• Manager - Wealth & DP Operations - Bank Jobs in Mumbai,India - 23859947

  • Skillventory

Job Description:

Hiring for a leading bank

Must Haves

Experience in Wealth Management Operations

Position Purpose

- Responsible for ensuring that the entire day-to-day activities of the Wealth Management Unit should be handled independently

- Ensure that the morning BOD activity such as Upload of NAV & Transaction feeds, Unit Balancing Recon RCC & IRR processing is done as per the SLA

Position Responsibilities

1) The incumbent should ensure that the daily activities such as Upload of NAV & Transaction are completed within the SLA

2) Ensure process Compliance Should ensure that the customers- portfolio is in sync with the AMC/RTA by performing Unit balancing activity on a daily basis

3) Scrutiny - Incumbent should also ensure that all the Account Opening Forms which are received are scrutinized as per the SOP & should ensure that the accounts are opened within the TAT

4) Handle end to end Audit (Internal & External)The candidate should be able to handle the overall audit of the unit He/she should be able to manage the internal as well as external auditors

5) MIS and reporting - should be able to prepare the various business MIS in a presentable format

6) Process Knowledge - should have a sound knowledge of various types of the commission received from AMCs & should be able to complete the end-to-end reconciliation activity

Shruthi Acharya
Skillventory

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 20th Apr 2020

Key Skills:

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