Associate

90740 | Experienced

Digital Services

Role Description

  • To place deals as per the investor’s instructions for all Money-In (Sale/Investments), Money-Out (Repurchase).
  • Transfer of Investments from one product to another product & switches and conversion transactions from income to growth. 
  • To ensure that all transactions are placed within the valuation point that is applicable to various management companies also, includes setting up client account.
  • To handle all registration and transfer activities which include Database administration in respect of client and agent.
  • Settling the deals placed and setting up payment mandates and also includes setting up deals for regular savings and amendments thereof.
  • Processing the undelivered correspondences and appointment of agents and involves carrying out money laundering checks and updating the clients’ status accordingly.
  • Manage work flow with timely escalations.
  • Regularly achieving the productivity and quality standards in the activity specifically assigned.

Qualifications

  • B.COM/ BBA-Finance/ BA-Economics/ BAF/ BFT/ BMS/ BFM/ MBA-Finance/ M.COM/ MA-Economics with minimum 1 year of relevant experience.

Desired Skills and Competencies

  • Banking and Finance