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Edelweiss Global Markets
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Service Desk Professional

Service Desk Professional

Edelweiss Global Markets

1 - 3 years

5 - 9 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

aml team management investment banking customer service recovery capital market equity derivatives technical support operations service desk automation kyc collections writing fixed income support services finance servicing communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

To provide support services for non-Convertible Debenture (NCD) issuances

To handle queries from investors related to the trades

To interact Liaise with Client, Distributor, Relationship Manager, Front desk, Compliance and Operations team on the trade queries and related activities

To ensure KYC process has been initiated and completed for all the investors who are willing to subscribe

Key Responsibilities:

Representing the first point of contact for distributors/investors needing assistance with products and services

Managing investors/distributor inquiries by phone, email or call

Addressing investors complaints

Maintaining investors records and related documentation

Interact and conduct day to day activities related to investors

Execute KYC AML processes for all the related investors

Interact and communication point for investors, distributor, relationship manager, Compliance and Operations, and other related business units

Managing day to day activities related to investors servicing team

Project automation support

Publish MIS dashboard to Senior Management

Qualifications

Graduate B Com

Experience:

1-2 years experience in Wealth Operations onboarding team, Mutual fund operations onboarding team

Functional Competencies

Sound understanding of customer servicing support/operations for a debt issuance/product

Sound understanding of debt / fixed income products

Good understanding of controls across the trade life cycle of instruments

Understanding of clearing and payment mechanisms, systems, and market practices

Ability to adapt in a dynamic environment.

Knowledge in NCD Issuance will be added advantage

Behavioral Competencies

Team player

High diligence

Ability to work under strict deadlines and pressure

Good written and verbal communication skills

Good decision making and prioritization skills

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