4 Wealth Operations Jobs

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As part of our EY - Business Consulting Team, you will be part of teams that help our Global Wealth Clients with scaling their wealth operations across their middle and back office functions. This includes working with the clientele to set up their Global Delivery Centers and a reliable and scalable operating model that will enable their requirements and growth. Additionally, this role requires focus and contributions on Performance Improvement initiatives at an engagement/project level. This includes a techno-functional role conducting finance processes assessments, deep diving and analyzing pain areas, and coming up with solutions. The opportunity: We're looking for Consultants with expertise in client/customer onboarding, CRM operations, KYC, Trust Processing, and other middle and back office processes of Wealth management firms. The opportunity will include taking transition and delivering on processes for clients on a daily basis and working with market-leading financial services institutions across the globe. This is a fantastic opportunity to be part of a leading firm while being instrumental in the growth of a new service offering. Key Responsibilities: - Delivery of operations, processes per client requirements/ SLAs - Ensure daily end of day sign-offs on deliverables and KPIs - Support and provide inputs on metrics and reporting (SLAs, KRIs, and KPIs) - Document processes, standard operating procedures, checklists, and get them signed off by the leadership/clients and ensure implementation of the same by the team - Identify and provide inputs for process improvements, efficiencies, automation, etc. - Help with screening and hiring resources to build teams Skills And Attributes For Success: - Sound knowledge of the Wealth Industry and exposure to Wealth operations - Good proficiency in at least one middle/back office function (Client/Customer onboarding, CRM operations, KYC and Client/Customer due diligence, Trust operations, Power of Attorney processing) - Proficiency in English (oral and written) - Flexible and adaptable; able to work in ambiguous situations - Capability to support others and help them in their day-to-day tasks - Must be a team player and able to work collaboratively with and through others To qualify for the role, you must have: - Graduation / Post-graduation in commerce/finance, MBA (Finance) - 2+ years of experience in Wealth Management operations - Strong Excel skills What We Look For: A team of people with commercial acumen, technical experience, and enthusiasm to learn new things in this fast-moving environment. Opportunities to work with EY Advisory practices globally with leading businesses across a range of industries. What Working At EY Offers: At EY, we're dedicated to helping our clients, from the world's top companies and the work we do with them is as varied as they are. You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees, and you will be able to control your development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer: - Support, coaching, and feedback from some of the most engaging colleagues around - Opportunities to develop new skills and progress your career - The freedom and flexibility to handle your role in a way that's right for you About EY: As a global leader in assurance, tax, transaction, and advisory services, we're using the finance products, expertise, and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities, and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we'll make our ambition to be the best employer a reality. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,

Job Name - PBG - Service Head Location - Pune Level - Senior Manager - Assistant VP Job Purpose - To work jointly with Wealth Service RMs and Heads to fulfill all customer service requirements pertaining to Investments and to maintain highest standards of service quality to ensure customer delight JOB DESCRIPTION Customer Service First Customer Engagement - 75 percent of Service RMs to be meeting 90 percent Contact management criteria quarterly. In case of client transfer from one Wealth RM to another Wealth RM, Service RM Head to connect with the customer to confirm that the handover has been completed by the new RM and same to be captured in CRM Service Delivery in TAT - 75 percent of Service RMs to be meeting 10 CQR target Monthly. Ensure that all the client service requirements for TPP are met and if query is unresolved CRM to be logged and resolved query in given TAT. Liaise with other internal teams for end to end resolution of client service requirements. Liaise with Branch RM for clients financial and non-financial transactions pertaining to Banking within the defined time frame / required timeline. Any request pending overnight has to be updated in CRM and follow up for closing the complaint to be done. Coordinate with support teams to fulfill service requirements like statements, etc for Demat / Trading Accounts, MF statements, portfolio statements, etc. Ensure closure of all financial and non-financial customer queries pertaining to Banking either by connecting with Ops team or by liaising with Branch RM Client Referral - 75 percent of Service RMs to provide Minimum 2 referrals in a month Qualitative Parameters - 75 percent service RMs should have Nil Complaints from customers. Processing of customer queries / requests within the defined timelines to ensure customer delight Service RM support Product and processes To support Service RMs in existing and updated product and processes Critical customer monitoring and support To monitor service issues raised by critical clients and help in solving them Quality parameters Audit Monitoring - Ensure adherence of all bank & desk processes to have Nil Audit exceptions . Exception Resolution on an immediate basis in case any exception is highlighted by Supervisor / Product / Audit • Support Region in audit related requirements. 5percent FTNR across all service requests processed • Process adherence as defined in Gyaanline, Circulars, PBG Manual including keeping informed on the updated processes pertaining to desk policies and operations • Flag any process gap on the desk to RH in order to ensure alignment and compliance of the prescribed process • Updation of Assigned Event based Triggers to be completed within TAT Mapping of Service RM-RH To follow quarterly expectations of Correct mapping of Service RM-RH Compliance and Hygiene Compliance 75percent Service RMs should have 75 percent Completion and above in the following parameters • Risk Profiler Completion • Email id updation • Mobile number updation • Pan updation • Nominee Updation in ISA • Nominee Updation in Demat / Bank Account

