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  • 2 - 5 Years
  • Posted : above 1 month

Job Description:

Manager - Operations - Trusteeship

- Urgently looking to hire Operations Manager for Trusteeship Company

- Effective co-ordination & assistance to RMs, clients and support team for all private wealth products such as Structured Finance, Structured Products, AIF, PMS, Mutual Funds & Distributor Empanelment

- Service to Distributors & Internal Relationship Managers by assisting them for closing queries and ensuring completion of documents for activations by communicating with customers by emails and phone for processing transactions

- Filling IPO applications of clients for further processing PMS Client Account opening

- Co-ordination with support staff for query resolution

- Preparing & submitting Interest calculation files for NCDs,

- Keeping accurate records of discussion or correspondence with customers

- Activation and issuing welcome letters/kits

- Handling all queries related to activations, interest payouts and valuation statements

- Ensuring accurate & timely processing of application forms, KYC (NRI & Corporate )documentation and managing client database of third party Structured Products Coordinating with compliance on KYC norms

- Scrutinizing the docs for pan India account opening for PMS, solving RMs & OEs queries related to I Zone, Demat& PMS

- Coordination with Branches regarding any queries relating Account Opening, back office training or any other business related queries Business process mapping

- Settings of process in regards to preparing checklist, signature checks, dummy form for I Zone( demat cum trading ), I Zone Non Individual, DPMS, NDPMS & NRI clients

- Ensuring accurate & timely processing of application forms, KYC documentation and managing client database of third party Structured Products

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 02nd May 2020

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