AVP - Wholesale Business Client Support - Client Business COE

AVP- Wholesale Business Client support - Client Business COE

The successful candidate will be responsible for the following:

- Coordination and ownership of Sales & Service support processes for the Wholesale distribution channel within Asset Management

- The role holder will be responsible to oversee the production and distribution of client reports and investment review meeting materials to support wholesale sales & client service team

- The role holder will be responsible for oversight of setting up and maintaining Client records in CRM and supporting bespoke client servicing requests and business acceptance processes

- The role holder would be responsible for the timely delivery of RFIs', DDQs' and other bespoke client servicing requests.

Qualification:

- Post Graduation / MBA / or equivalent qualification from a reputed institute

- Excellent proficiency in written and verbal English

- Capital Markets Industry certifications preferred

- Overall experience of 8 years or above preferably in the Asset Management and Capital Markets industry

- Knowledge of financial products & their role in the Asset and wealth management business

- Experience in Client Relationship Management, client reporting, sales & service support operations for Distributors/Platform/Institutional clients

- Experience in supporting Wholesale Sales team and handling CRM tools in maintaining client relationship data

- Experience in handling Wholesale/Institutional client service requests - regular and ad-hoc (Reports, Materials, etc.)

- Knowledge of financial markets, macro-economic environment, theory, tools and strategies

- Ability to be persuasive, pragmatic in approach

- Ability to distill complex and varied data into information; good process analysis and problem solving skills

- Excellent written, verbal & presentation (including advanced PowerPoint) communication skills

- Stakeholder management is a critical attribute, the ability to work as a team player is must.

Knowledge of Institutional and fund business:

- Technical knowledge about various products and strategies - Fixed Income, Equities, Multi Asset and Alternatives

- Attention to detail and quality focused

- Analytical thinking and good with designing new workflows

- CFA certification is an addition