6 Portfolio Services Jobs

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve ...

Role Overview: As a Corporate Action and Income Analyst at DWS, NCT in Bangalore, India, you will be responsible for completing day-to-day activities accurately and timely, ensuring adherence to cut-off times and quality standards. You will respond to queries and escalations promptly, act as a backup for peers, and share best practices with the team. Key Responsibilities: - Work for Asset Management Portfolio services Group in the Corporate Actions Team - Process corporate actions Events in the Accounting systems - Reconcile CA between our system and Custodian - Send CA Instructions to external parties - Communicate with external parties regarding CA via mails/calls - Possess knowledge in In...

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve ...

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve ...

The Corporate Action and Income Analyst DWS, NCT position based in Bangalore, India involves being responsible for completing day-to-day activities accurately and timely, adhering to cut-off times and maintaining processing quality as per SLAs. The Process Executive must respond to queries and escalations promptly, act as a backup for peers when needed, and share best practices with the team. As part of the benefits package, the role offers a best in class leave policy, gender-neutral parental leaves, childcare assistance benefit, sponsorship for industry relevant certifications, employee assistance program, comprehensive hospitalization insurance, accident and term life insurance, and compl...

Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity f...