Team Member - Alternate Business Operations

About the role

Ensures efficient execution of the entire gamut of PMS operations w.r.to client on-boarding, PMS trades execution, MIS, Brokerage payouts, clients account maintenance, process enhancements etc. and in keeping with all regulatory and statutory guidelines. Unpredictable nature of business can put immense pressure on the set-up, challenging process scalability severely

What you'll do

• KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) KRA1 Client activation
• Timely portfolio and bank reconciliations to avoid and remediate errors quickly
• Ensuring settlement efficiency of trades across asset classes
• Enhance communication interface with multiple custodians
• Ensure controls like effective maker checker and frequent process reviews

What you need

• MIS reporting
• Process management
• Reporting
• Vendor management
• Customer service
• Reconciliation
• Any graduate

Good to have

• GST