All Jobs : (1-21 out of 21)
Developing relationship with Channel Partners/Distributors/IFAs and generating business through them
We are seeking a highly skilled and experienced professional to join our organization as the VP/Sr. VP of the Mutual Funds Distribution Channel. This strategic role entails overseeing the development, implementation, and management of our mutual fund’s distribution strategy. The ideal candidate will have a deep understanding of the mutual funds industry, possess excellent leadership skills, and have a proven track record of successfully driving sales and growth within this sector.
Strategy Development and Execution:
1. Develop and implement a comprehensive distribution strategy for our mutual funds to drive sales growth and increase market share.
2. Identify and evaluate new market opportunities, distribution channels, and partnership opportunities to expand our reach and enhance our competitive positioning.
3. Collaborate with the executive team to define business objectives, set performance targets, and align the distribution strategy with overall organizational goals.
4. The VP/Sr. VP will also play a major strategic role in the sales department. He will be tasked with implementing sales strategies that further the department’s agenda and drives enhanced revenue generation for the business. The VP/Sr. VP shall deliver an optimized market mix relative to the core target consumers and identifies the roadmap that will lead to achievement of the department’s goals as well as the overall goals of the business. The VP/Sr. VP, along with the senior sales management, should create and implement sales action plans that incorporate key actions that work to set KPI’s for the business.
Channel Management and Relationship Building:
1. Manage relationships with key distribution partners, including banks, financial advisors, brokers, and other intermediaries, to maximize sales and market penetration.
2. Monitor and analyze market trends, competitor activities, and customer preferences to identify opportunities for product positioning and channel development.
3. Provide guidance and support to the sales team to ensure effective channel management, compliance with regulatory requirements, and achievement of sales targets.
Product Development and Marketing:
1. Work closely with the product development team to identify market demands, develop new mutual fund products, and enhance existing offerings to meet customer needs and preferences.
2. Collaborate with the marketing team to develop and implement marketing strategies and campaigns to promote mutual fund products and increase brand awareness.
3. Conduct regular market research and analysis to identify customer segments, assess market potential, and recommend product and marketing strategies accordingly.
Team Leadership and Development:
1. Lead, motivate, and develop a high-performing team of distribution professionals, providing guidance, support, and mentoring as required.
2. Set clear performance expectations, conduct regular performance evaluations, and provide feedback to ensure the team's success and individual growth.
3. Foster a culture of collaboration, innovation, and continuous improvement within the distribution team and across the organization.
4. The VP/Sr. VP will oversee developing weekly/monthly/annual and seasonal sales targets for the department, examining growth opportunities, enabling sales improvements, product mix development, and taking responsibility for the department’s performance against targets.
Compliance and Risk Management:
1. Ensure adherence to regulatory guidelines, industry standards, and internal policies and procedures related to mutual funds distribution.
2. Collaborate with the compliance and risk management teams to identify and mitigate potential risks associated with distribution activities.
3. Stay updated on industry regulations, market trends, and best practices to ensure compliance and maintain a competitive advantage.
1. The VP/Sr. VP shall utilize analytics tools and works with the analytics team in undertaking detailed analyses of sales performance for the purpose of reporting sales strategy successes, weaknesses, and opportunities to senior sales management. Through his various research and analyses, the VP/Sr. VP should identify areas of improvement in sales strategies and with a view of establishing actionable insights for the improvement in sales and business profits.
2. He is expected to monitor and observe the brand and makes forecasts, identifying new trends ahead of the curve, hence, offering the business a competitive advantage and keeping it ahead of its competition in the market.
- Extensive experience (15+ years) in mutual funds distribution, preferably in a leadership role.
- Proven track record of driving sales growth, expanding distribution channels, and achieving business objectives in the mutual funds industry.
- Strong knowledge of mutual funds products, market trends, regulatory requirements, and distribution best practices.
- Excellent leadership and managerial skills with the ability to build and develop high-performing teams.
- Exceptional strategic thinking, analytical, and problem-solving abilities.
