Posted By
Posted in
Banking & Finance
Job Code
1238107
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
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Posted By
Posted in
Banking & Finance
Job Code
1238107