Description:

TL/TM

Qualification:

• Education:

• Bachelor’s degree or equivalent practical experience preferred

Responsibility:

Stakeholder/Business Management

Effectively address client queries with timeliness and accuracy.

Provide relevant client specific statements and information as per the requests received.

Process Trade Exceptions and/or tasks assigned as per the defined procedures and timelines.

Investigate and resolve breaks related to financial mismatches, unconfirmed or missing trade bookings, nonreceipts, payments and interest claims that are payable or receivables.

Liaise with all the stakeholders (front desk personnel traders, account managers, relationship managers and credit officers ) via phone/ email and chats to ensure timely and accurate resolution of breaks of both economical and noneconomical in nature.

Knowledge Management:

NA

Customer Relationship Management:

• Liaise with all the clients, stakeholders (front desk personnel- traders, account managers, relationship managers and credit officers ) via phone/ email and chats in ensuring faster and accurate resolution of breaks of both economical and non-economical in nature

Process Improvements and Process Adherence:

• Contribute towards process improvements programs in their area of work

• Actively participate and contribute to team initiatives:

regular team meetings, presentation of thoughts /ideas, etc

• Follow and actively foster a risk management culture within the teams, where issues are raised / resolved on time.

Must Have Skills

Wealth Management Solutions

Alt Investments-NAV validation

Employee Status : Full Time Employee

Shift : Day Job

Travel : No

Job Posting : Feb 19 2021