4685 Mutual Funds Jobs - Page 19

Role & responsibilities Stay updated on competitive offerings and market trends in Debt and Equity. Demonstrate a thorough understanding of MF schemes and be able to discuss them with ease. Conduct training sessions at the branch level with Asset Management Companies (AMCs) and Channel Business Leaders (CBL). Act as the single point of contact to support the cluster's drive for Demat & Broking and Mutual Funds targets. Provide ground support for lead follow-up and client engagement activities. Organize periodic and need-based training sessions to enhance the skills and knowledge of the team. Facilitate joint customer meetings with sales and non-sales teams to ensure on-ground sales support. Work closely with Cluster Heads, Branch Managers, Regional Product Managers, and the Head Office (HO) team to drive business numbers. Engage with branches and customers to renew and upgrade existing plans. Meet customers as required to provide personalized investment advice and support. Travel within the cluster to ensure comprehensive coverage and support for all branches. Proven experience in Investments, Demat-Broking accounts, and Mutual Funds. Strong understanding of market trends in Debt and Equity. Excellent communication and presentation skills. Ability to conduct effective training sessions and facilitate joint customer meetings. Strong collaboration skills to work with various stakeholders within the cluster. Willingness to travel within the cluster for branch and customer engagements.

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Ahmedabad location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

The ideal candidate will have a strong background in sales management and a proven track record of success. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain strong relationships with customers and stakeholders. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive growth. Monitor and control sales expenses to ensure profitability. Job Requirements Proven experience in sales management with a minimum of 3 years of experience. Strong leadership and team management skills. Excellent communication and interpersonal skills. Ability to analyze data and make informed decisions. Strong problem-solving and negotiation skills.

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant productsCustomer level profitability objectives to be met self and team (10%)Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RMAUM Growth objectives to be met self and team (10%)Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RMClient sign on objectives as defined by Business Head (10%)Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clientsCustomer Relationship Management Objective (10%)Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelinesClient Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry KnowledgeTo keep updates on functional and industry knowledgeDeveloping people & relationshipsSets positive example, guides staff members through new tasks, builds rapport with othersResearch excellenceStrong level of knowledge in equity and related areasResult and Process OrientationFocused on creating measures of excellenceStrategic PlanningSets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required (examples listed below) Minimum experience in years 6 yr Wealth Management experience, Insurance experience, relationship management profile

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10/XA/NISM XB/VA/VB certificate is required Salary : 2 LPA to 5 LPA Immediate joiners. HR Apporva 9713546791 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10/XA/NISM XB/VA/VB certificate is required

Dear Candidate, Urgent Opening with leading Bank. Designation : Elite Relationship manager CTC : 10 LPA Location : Nagpur Key Responsibilities: 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided by Bank in order to enhance wallet share 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle the service requirement of customers are taken case in a prompt and pro-active manner 7. Provide regular feedback to Branch / Head Office team for improved customer relationship management at Bank 8. The position is on Quarterly Incentive Program outcome of which is dependent on achievement of laid down targets Desired Experience: • Number of years of experience (range): 3-4 years • Type of companies/sector worked for: Banking private sector banks, cooperative banks, PSU banks, rural banks. • Responsibilities managed in the previous organizations: The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations. Knowledge of banking practices, guidelines and regulatory requirements are essential for this role • Languages: Fluency in English and regional language of the state applying for. Ability to speak in other regional languages would be an added advantage. • Computer/technical skills (if any): Good in MS Office, Banking Software's, Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Desired Candidate Profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 24 to 35 years Interested candidates kindly share your cv to mohanraj.bhushnam@sbicapsec.com

Benefits Attractive Incentive + Allowances Best in Industry Salary Multiple Openings Key Responsibilities: Lead generation Customer Acquisition AUM Generation (Equity, Mutual Funds, Bonds and Insurance) Revenue Generation Marketing Strategy Product Devlopment/Business Devlopment Team Collaboration Performance Metrics Knowledge up gradation for advising customers Trading / Dealing / Documentation as and when required Required Qualifications : Graduation/Post-Graduation in any Finance/Marketing Field Preferred Experience: 3-5 Years of Experience In Financial Market/Wealth Management Skills: Financial Market Knowledge Sales & Negotiation Strategic Thinking Communication Skills Analytical Skills