- Excellent communication, negotiation, and relationship-building skills.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
1 Days Ago
We are looking for HNI’s/UHNI’s Wealth Manager who can contact HNI’s/UHNI’s over the phone and meet in person to establish and maintain a strong relationship with HNI’s/UHNI’s and acquire new HNIs/UHNI’s by introducing our products. The person should also be capable of developing business by up-selling, cross-selling, SIP/STP and rendering satisfiable customer service.
If you're a highly driven individual who enjoys working in teams to develop complex solutions, this is the role for you. Key skills include:
• Advising clients about financial products and services
• Determining the best strategies to meet clients’ financial goals and analyzing financial information from clients.
• Examining investment options to determine compatibility for client financial plans.
• Implementing wealth accumulation strategies and management strategies, which may include complex and sophisticated approaches to reach your life goals.
• Meeting Sales targets of Inflows.
• Establish and maintain stronger relationship with existing high net worth investors and thus generating business and references to meet the sales targets assigned.
• Efficient in making calls and meetings with high-net-worth investors.
• Achieve given targets on cross selling, upselling and SIP/STPs.
• Providing excellent customer service and helps investors with financial planning to the HNI’s/UHNI’s
• To handle portfolio of HNI/UHNI customers and cross sell various products according to clients need.
• Acquire new customers through referrals from existing customers who meet product criteria.
• Enhance the Overall value/book size of the portfolio.
• Maintain the overall quality / hygiene parameters of the portfolio.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Ensure to build and maintain a strong sales pipeline through effective prospecting and lead generation.
• Set clear performance expectations, provide coaching and feedback to improve the performance and develop future talent.
• Drive direct sales efforts, actively engaging with potential customers, and building strong relationships to convert leads into sales.
• Conduct sales presentations, demonstrations, and negotiations to influence decision-making and close deals.
• Ensure timely and accurate reporting of sales activities and customer feedback to senior management.
• Strong understanding of equity products and markets.
• Excellent Sales, communication, and interpersonal skills with an ability to build and nurture relationships with HNI, UHNI clients.
1+ Days Ago
The role involves building and maintaining relationships with institutional clients to promote and sell mutual fund products. This position requires an understanding of mutual funds, investment strategies, and market trends, as well as excellent communication and sales skills. The primary goal of a Mutual Fund Institutional Sales professional is to generate sales and increase assets under management.
• Relationship Management: Develop and maintain strong relationships with institutional clients such as corporate treasuries, Business proprietors, banks, financial institutions, family offices etc. Regularly engage with clients to provide updates on fund performance, market trends, and investment opportunities.
• Business Development: Identify and pursue new business opportunities with prospective institutional clients. Collaborate with the marketing and product teams to develop sales strategies, pitches, and presentations tailored to meet the specific needs of different institutional clients.
• Sales and Product Presentations: Conduct compelling presentations and product demonstrations to institutional clients, highlighting the features, benefits, and performance of the mutual funds and investment products. Effectively articulate the firm's investment philosophy, strategies, and competitive advantages.
• Client Servicing: Act as a primary point of contact for institutional clients, addressing inquiries, providing updates on fund performance, and ensuring client satisfaction. Develop a thorough understanding of clients' investment guidelines, reporting requirements, and regulatory compliance.
• Market Research and Analysis: Stay informed about industry trends, market conditions, and competitor offerings. Analyze market data and investor behavior to identify potential sales opportunities.
• Compliance and Regulations: Ensure compliance with all regulatory requirements and internal policies. Adhere to industry standards and maintain a thorough understanding of the legal and compliance framework governing mutual fund sales and marketing activities.
• Bachelor's degree in finance, economics, business, or a related field.
• Proven experience of 3-4 years in institutional sales within the financial services industry, preferably in the mutual fund sector.
• NISM V-A Certification is mandatory.
• Should have strong existing relationship with mid and small size treasuries, financial institutions etc.
• Strong understanding of mutual funds, investment products, and financial markets.
• Excellent sales, negotiation, and presentation skills with the ability to articulate complex investment concepts effectively.
• Deep knowledge of institutional investor behaviour, needs, and industry trends.
• Strong analytical and research skills to assess market opportunities and competitive landscape.
• Proficient in using CRM software and other sales tools.
