Principal Consultant at Valiant Advisors
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Senior Manager - Operations - Investment Banking/AMC - Wealth Management Firm (8-10 yrs)
- The role requires strong understanding of overall capital markets with exposure to asset management.
- Experience in Data management/ Trade Operations is good to have.
- Should have managed basic day-to-day operations for PMS Organization
- He/She shall manager End-to-End process of Client Onboarding to Redemption (if any)
- He/she shall manage the client relationship from a service quality and operations perspective and ensure Cognizant delivers to its service level agreements at minimum.
- Should have managed and worked software's like Miles.
- He/ She shall manage the communication with RTA like CAMS.
- Have an understanding of both the business and technical aspects of working with the client.
Key Skills Required:
- Excellent verbal and written communication skills
- Knowledge of Trade processing/Data management with overall understanding of investment operations -
- Forward looking and has innovative mindset
- Excellent problem solving /analytical and decision making skills
- Proven managerial and leadership experience
- Effective relationship management skills & customer centricity
Competencies:
- Strong Investment banking / Asset management background
- At least 8 years' experience in financial services industry.
- Post graduate degree in Finance/ Banking/ Accounting. -
- Strong outsourcing experience
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