As a Fund Accounting Analyst within JPMs fund accounting team, you will be tasked with completing pre-NAV activities, clearing exceptions, and signing off on control systems, all within strict deadlines. Your role will involve ensuring timely and accurate NAV delivery for clients who have outsourced their fund accounting to us, with shift timings from 1530 to 230 IST. You will also be expected to manage client inquiries, escalate any delays or issues to supervisors and management, and act as the teams subject matter expert and first point of escalation. Job Responsibilities Manage daily operations and ensure timely, accurate completion of all deliverables. Serve as the teams domain expert, guiding them on queries and questions. Possess in-depth knowledge of accounting functions like CapStock, Expense, and Distribution. Lead and own escalations, audits, and client due diligence processes. Develop efficient, standardized workflows with effective controls at hand-off points. Establish and maintain policies and procedures that comply with internal and external controls, continuously strengthening the control environment. Assess and address training needs for effective cross-training, ensuring stakeholder management and process documentation are up-to-date. Required qualifications, capabilities and skills Excellent oral and written communication abilities. Strong grasp of mutual funds, capital markets, and associated terminology. Proficient in analytical skills and MS Office applications. Creative thinker capable of challenging the status quo. Effective time management skills for handling conflicting priorities. Essential knowledge of fund accounting, with Alteryx, Tableau, and UI Path experience; requires an MBA/Bachelors in Finance, Accounting, or Economics, 8 years in banking/investment operations, and at least 3 years in team management.

Returnship Program - Team Leader for Retail Banking Operations (RE) Education/ Experience / Expectations Any graduate with a minimum 8+ years of work experience in international banking industry General awareness of the international banking products and services Open for Night shifts (6PM IST to 4AM IST) – No rotational or Day Shift Location – Chennai & Hyderabad Job Description: Manage day to day operations meet/exceed the customer SLAs / expectations in terms of quality, TAT & Productivity and maintain internal metrics to measure performance, Identifying and correcting problem areas Attention to detail and should be able to act as an SME of the process and should be able to grasp new concepts from onshore SMEs and cascade them to the team and maintain repository database Mentor team members in picking up concepts and achieve expected results Manage the Bank's branch requests and maintain relationship and Timely completion and review daily inflow from commercial bankers, bank customers and prospects Action and respond to Ad-hoc requests and escalations in a timely fashion Expertise in Credit Card Onboarding, mutual funds allocation and portfolio management, Mortgage payments and retail banking Willing to learn with limited training and have complete knowledge of Client databases/applications designed by company which are unique Supervise associates by monitoring volumes and patterns and schedule adherence. Report daily performance metrics, maintain agent level performance database and manage individual performance metrics Maintain a database to track all customer complaints/ process issues and causes and drive actions to minimize them Manage administrative functions of the team: Support hiring, maintaining cleanliness in ODC and managing ad hoc requests from Admin and transport teams Maintain and update customer account related information in client applications. Work in Hybrid model environment Expertise in Excel – mandate

We are looking for a skilled professional to join our team as a Manager in Incedo Technology Solutions Ltd., located in the Banking/Financial Services / Stockbroking / Securities industry. The ideal candidate will have 7-10 years of experience. Roles and Responsibility Manage and oversee daily operations to ensure efficiency and productivity. Develop and implement strategies to achieve business objectives and drive growth. Lead and motivate teams to meet their targets and goals. Analyze market trends and competitor activity to identify opportunities and threats. Build and maintain relationships with clients and stakeholders. Monitor and control expenses to ensure cost-effectiveness. Job Requirements Proven experience in a similar role with a strong track record of success. Excellent leadership and management skills, with the ability to inspire and guide teams. Strong analytical and problem-solving skills, with attention to detail and strategic thinking. Effective communication and interpersonal skills, enabling building strong relationships. Ability to work under pressure and meet deadlines in a fast-paced environment. Strong knowledge of financial services and securities, with industry-specific expertise.

