Posted By
Posted in
Banking & Finance
Job Code
1412309
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
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Posted By
Posted in
Banking & Finance
Job Code
1412309
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