Wealth Manager - Trade Settlement Operations - BFSI

Looking forward for a suitable candidate for the position of Wealth - Operations Manager.

JD:-

To ensure Timely and accurate transaction execution and strict adherence to process in Private Wealth Management.

Key Responsibilities

- The person will be responsible for mutual fund transaction execution, form filling, ensuring form/cheque collection, transfers

- Ensure timely submission with AMCs/RTAs

- Co-ordination with RTAs

- Follow-ups for brokerage revenue

- Responsible for various reconciliation activities across products

- Ensuring accurate and timely order entries and posting into the system

Qualifications Graduate/ Post Graduate

Experience Relevant exp of Operations or backend in securities market

- Domain Expertise, Product knowledge of Mutual Funds, Bonds, Equity, Alternative Investments, PMS

- Good system knowledge preferable MS excel, Powerpoint

- Good Accounting Knowledge Reconciliation skills

- Miles software knowledge - preferred but not a constraint

- Process Driven