Role & Responsibilities :
- Service Institutional Investors with equity research ideas generated by the equity research team and facilitate Investors understanding of the market opportunities
- Experience in managing Mid Office, Back Office and Offering support to Dealing Desk, Sales Traders & Dealers- queries.
- Coordinating meet between research team with various kind of institutions and corporate
- Liaise between the clients and the company's specialist desks and cross-sell the company's full range of financial services and products
- Maintain records of clients and provide timely progress reports to management.
- Responsible for identifying customer needs and assessing their risk appetite
- Should have a broad knowledge of compliance for local & institutional clients including laws and regulations.
- Responsible of settlement of trades, etc. including interaction with the local custodians and Look after the timely dissemination of trade confirmation / electronic contract notes.
- Should be versed with Client account opening and should take care of the KYC requirements of Institutional Clients and update and resolve policy issues
- Strong written & verbal communication and troubleshooting client's queries related to Equity Markets/F&O on the operations and trade confirmation / settlements side
- Should assist in developing robust process and control environment that ensures all key control are completed in accordance with policies and on time
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