Wealth Operations Execution Desk Role
Stock Market Trading Asset & Wealth Management
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Job Description
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
Skills
Banking OperationsWealth ManagementBankingPmsInvestmentsMutual FundOtcReportingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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