add Quantity since it’s not retail business, we are looking only for Quality since book size and responsibilities are large.
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Job Code |
JC/ 2101 |
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Process |
Finance |
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Gender |
Male/Female |
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No. of Positions |
2 |
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About Process |
MF Transaction Processing (Online through MFU Preferred) along with Offline mode |
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Corporate Client KYC Processing |
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Ability to understand drawbacks in a system generated report i.e. abnormal returns etc. |
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Ensure highest levels of customer service. |
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Maintain clients portfolio with proper documentation of investment actions taken on behalf of clients |
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Good analytical and mathematical skills to identity right investments for clients. |
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Title |
Manager/Senior Manager Client Servicing |
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Location |
Mumbai - BKC |
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Requirement |
Good Communication skills in English (8/10) |
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Minimum 3 to 5 years’ of experience of servicing to Corporate Treasuries either from a Mutual Fund or any other firm |
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Sharing Daily/Weekly/Monthly MIS Reports – Not just forwarding. Making reports, understanding them and then sending. |
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Strong communication skills and sophistication in the way of dealing with Corporate clients |
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Strong command on excel like macro and advanced excel |
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Education |
Graduate, Post Graduate, MBA |
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Shift timings |
Day shift ( 9:30 pm - 6:30 pm ) |
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Transport Boundaries |
Mumbai, Navi Mumbai, Thane |
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Transport Facility |
NA |
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Salary Range |
5 LPA - 10 LPA ( Depends on the experience, interview, skills) |
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Weekly Off |
Saturday - Sunday ( Fixed off ) |
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Age |
Upto 35 Years |
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USP |
Day shift, Client coordination, Growth opportunities |
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Rounds of Interview |
HR (Check previous experience, Location, Qualification, Age, Communication skills, Compensation, Stability) |
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Operation round (Check stability, Interest, skillset, flexibility & discuss salary) |
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CEO Round (Check seriousness, skills, experience, smartness, eagerness to learn new tasks, smartness) |
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Documents |
Educational + Identity Proof + Residential Proof + Offer Letter + Salary Proof (Bank Statement/Payslip) + Relieving letters |
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Clawback |
90 Days |
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