Manager PMS Operations - New Delhi Monarch Networth Capital

2.0 - 7.0 years

4 - 9 Lacs

new delhi, gurugram, delhi / ncr

Work from Office

To facilitate the client onboarding, client servicing, order origination & order management; To maintain client records. Key Responsibilities - PMS client onboarding - Training & assisting Monarch branch executives/investment advisors in onboarding of PMS clients. - Trade origination and order management, facilitating data flow between broker as well as custodian for data/trade logging - Developing and maintaining the required data/records - Client servicing and solving client queries Qualifications Graduate preferably with post graduate degree in Finance/ Marketing Experience >=2 Years in back-office operations, data handling and record keeping; Client onboarding experience will be an added...

Posted 23 hours ago

AI Match Score

Apply

Vice President - Client Management Asia (Global Transaction Banking) Barclays

8.0 - 12.0 years

0 Lacs

pune, maharashtra

On-site

As the Vice President - Client Management Asia (Global Transaction Banking) at Barclays, you will lead the evolution of the digital landscape, focusing on innovation and excellence to provide unparalleled customer experiences. Your role will involve harnessing cutting-edge technology to revolutionize digital offerings and ensure customer satisfaction. Key Responsibilities: - Identify similar client profiles for cross-selling similar products and determine which clients are most likely to make a purchase. - Analyze balance movements in alignment with client behavior. - Monitor clients" usage of electronic channels and associated volumes. - Manage the utilization of limits (funded and unfunded...

Posted 1 month ago

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.