Senior Lead Executive - 3+years - Hyderabad (WFO) - Investment Banking

3 - 8 years

3 - 7 Lacs

Delhi NCR, Bengaluru, Hyderabad

Posted:2 months ago| Platform: Naukri logo

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Skills Required

NISM Investment Banking Mutual Fund Regualations Customer service operations Amfi Certified Transaction Mutual Fund Operations Processing

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role - Senior Lead Executive Exp - 3+ Years Location - Hyderabad What is the Senior Lead Executive- GSS Asia/EMEA Cust Svcs AMC group responsible for? This job requires and individual to handle phone calls, take care of walk-ins, receive and report commercial transactions, do first level NIGO checks for all Commercial and Non-Commercial transactions, and perform all other support and regulatory functions that are required at an AMC. What are the ongoing responsibilities of a Senior Lead Executive ? Initial processing of investor applications at the branch, liaising with the back office and generating reports at the branch. Generating account statements and cross checking the same. Handling calls pertaining to clarifications of processed transactions. Dispatching redemption, compensation payments or rejection letters and other correspondence to investors and commission payments to distributors within the prescribed timelines. Tallying of the time stamping logbook. Attending department meetings. Project work, personal development and performance review. What ideal qualifications, skills & experience would help someone to be successful? EDUCATION AND EXPERIENCE Required: PC knowledge including use of Microsoft Office products, to include Excel and Word skills Administrative and time management skills Ability to interact with team members Strong attention to detail and quality Model good work habits and appropriate use of procedures and controls. Preferred: Previous branch / transactions processing experience Knowledge of Indian mutual funds and regulations involved therein LICENSES AND CERTIFICATIONS AMFI CERTIFIED NISM KNOWLEDGE, SKILLS, AND ABILITIES Regulatory and Product Knowledge PROBLEM SOLVING AND DECISION MAKING Required NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.

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Saieesh Data Systems
Saieesh Data Systems

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  • Jane Smith

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