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Motilal Oswal Financial Services (MOFSL) logo

Lead Bonds

15 - 24 years

15 - 25 Lacs

Mumbai Suburbs, Mumbai, Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

funds mapping bond transaction MIS stock conversion unit transfers bond

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role Designation: Investment Product Operation Department: Investment Product Operation Job Purpose: The role is responsible for overseeing and managing daily processes and activities related to bond transactions. This includes handling funds mapping, stock conversion, unit transfers, and maintaining accurate client details. Key Deliverables: 1. Handle daily processes associated with the product, including funds mapping, stock conversion, and unit transfers related to bond deals. 2. Maintain and update client details in the system by conducting due diligence and KYC checks for non-MOFSL clients. 3. Reconcile bank transactions and maintain MIS to be shared with respective stakeholders as per pre-defined frequencies. 4. Coordinate with stakeholders to ensure the smooth processing of bond transactions. 5. Maintain client and deal mapping in the system along with commission processing and sharing as per pre-defined periods. 6. Maintain and share daily MIS with the concerned team on a daily basis. 7. Identify process gaps and propose improvements for implementation in the process and system. Perks and benefits: 1. Educational Qualifications: Bachelor's degree Or Post Graduate in Finance or a related field. 2. Experience: Previous experience in bond transactions or a similar financial role. 3. Domain Knowledge: Strong understanding of financial products and bond transactions.

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Motilal Oswal Financial Services (MOFSL)
Motilal Oswal Financial Services (MOFSL)
www.motilaloswalgroup.com

Financial Services

Mumbai Maharashtra

10001 Employees

191 Jobs

    Key People

  • Ramdeo Agrawal

    Co-Founder & Chairman

  • Motilal Oswal

    Co-Founder & Managing Director

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