Website ARIN CONSULTANCY
Role: Wealth Operations – Execution Desk
Experience: 10+ years
Qualifications: Masters or MBA or equivalent
Role & responsibilities:
– Support Execution of transactions Wealth Operations
– Executing Mutual Fund orders through NSE and its updation
– Supporting Asset Transfer and updating historical transactions
– Processing of 3rd Party Products applications (PMS / AIF)
– Ensuring timely payments towards Investments
– Updation of transactions executed for Equities and F&O
– Processing of primary issuance and IPO forms
– Processing Bonds OTC deal and its updation in portfolio
– Ensuring various Reconciliation are completed within time
– Establishing Controls and Reconciliation is ingoing
– Coordinating with Mutual Funds, RTAs, Exchanges for any transaction related queries
– Updation of transactions, valuations and asset transfers
– Having Knowledge of Wealth-Spectrum system is must
Other Key Skills:
– Account Opening & documentation
– Proficient in Communication and interpersonal skills
– Stake-holder management – Business, Compliance, Technology
– Expert knowledge of MS Excel, Word, PPT
Reporting Manager:
Lead – Wealth Operations
To apply for this job please visit www.iimjobs.com.
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