Job Role:
1. Processing of Mutual Fund Transaction for HNI / UHNI costumers.
2. Co-ordinating with AMC for Transaction executed.
3. Processing of AIF / PMS Transaction.
4. Processing of pay-outs (RTGS/ NEFT/ IFT)
5. Preparation of MIS for Transaction Executed for Various Product.
6. Maintaining Master for Power of Attorney Accounts Opened
7. Handling and Solving Audit Queries.
8. Creation of Vendors in Bank for various Payment Related to Marketing and Other expenses.
Job Requirements:
1. Should be graduate with at least 3 -5 years of experience in an operations role in Private Banking, Wealth Management, Depository or Capital Markets.
2. Should have thorough knowledge and understanding of investments and securities.
3. Should be abreast of the SEBI and RBI regulations applicable to the business.
4. Should have excellent communication.
5. Should be proficient in using Excel and other systems used in the bank.
