The role involves ensuring smooth execution of financial transactions, optimizing operational processes, and providing clients with strategic advice aligned with their financial goals and business operations.
Key Responsibilities:
- Financial Operations Oversight:
- Coordinate with internal teams to ensure timely execution of financial transactions, reconciliations, and reporting.
- Monitor operational workflows and escalate potential issues to ensure SLA compliance.
- Assist in account opening and shares transfer.
- Advisory & Strategy:
- Analyse financial data and operational metrics to provide actionable insights to clients.
- Support clients in optimizing their cost structures, budgeting, and process improvements.
- Compliance & Risk Management:
- Ensure all operations adhere to regulatory standards and internal policies.
- Identify and mitigate financial and operational risks related to client accounts.
- Collaboration & Reporting:
- Work closely with the finance, operations, IT, and compliance departments to deliver seamless service.
- Prepare and present periodic reports on client activity, satisfaction, and performance.
Qualifications:
- Bachelors degree in Finance, Business Administration, Economics, or related field.
- NISM Certification is preferred.
Key Skills:
- Exceptional communication and interpersonal skills
- Robust analytical and problem-solving abilities
- Proficiency in financial software and CRM tools
- Ability to manage multiple priorities under pressure
- Knowledge of industry regulations and compliance
Experience:
- Freshers can apply
- Basic knowledge of financial products, transaction operations, and business processes.