• Demonstrated ability to build and maintain strong client relationships.
• Exceptional interpersonal skills and the ability to collaborate effectively with cross-functional teams.
• Knowledge of regulatory requirements and compliance standards related to mutual funds.
• Strong ethics, integrity, and commitment to delivering exceptional client service.
1+ Days Ago
As an Assistant Manager – HR operations, you will be responsible for managing the employee life cycle from onboarding to offboarding.
• Manage entire new hire orientation which includes pre joining checks and onboarding process, maintain updated employee data in their personal file.
• Prepare internal MIS’s on monthly basis
• Employee Onboarding Surveys: To coordinate and manage surveys for the organization to ensure that employee opinion is regularly maintained.
• Consult with stakeholders providing HR guidance when appropriate.
• Managing HRIS
• Overview entire EXIT management process, conduct exit interview maintain tracker for the same, check full and final settlements.
• Adherence to all statutory compliances, timely review with the existing consultant on the pending issues if any. Need to update as per the industry change.
• Conducting Employee Engagement activities and coordination for trainings
• Coordination for Mediclaim renewals and employee claims
• Excellent written and verbal communication skill.
• Experience presenting to different audiences verbally in writing and in presentation format.
• High process orientation and people oriented.
• Strong employee relations
• Strong understanding of HR Statutory Compliances
• Excellent in EXCEL
• Full time MBA/MMS in Human Resources
1 Days Ago
We’re looking for a Content Editor / Strategist (with Mutual fund industry knowledge) to research, write, proof-read, and publish on page & off page SEO friendly content.
KPI – Create the content roadmap and drive content asset creation across multiple digital touchpoints spanning across on page, off page and social to drive conversations to engage with users / prospects / customers. Results include increase in CTR%, increase in Avg, time spent on website and higher rankings on focus keywords.
- Create and publish content and market the same with interesting hooks & narratives.
- Curate SEO friendly long form content for on page & off page in the form of Blogs, Listicles, Infographics, Product Pages, Support Pages & Category Pages
• Proofread, re-structure and edit articles by other content writers.
• Should be able to write well-thought-out, on-brand copy/stories/product articles/newsletters for a B2C audience.
• To continuously monitor website traffic across pages and user engagement metrics
• To optimize content according to SEO and increase organic traffic to our site.
• Performing content audits to assess how well existing content is performing.Performing content gap analyses to determine what type of content is missing and what is needed.
• Manage the editorial calendar and ensure timely publication.
• Should anchor and grow social media presence through engaging content across channels – Quora, Facebook, Instagram, LinkedIn, and Twitter
• 5+ years of Digital Content writing & Content Management experience in .
• Sound knowledge of Content Management Systems (CMS), keyword research tools, social media platforms, Search Engine Optimization (SEO), and Search Engine Marketing (SEM).
1+ Days Ago
Position Purpose: Working with distributors across assigned channels with the result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets. Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships. Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere Distribution clients. Responsible for product placement, new business development, key negotiations, and marketing campaign to promote schemes to the premiere segment – IFAs, Banks & NDs. Delivering consistent and tailored service to the most valued premiere Distribution client. Ensuring adequate mix across all products and meeting set sales targets. Developing markets and enhancing market share. Contributing to sustained growth in sales through initiatives targeted at long term development of Distribution relationships and deep markets. Using relationships to mobilize funds under various schemes through Banks & NDs. Educating the clients about the schemes presales and converting them to buy these schemes. Sales paperwork, data collation and reporting. Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements.
1+ Days Ago
We’re placing more emphasis on how we engage with our prospects & customers through targeted, tailored, and timely campaigns and are looking for a Marketing Automation Specialist to come in and help us unlock the potential that SmarTech (Netcore’s Marketing Automation Tool) provides.
The right fit for this position will have a data driven and results-oriented approach and an eye for detail in communication with a proven track record of success in executing PPC and digital marketing automation campaigns – including planning, developing, executing, and measuring key metrics.
KPI – Measurable contribution to sales, revenue and achievement of other key digital and marketing performance indicators that demonstrate tangible business impact and growth by acquiring new customers and building repeat business.
