Manager - Wealth Management - BFS

Manager - wealth management

The individual in this role is responsible for leading a team involved in complex finance activities in a fast paced environment supporting the achievement of business goals through business analytics, financial analysis and partnering across the organization on assignments.

Activities include:

- Reviewing monthly results and performance analysis

- Producing, and analyzing Division/Market financials and analytics

- Market specific initiatives

- Implementing and enhancing standardization of reporting (P&L, organization hierarchy, business segments)

- Actively participating in financial process improvement across the organization.

Responsibilities-

- Performing Financial Planning & Analysis (FP&A), Reporting

- Complete Finance Packs and also walk through Business/Onshore partners on the same

- Reviewing monthly results and performance analysis

- Producing, and analyzing Division/Market financials and analytics

- Implementing and enhancing standardization of reporting (P&L, organization hierarchy, business segments)

- Actively participating in financial process improvement across the organization

- Manage relationship with Business/Onshore partners and global projects

- Leading a team involved in above activities

Requirements-

- Education- CA/ICWA/CS/MBA Finance (Tier I/ Tier II) with 6-10 years of work experience

- Certifications If Any

- Mandatory skills-

Candidate should be from finance team of Mutual Fund / Wealth advisor / GWIM businesses - Understands the Business/products / key terms - Mandatory

He /she should have a strong hold on financial concepts esp. Profit & Loss and Balance sheet of Banking industry - Mandatory

Candidate should have a good understanding of the Business and activities performed personally or by the team. Strong business and financial acumen.

Candidate should be a people leader with at least 3-5 years of experience leading small teams

Good communication skills as the candidate are expected to interact with senior leaders onshore and be on a lot of TPs, give presentations to the onshore team. Candidate should be able to articulate the thoughts well.

Candidate should be willing to work partly as a people leader and individual contributor so that the individual is a Hands on the leader.

FP&A experience/Management Reporting/ Financial Products Reporting is a must (No AP/AR/Recon)

Proficient in Microsoft Office suite of products, with emphasis on strong Excel (pivot tables, lookups, filtering, some macros), and PowerPoint

Niharica Singh
Sr. Recruiter -Leadership Hiring | The Glove | 405-408, Goverdhan Building, 53-54 Nehru Place, New Delhi-19.
Landline 011-26473856, Ext: 116 | Mobile - +91 9582410854|
LinkedIn : https://www.linkedin.com/in/niharicasingh
Celebrating 12 years of Excellence