Job Summary: To manage and impact improvement in the Affluent Clients. Service parameters and the delivery of client experience so that Affluent Banking becomes a benchmark in customer service for premium banking customers in the industry. Responsibility Areas: Support in managing all Private Bank sales and service activities for the assigned region Provide complete and comprehensive information to customers on products, services and ensure best services are provided to them Analyze clients cash, capital, and investment needs Monitor the performance of client accounts and suggest ways to improve returns Ensuring appropriate control framework is in place and operations risk are properly managed Automating key activities of the business to gain efficiency in delivery Streamlining of the digitization activities in the process Assure adherence to the guidelines set by the bank Ensure bank meets the audit, compliance regulatory requirements Gather latest Market intelligence and track benchmark against best practices in competitor bank Manage and improve the customer journey and partner experience to differentiate the bank from competition Evaluate the feasibility of Digital enablement from offering, channel process point of view and ensure its implementation to improve overall operational efficiency Collaborate with other departments and functions to provide best-in-class products and service offerings to the customer Preferred Skill Set : Prior experience in managing Service Delivery and client experience agendas roles at a level of geographic zone / pan-India central role Will bring a mix of business acumen and Service orientation to be able to create service excellence as a culture with a view to enhance business value Excellent communication, analytical & reviewing skills Inter-personal coordination & Team Player Previous exposure to CRM systems and Finacle is a critical skill. Excellent ability to use Excel and PowerPoint

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Senior Associate/Process Developer/Management Trainee - Mutual Fund Income , Wealth Operations In this role, you would be responsible for responsible for back-office functions for our client. In Back-office functions you will primarily be working on Mutual Fund Income. You will be responsible for pre-balancing of income payments for Mutual Funds and need a sound understanding of flow of cash from Fund Manager to Custody to client. Will be working on releasing payments to all clients on the pay date within the defined SLA. Completing post-balancing activities such as clearing out of balances, following up with Fund Managers / custodians regarding income discrepancies and handling income claims from counterparties. Responsibilities: Candidate should possess knowledge of banking operations, preferably Mutual Funds and/or Money Market fund operations. Good knowledge of all types of Mutual Funds such as Unitized, Private Equity, Limited Partnership, Non-unitized, Monthly series and daily and monthly funds etc. Should have knowledge of the Mutual Fund income cycle. Hands on experience around Mutual Fund Income, equalization and required documentation. Good knowledge and understanding of Income pre-balancing and posting tasks. Experience of posting transactions on accounting book for exception resolution. Ability to work effectively as a member of a team individually. Experience of applications like ADDvantage, Trust Desk & Global Plus applications would have added advantage. Candidate should have a good understanding around Risk and Control framework. Good knowledge of MS Excel is required. Good communication skill required to establish strong relationship with onshore counterparts and should be capable of handling Onshore Queries. Qualifications we seek in you! Minimum qualifications Any Graduate (PG an added advantage) Effective probing & root cause analysis skills Proficiency in MS Office skills. Preferred qualifications Relevant work experience in an Associate role of previous experience in amiddle/back office in financial services firm is a must. Interested candidates can share resume at Manvika.Singhal@genpact.com Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com . Follow us on Twitter, Facebook, LinkedIn, and YouTube. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.