Job description About the role: As a lead you will be driving Paytm partnership business which will include collaborating with asset management companies (AMCs) and other entities in this space and grow PODs contribution to overall sales. Expectations/Requirements: 1) Build and maintain strong relationships with existing clients to understand their financial goals. 2) Scout and build solid relationships with AMCs, new, medium and small, displaying a dedication to delivering first-class service and online distribution avenues. 3) Understand Paytm Moneys Mutual Fund product offerings and consult clients on how it can align with their financial goals. 4) Building a short/medium/long-term pipeline in accordance with monthly and quarterly revenue targets 5) Liaising with key internal and external stakeholders to set up and (or) follow business processes and SOPs 6) Suggesting new ideas and developing plans for future business and revenue growth. Location: Mumbai Ideal candidate would have: 1) Extensive experience in mutual funds sales. Distribution experience of other capital markets products is a plus. 2) Prior professional relationship with multiple AMCs is a must. 3) Experience in distribution- sales, online marketing and advertising is a plus. 4) Creative and strategic vision to build value proposition for clients. 5) Understanding of D2C Mutual Fund Distribution Platform. 6) Knowledge of mutual fund industry numbers. 7) Strong analytical skills as well as experience in applying those skills in the distribution domain. 6) Sound judgment and flexibility in balancing program requirements, tight deadlines, and keeping people and projects moving on schedule. Education: Graduation is compulsory.

Local candidates will be preferred. Languages Known: English, Hindi, Bengali Designation: Virtual Relationship Manager Position description: Customer Engagement Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries. Promoting Digital Banking services for a superior customer service experience. Profiling of customers in order to aid right cross-servicing of Bank products Accurate logging and resolution of complaints. Attrition control of customers. Regular interactions with the customers and pro-actively assessing customer needs. Deepening relationship by cross selling sticky products like Demat, Bill Pay, Advisory etc. Ensure portfolio quality of relationship while racing considering eligibility. Monitor large amount movements and account closure from the deposit accounts. Ensure retention of customers Achievement of portfolio parameters Meet the defined objectives of the Portfolio managed by the respective VRM Sales Right cross-sell of products basis profiling and engagement. Penetration of products across groups. Sales across all product segments-TPP, Assets, Cards etc. Acquiring & grouping of all related IDs of the Primary ID. Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow. Ensure Staff are trained on product knowledge and requisite certifications. Income to be generated at a customer level. Interaction Quality Achieve Quality benchmarks defined from time to time. Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions & requests. Adherence to set processes of updating customer interactions in CRM next. MIS Reporting Ensure timely submission of Customer base review reports as requested by Central Team Senior Management Primary Responsibilities: To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a window to talk to the bank whenever customer needs. Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. So that the RM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services thereby ensuring that the RM also achieves the key performance parameters set Educational qualifications preferred Category: Any Bachelor's Degree Required Skills: Full Time Graduation Mandatory

Role & responsibilities To build and manage relationship with Virtual program managed clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability , Mutual Funds, Life Insurance and other TPP products of the bank Portfolio Management Provides base to generate revenues from Life insurance,mutual fund Key Skills- Sales and Influencing Skills Banking Product & Process Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry. Preferred candidate profile Graduation Energetic, Sales oriented,experienced candidates who have experince in Banks/ Insurance/Mutual Fund etc. Added advantage for NISM and IRDA certified. Role: Relationship Manager Industry Type: Banking Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Role Category: Banking Operations

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number Insurance Corporate Agency Licence (SP Certificate) (for Insurance) will be an added advantage.

Role & responsibilities Preferred candidate profile

Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

Job description Compliance SEBI(Mutual Fund) Regulations To review &update Compliance Manual Mutual Fund Reporting Anti Money Laundering rules Internal, Statutory & SEBI Auditors Preparation of Board Agenda, Committee Agenda & Minutes of the Meetings Required Candidate profile B.Com, Semi qualified CS, LLB Any course in Anti Money laundering will be an added advantage 1-3 Years of Work Experience in Mutual Fund Industry/AMC

