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22/10 Shruthi
Deputy Manager at Skillventory

Views:1044 Applications:24 Rec. Actions:Recruiter Actions:2

Manager - Wealth & DP Operations - Bank (5-10 yrs)

Mumbai Job Code: 756826

Hiring for a leading bank

Must Haves :

Experience in Wealth Management Operations

Position Purpose :

- Responsible for ensuring that the entire day-to-day activities of the Wealth Management Unit should be handled independently.

- Ensure that the morning BOD activity such as Upload of NAV & Transaction feeds, Unit Balancing Recon. RCC & IRR processing is done as per the SLA.

Position Responsibilities :

1) The incumbent should ensure that the daily activities such as Upload of NAV & Transaction are completed within the SLA.

2) Ensure process Compliance. Should ensure that the customers- portfolio is in sync with the AMC/RTA by performing Unit balancing activity on a daily basis.

3) Scrutiny - Incumbent should also ensure that all the Account Opening Forms which are received are scrutinized as per the SOP & should ensure that the accounts are opened within the TAT.

4) Handle end to end Audit (Internal & External).The candidate should be able to handle the overall audit of the unit. He/she should be able to manage the internal as well as external auditors.

5) MIS and reporting - should be able to prepare the various business MIS in a presentable format.

6) Process Knowledge - should have a sound knowledge of various types of the commission received from AMC's & should be able to complete the end-to-end reconciliation activity.

Shruthi Acharya

Women-friendly workplace:

Maternity and Paternity Benefits

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