Posted:1 day ago|
Platform:
Work from Office
Full Time
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
Edelweiss Global Markets
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