• To strategize, design, deliver and manage compelling digital customer experiences via Marketing Automation platform.
• Setup, manage and optimize campaigns on Google Ads, Microsoft Advertising, Facebook Business Manager, DV360 and any other paid advertising platforms that can generate a positive ROI for the business.
• Expertise in Google Analytics & Data Studio to do data analysis and able to report insights on what is working and identify areas of opportunity.
• Bettering traffic to leads% by testing different types of landing pages & content.
• Regular monitoring of page speed insights and get the technical issues fixed with IT. Continuously develop PPC strategies to increase online visibility.
• Needs to co-ordinate with the Paid agency daily and suggest changes and additions to the existing campaign, and brainstorm with the agency on new platforms and ad units that can be experimented.
• The main focus needs to be to optimize all paid campaigns - reducing CPLs and CPA, increase lead contactability and validity, and optimizing the business funnel from lead to end conversion.
• Enhance Customer Experience on Digital by evaluating the customer’s behavior on our online channels/assets through analytics and cookie tracking and help design easy customer journey online.
• Manage lead campaigns end to end, with knowledge of audience, brand, targeting and segmentation strategies, messaging, positioning, creative & content mapping.
• Act as a subject matter expert on audience data and segmentation to deliver highly targeted, personalized campaigns that focus producing exceptional results in lead generation, sales enablement, and customer lifecycle marketing.
• Ensure the digital journeys deliver superior customer experience to prospects & existing customers via Conduct continuous A/B testing between/in campaigns.• Understand the marketing funnel for the business and effective format/channels for each stage of the funnel.
• Work closely with designers & content specialists to curate the collaterals which give better open rates, CTR%, leads and sales.
• Create daily/weekly/monthly dashboards, analyze campaign performance, and publish the same.
• Proactively research and implement the latest best practices & strategies.
• To analyze data & identify areas of improvement which will have a positive impact on customer acquisition.
• To manage the interface between Business and Technology
• Develop outstanding marketing programs that can be executed through multiple marketing channels (email, direct mail, webinars, social/blog, podcasts)
• Collaborate with the Sales team to optimize how we target accounts to drive increased adoption.
• Graduate / Post-Graduate
• Proven years of marketing automation experience.
• 5 years of proven experience in managing digital marketing campaigns on Google & Facebook
• Analytical mindset and critical thinking.
• Exceptional time management, attention to detail and prioritization skills.
• Experience with social advertising platforms such as LinkedIn, Facebook, Twitter & YouTube will be an added advantage.
• Knowledge of SmarTech (Netcore’s Marketing Automation Tool) is a plus but should have had hands on experience with at least 1 marketing automation tool.
• Possess the creative ability to string the marketing touches to move a prospect from awareness to consideration to purchase!
• Must be highly organized, self-motivated with a sense of urgency towards closure of deliverables.
• Able to think critically and exercise independent judgment and discretion
• Excellent accuracy & attention to detail
• Result oriented & tenacious.
• Strong ability to communicate verbally and written with internal and external clients maintaining strong relationships.
1+ Days Ago
We are looking for a Graduates like B. Com/ B.A/ BMS/ BFI/ BFA/ BBI for our organization who are completely freshers.
They will be working with us as an apprentice for minimum 6 months to maximum 3 years
Should be a complete fresher and not worked anywhere.
Excellent opportunities to be part of Sales Team, Channel Sales Team & HR Team and freshers get an opportunity to polish their skills and build a great future for themselves.
1 Days Ago
Lead and mentor developers through coaching and sharing of knowledge
Ensure coding and security guidelines are met
Capable of working independently or minimal supervision Implementation & reconstruction of existing web application
Report the progress of work to reporting manager and team
Take ownership of customer issues reported and see problems through to resolution
A Technical Support Engineer will research, diagnose, troubleshoot, and resolve customer issues in an accurate and timely manner.
Responsible for working with different systems & software and follow standard procedures to escalate unresolved issues to appropriate internal departments.
Follow standard procedures for proper escalation of unresolved issues to the appropriate internal teamsProvide prompt and accurate feedback to customers
Ensure proper recording and closure of all issues.
