Posted By

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Palak Monga

Senior Associate - Client Associate at Lazzaro HR Solutions

Last Login: 11 May 2020

Job Views:  
489
Applications:  74
Recruiter Actions:  1

Job Code

817229

Manager - Investor Services - BFSI

7 - 11 Years.Mumbai
Posted 4 years ago
Posted 4 years ago

Manager - Investor Services - BFSI


- Ensure full and complete understanding of trade processing end to end cycle, KYC, AML & Due diligence

- Review tasks and keep them up-to-date, getting the trades processed accurately within specified timelines Ensure Tracking and closure of all Ageing and Outstanding items in Key MIS Reports

- Perform IS Signatory Role

- Ensure effective On-the-job training to ensure adequate conceptual understanding within the team. Ensure Cross-training on all accounts to reduce key man risk.

- Coordinate with share registry group to build share registries, client fund parameters and proper statement production. Coordination / Liaison within the team, with other departments & global staff and client teams. registry group to build share registries, client fund parameters and proper statement production

- Implement controls to eliminate operational / processing errors, and client/investor confidentiality breaches by the team

- Spearhead Innovation and drive complex projects, participate in UATs

- Improve client survey controls for clients operating on Full Service Model

Location : Malad, Mumbai

Shift Timings : 06:00 PM- 03:30 AM (Drop facility)

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Posted By

user_img

Palak Monga

Senior Associate - Client Associate at Lazzaro HR Solutions

Last Login: 11 May 2020

Job Views:  
489
Applications:  74
Recruiter Actions:  1

Job Code

817229

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