3 - 7 years
13 - 18 Lacs
Posted:4 hours ago|
Platform:
Work from Office
Full Time
Key Areas of Responsibilities Establishing, maintaining, and enhancing the relationship between the company and external clients. Preparing metrics and client wise data on revenue Maintaining revenue and invoice information Client interaction with regard to outstanding revenue Reconciling trades against the clients and IBs Issuing payments to research vendors, aggregators, brokers, etc. Facilitating and maintaining agreements with clients Processing RPA sweeps to administrators Issuing and tracking invoices and revenue allocation Furnishing data to KRMs Maintain procedures, process maps, and participate in RCSA / CSOX / audit reviews Support, Guidance and mentoring of team members Seek out opportunities for risk reduction and control improvements Requirements Good understanding of constitutional documents and corporate structures is required Knowledge of markets and instruments is a plus, in addition to front to back investment banking processes Attention to detail and process oriented Investigative skills Proficient in Word and Excel Good prioritization, organizational and multi-tasking skills Self-motivated, desire to be challenged and eager to learn Stay informed on CITIC CLSA Job Opportunities
Clsa
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