Prepare accurate and timely reports Document knowledge in the form of knowledge base tech notes and articles
Contribute to the development of product technical design.
Follow the SLA for issues with respect to the severity.
Hands on Coding experience in C#, SQL & jQuery
1 Days Ago
Monitoring cash flows daily and identify investment opportunities as per fund mandate. Identify long term trends. Update investment models. Prepare monthly reports. Research on equity funds / asset allocation. Identify Ideas for product development. Write articles/ talk to investors/ investor meets etc. Research and analytical skills. Good writing and communication skills.
1+ Days Ago
Develop a thorough understanding of the concept of sustainability and its importance in complementing fundamental research. Understand the contents of a Sustainability report and develop an understanding of the Global Reporting Initiative (GRI) and its implementation. Familiarize himself with the UN PRI (Principles of Responsible Investment). Highlight key sustainability / ESG issues that are material to an industry / company. Prepare a research report and rank companies based on their sustainability disclosures, performance, and qualitative factors. Undertake interactions with the company management to understand the company’s overall sustainability strategy and progress. Good communication, research, and analytical skills. Those with prior work experience with ESG profile will be given preference.
1+ Days Ago
Conduct in-depth quantitative and qualitative analysis of investment proposals. Keep up-to-date knowledge of the industry and related markets being researched. Develop and maintain financial models. Prepare research reports and presentations. Keep track of corporate announcements, current policies, and study the impact on Equities and Portfolio. Regularly monitor developments in our investee companies through media updates, corporate announcements, and published results. Participate in research meetings. Willing to travel to see factories, meet managements, and attend conferences. Conceptual understanding of important technical terms, and macro-economic issues. A deep interest and aptitude for analyzing financial information, strategic issues, and trends that affect companies, industries, and markets on a regional and global scale. Proficient in Excel, PowerPoint, familiar with financial modelling & valuation methods. Strong in accounting and investing concepts.
1+ Days Ago
Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions. Leading ongoing reviews of business processes and developing optimization strategies. Staying up to date on the latest process and IT advancements to automate and modernize systems. Conducting meetings and presentations to share ideas and findings. Performing requirements analysis. Documenting and communicating the results of your efforts. Effectively communicating your insights and plans to cross-functional team members and management. Gathering critical information from meetings with various stakeholders and producing useful reports. Working closely with clients, technicians, and managerial staff. Allocating resources and maintaining cost efficiency. Ensuring solutions meet business needs and requirements. Managing projects, developing project plans, and monitoring performance. Prioritizing initiatives based on business needs and requirements. Serving as a liaison between stakeholders and users. Managing competing resources and priorities. Monitoring deliverables and ensuring timely completion of projects.
1+ Days Ago
Execute fixed income trades in alignment with the fund's investment strategy and guidelines. Monitor and analyse market trends, economic data, and interest rate movements to make informed trading decisions. Execute trades across a variety of fixed income securities, such as government bonds, corporate bonds, CP/CDs and other fixed income instruments. Assess and manage the potential risks associated with fixed income trading, including interest rate risk, credit risk, liquidity risk, and market volatility. Collaborate with portfolio managers and analysts to formulate and implement fixed income investment strategies. Review and adjust portfolio allocations based on market conditions, interest rate changes, and credit quality assessments. Assess and manage the potential risks associated with fixed income trading, including interest rate risk, credit risk, liquidity risk, and market volatility. Maintain a deep understanding of the fund's portfolio composition and risk exposure. Stay up to date with industry trends, regulatory changes, and emerging fixed income market developments. Adhere to industry regulations, best practices, and internal compliance policies when executing trades and managing portfolios. Stay informed about changes in regulatory requirements that may impact fixed income trading and portfolio management activities. Conduct thorough