Executive - Wealth Operations
Duties and Responsibilities:
- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.
- Work on timely delivery of data and manage the TAT of all given operational activities.
- Knowledge of reconciliation for various asset class like Equity & Mutual Fund.
Qualification:Minimum of a Degree but a PG degree preferred
Person Specifications (Attributes, Skills and Experience):- Good command on spoken and written English
- Experience in a wealth broking firm preferred
- Excellent knowledge on MS office, especially in Excel
- Prior working knowledge in softwares like Wealth Spectrum or Miles
- Good mathematical & analytical skills
- Customer centric