Senior Manager/AVP - Premium Service Desk - Financial/Broking Industry

Senior Manager/AVP - Premium Service Desk

Job Responsibilities:

- Overall supervision of Premium Service Desk and ability to manage expectations from Sales team for client deliverables.

- Coordinate with other departments such as Software, Settlement, Account, IT, Risk, Trading Ops to fulfil business requirements and resolve the issues.

- Responsible to improve team performance as well as technically, logically.

- Drive the implementation of a front to back model to improve client experience and operational efficiency.

- Contribute and drive development of efficiencies and process improvement initiatives requires partnership with Technology and across Operations

- Serve as a point of escalation for the team and help manage issues effectively.

- Client Relationship Management with a key focus on efficiency, control, and enhancing client experience.

- Demonstrate and develop ability to independently troubleshoot and resolve most common problems that arise.

- Participate in various middle office projects related to optimising management of the activity.

Essential Knowledge required :

- Empanelment and account opening documentation process of Institution/HNI/Corporate Clients

- Setup of Institution and Domestic Account along with Brokerage Schemes and Charges.

- Handle Equity, Derivatives, Currency, Commodity, SLBM Trade Process.

- Follow up the custodian, clearing house as well as institutional fund houses to confirm the trades (Equity and Derivatives).

- Adhere to client timelines for trade confirmations and reports.

- Prepare MIS reports on daily / monthly / yearly basis.

- Prepare Brokerage Invoices along with Recovery and Reconciliations.

- Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries.

- Coordinating with Sales team and supporting

- Verification and processing of MIS related to Client/ License/Brokerage.

Behavioral Skills:

Client - Client focus

Team Spirit - Open mindset/Respect:

Innovation - Technology:

Responsibility - Empowerment and Accountability:

Other Skills:

- Should have a good attitude and patience.

- Should know the broking business and Secondary Market Operation.

- Should have good communication skills written and verbal.

- Should have job knowledge.

- Well versed with computers

Experience:

Relevant: 5+ years in the same profile in broking industry

Total: 7+ years' experience in financial services companies / broking firm