research on fixed income securities, market demand supply, liquidity and other macroeconomic and technical factors affecting the fixed income markets. Analyze market data and trends to identify potential investment opportunities and risks. Provide recommendations to portfolio managers on potential trades and portfolio adjustments. Build and maintain relationships with brokers, dealers, and other market participants to facilitate trade execution.Negotiate terms and pricing for trades while ensuring best execution practices. Maintain accurate trade records, transaction logs, and performance reports. Generate regular reports for portfolio managers, senior management, and regulatory compliance purposes. Ensure adherence to reporting requirements set by regulatory bodies. Relevant work experience as a fixed income dealer, ideally within asset management firm, banks, primary dealers, insurances, or other financial institutions. Strong understanding of fixed income markets, financial instruments, and trading strategies. Strong analytical skills with the ability to interpret market data and trends. Should have hands on working knowledge of dealing systems like Treps, NDS-OM, C-BRICS, RFQ and others
1+ Days Ago
- Assisting in Conducting of Board & Committee Meetings of the AMC and Trustee Company and Coordination with the Board of Directors
- Assisting in the Preparation of the Agenda and Minutes of Board Meetings / Committee Meetings
- Responsible for Pre and Post Board / Committee Meeting Compliances, Records and Documentations
- Responsible for Preparation, Maintenance of Statutory Records, Registers & Documentations
- Assisting in Reviewing / Drafting, Vetting and Executions of Agreements with Vendors / Service Providers
- Coordination with the Head of the Departments, Auditors and Service Providers
1 Days Ago
We are looking for C.A./inter C.A. candidate with experience of managing Taxation related work including TDS Return Filing and GST related work. Emoluments as per the years of experience in managing taxation work.
Roles and Responsibilities
1. TDS Return filling related work of Mutual Fund
2. GST Monthly /Annual Return filling related work Mutual Fund
3. Preparation of Monthly / Quarterly / Half Yearly / Annual Regulatory/Internal Reports.
4. Working on Scheme Financials and Annual Reports related activity
5. Attending to Internal/Statutory Auditors
6. Managing Trade, Valuation of Equity & Debt Asset Class
7. Handing NAV related work
8. Implementation of IND AS applicability
9. System & Process enhancement related work
10. Any other activities of Operations allotted time to time
Skill Set & Personality Traits:
a) Hands on Experience of working in Excel/Advance Excel
b) Good Team Player
c) Willingness to learn
d) Taking ownership of the work managed
1 Days Ago
• Working on Unit Reconciliation
• Working on Banking related activities
• Cash flow preparation and Trade settlement processes
• Treasury management
• Working on different processes related to Banking Activity
• Investment Trade processes
• Any activities of Operations Team
1 Days Ago
1. Facility Management (Facility, HVAC, UPS, EPABX, Electricals, Fire Alarm system, Fire drill etc)
2. Asset Management (Maintaining physical asset register of the organisation)
3. Employee engagement (Interacting with employees, collecting their feedback / suggestions related to Admin operations)
4. Vendor Management, MIS, Billing (To ensure SLA are met, vendor performance evaluation, Maintaining MIS in Excel, related to expenses / billing, Office occupancy report etc)
5. Internal Audits (Electrical, Fire, Information Security, Risk Register, Finance Audit related to Asset Management)
6. Security & Housekeeping operations.
7. Food & Beverages (Cafeteria, pantry services, drinking water etc)
8. Printing Stationery & Office Supplies (Printing Visiting Cards, ID cards and procurement management of Office supplies)
9. General Repair & Maintenance (Electrical, Plumbing, Carpentry, Furniture etc)
Generic Skills :
1. Strong moral ethics, values, and behaviour.
2. A demonstrated ability of trouble shooting and problem solving.
3. Ability to communicate effectively both verbal and email.
4. Ability to Prioritize work, meet deadlines and Budget.
5. Well developed, customer service skills.
6. Team management skills.
7. Ability to work under pressure.
1 Days Ago
• Member of PMS Operations back-office team responsible for processing of daily tasks along with BO team members
• Additional responsibility as Business Analyst (only functional) of the PMS Systems & Technology suite (comprising of Wealth Spectrum Software, Excel based process templates & macros, Custody Interfaces, etc.).
• Oversee the WS system set-up, configuration and data integrity
• Ensure 100% latency of Wealth Spectrum System, to achieve accurate and timely order processing of investment transactions (in OMS), settlement of trades, portfolio updates and reporting.