You are a motivated and client-focused Wealth Management Associate / Advisor who is interested in joining a financial advisory team in Trivandrum, Kerala. You should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning, and possess a strong understanding of financial markets, portfolio strategies, and client relationship management. Your responsibilities will include assisting clients in managing and growing their investment portfolios based on their financial goals and risk appetite, providing personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products, conducting periodic portfolio reviews, staying up-to-date with market trends and regulatory guidelines, collaborating with internal teams for client onboarding and compliance checks, building and maintaining long-term client relationships, achieving business targets, and organizing client meetings, webinars, and financial literacy sessions. To excel in this role, you should have 2 to 5 years of experience in wealth management, financial planning, or investment advisory, along with certification in NISM (Investment Adviser / Mutual Fund Distributor). Knowledge of investment products, taxation, insurance, and risk assessment tools is essential, as well as strong interpersonal, communication, and relationship-building skills. Proficiency in CRM tools, MS Office, and financial planning software is required, along with high integrity, ethical standards, and a client-centric mindset. Having certifications such as CFP, CFA (Level 1), or other financial planning credentials would be advantageous, along with exposure to HNI/UHNI client management and experience with digital wealth platforms and tools. If you are ready to shape the financial future of clients and meet the qualifications mentioned above, please apply now by sending your CV to: fawas.m@ixiligence.com. This is a full-time position that requires in-person work in Trivandrum, Kerala.,

As a Sales Executive at our company, you will be responsible for selling mutual funds and life insurance products to customers. Your duties will include conducting telecalling to reach out to potential clients, filling out forms online, and reporting data on Google Sheets. Our company is a well-established IT hardware trading firm, specializing in the distribution and retail of various IT hardware products. With over 8 IT showrooms currently in operation, we take pride in offering high-quality products and services to our customers.,

The role offers exciting opportunities for professional development and financial success in the field of Sales & marketing of Investment services, Leads generation & conversion, and Business Development. The ideal candidate should hold an MBA in Marketing & Finance or equivalent, along with a minimum of 3-4 years of relevant experience. PA Wealth provides a platform for individuals who are passionate about building a career in Stocks, Mutual Funds, and related Investments. The company is dedicated to educating its employees on how investments can create significant wealth for investors, aligning with their investment philosophy. They are looking for candidates who are committed to becoming leaders in investment services and have a keen interest in Stock Markets. If you are enthusiastic about learning and growing in the finance industry and want to be a part of a dynamic team, then this opportunity at PA Wealth is for you. Share your resume at careers@pawealth.in and take the next step towards a rewarding career in investments.,

The job responsibilities include executing and monitoring client transactions in Mutual Funds, Bonds, and Insurance as part of back office operations. You will be responsible for preparing review reports from software and Excel for existing clients. Addressing client service queries in a timely manner and working on follow-ups with clients for onboarding and orientation are also key aspects of this role. Artharthi Services Pvt Ltd is a Holistic Wealth Management Company that prioritizes long-term wealth creation and the overall financial well-being of its clients. The company offers advice on various investment products, goal-based financial planning, and risk management.,

Role Description Non-Traditional & Asset Transfer team is part of Wealth management operations which takes care of asset movement and alternative investments for Private bank and Brokerage clients along with few other miscellaneous requests from business. What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time. Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties. Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately. Pricing of alternative investment products for private bank and brokerage clients. New client investments in alternatives which will include private equity and Hedge funds closing, capital call and distribution. Supervision of work for couple of resources in the team & reporting the same to team manager. Ensuring all process controls as laid out in KODs are followed by team and ensure KODs are kept up to date. Your skills and experience Needs to be a self-starter with significant ability to undertake initiatives. Strong interpersonal / good negotiations skills are required. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability and willingness to work in night shift is a must. How well support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs.

You should have experience in investment operations, specifically in managing asset servicing roles including setting up assets such as mutual funds and managing NAVs. Your responsibilities will include hands-on unit pricing functions, asset servicing tasks like asset set up, income batch processing, checking overnight daily processes, MMF reinvestment, and working knowledge of assets, bonds, equities, derivatives, income, capital, corporate actions, and data flows. It is crucial for you to retain knowledge and apply it in future scenarios. As a part of the minimum qualifications required for this role, you should hold a finance graduate degree.,