Asset Operations Lead

Dezerv

6 - 8 years

9 - 12 Lacs

bengaluru

Posted:3 weeks ago| Platform:

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Skills Required

investment products asset operations wealth management process orientation client servicing mutual funds lead operations transmission rta investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Processing investment transactions in various investment products viz MF, Direct Equity, Bonds, AIF etc
Knowledge on NFT (AUM transfer, PMS, AIF, Mutual funds) Non financial mutual fund execution with respective AMCs and RTA (Transmission, nominee, signature updation etc) Account opening - PMS and AIF (Third Party Products) Liaising with clients and internal teams for investments Deal with multiple vendors, custodians, and internal departments to answer client queries and resolve issues
Understanding of tech platforms for automating processesSkills & Experience Required: Experience of around 6+ years with any AMC or RTA Experience in dealing with all securities including Direct Equity, ETFs, Mutual Funds and Bonds
Should have a good understanding of products across asset classes Strong process orientation & execution skills Platform Experience: Proficiency in Wealth Spectrum is an added advantage
Process & Execution Skills: Strong attention to detail, process orientation, and ability to execute tasks efficiently
Client Service Orientation: Excellent communication and problem-solving skills for addressing client needs and ensuring a seamless onboarding experience

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