• Responsible for ensuring WS system is generating various reports (group, client and regulatory)
• Maintain system hygiene, perform system checks, review logs for verifying maintenance of various system parameters
• Identify opportunities to streamline and improve PMS operations workflows, automation and data integration to enhance operational efficiency.
• Collaborate with cross-functional teams to implement process improvements and system enhancements.
• Understand the business requirements of the process and develop solutions by working with internal IT team / RPA team / software service providers.
• Lead the UAT testing and Systems implementation of version upgrade as well as system troubleshooting during BAU.
• Lead the efforts of developing in-house reporting utility by working closely with RPA team and IT projects team.
• Ownership of the system audit by external IS consultant – by providing evidence from WS system like logs, reports.
• Ensure the accuracy, integrity and completeness of data within the PMS operations and implement controls to maintain data quality standards in system and excel.
• Ensure procedures for data validation, reconciliation and exception resolution.
• Assist Ops team in designing & creating Excel templates, for daily processes, reconciliations and MIS.
• Solutions delivery in partnership with PMS software vendors / RPA team / internal IT team, ensuring effective service delivery and contract adherence.
The candidate must have prior experience of operating the Wealth Spectrum Software as well as understanding the logical flow of data and their effects within the system.
This position offers an opportunity to the candidate to develop into a senior role involving and managing operations for foreign portfolio Investors (SWF, Pension Fund, Offshore Fund, HNIs etc.)
Expected Technical Skills:
Software Application: Wealth Spectrum, Bloomberg, Refenitiv LSEG (Reuters) etc.
Microsoft Office : MS Excel (Advanced Excel necessary, VBA Macro desirable), MS – Power Point, Visio.
MBA with 7-9 years of experience or B. Com with 9-11 years of relevant experience.Functional & Ops Experience (Business Analyst role) in the domestic capital market industry is a must.
1 Days Ago
• User related calls
• Giving support on Remotely or if issue related to Hardware, then Physically
• Responding on calls from HOD’s , CEO.
• Communicate with Out of country user as well to check and resolved issues
• Software related configuration and troubleshooting Like Bloomberg, KBOLT, NDSOM, CRM, Nexus and Zoiper
• Configuration and troubleshooting of O365 and MS 2016 mails and activation with valid license
• Configuration of New device like Laptop, Desktop with all required software/drivers and Maas360( Mails in Mobile)
• Configuration of Headphone and troubleshooting in calling user system
• Fetching call report of Daily logged calls and pending call log of last six months
• R&D on not working desktop and laptop devices, RAM , HDD, Mother board, Laptop battery and display
• Troubleshoot and found to issue relate in which domain like Network, Software or DC Team
• Filling of New user management form & Change management form
• Configuration of New joiner device as per process and Exit of resigned user as per process.
• Testing and arrangements of VC devices and Projector( Indoor and Outdoor)
• Voice testing call of recording Phone and landline’s, testing and checking all record.
• Configuration and troubleshooting on VPN
• Configuration and installation of Azure Client ( Defender, MFA, Bitlocker & Conditional Access)
• Troubleshooting of DLP / Patch Management
1 Days Ago
Managing Administrators and guide the appropriate actions to ensure security. Developing efficient processes / policies based on the best security practices in the industry and as per different standards like ISO27000, NIST. Monitoring and reporting of the compliance of the policies and procedures. Facilitating/participating in security activities like Information Security (Internal/External). Audit, Statutory Audit, and coordination with security service providers/vendors/consultants. Developing/communicating security metrics for team and management. Coordination with different departments for security related matters. Conduct awareness sessions for end users, departments. Preparation of innovative security awareness mailers / FAQ / banners etc. Ensuring adequate level of data security by modifying and expanding to cover the system’s technological advances. Monitoring security devices and appliances; security applications such as Endpoint, DLP, Privilege Access Management; taking appropriate actions to ensure security. Knowledge of tools that support secure practices such as Intrusion detection/prevention systems, password auditing, port scanners, vulnerability scanners, web application scanners, wireless tools. Facilitating/participating in security activities Internal/External VAPT exercise and coordination with security service providers/vendors/consultants
1+ Days Ago
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