- Support Asset & Wealth Management teams in day-to-day business, client management and operational activities.
- Assist in preparing, reviewing and maintaining client, portfolio and investment-related data and reports.
- Support analysis of financial and investment information and identify exceptions or discrepancies.Role & Responsibilities
- Support Asset & Wealth Management teams in day-to-day business, client management and operational activities.
- Assist in preparing, reviewing and maintaining client, portfolio and investment-related data and reports.
- Support analysis of financial and investment information and identify exceptions or discrepancies.
- Coordinate with internal teams for timely completion of business requests, documentation and operational activities.
- Prepare MIS, reports, presentations and business updates as required by the team.
- Maintain accuracy and completeness of records while following defined processes and controls.
- Respond to internal queries and ensure timely follow-up and closure of assigned activities.
- Support activities related to investment products, financial markets and client/portfolio information.
- Follow established risk,
compliance and confidentiality guidelines.
- Work effectively in a process-driven, deadline-oriented environment.
- Coordinate with internal teams for timely completion of business requests, documentation and operational activities.
- Prepare MIS, reports, presentations and business updates as required by the team.
- Maintain accuracy and completeness of records while following defined processes and controls.
- Respond to internal queries and ensure timely follow-up and closure of assigned activities.
- Support activities related to investment products, financial markets and client/portfolio information.
- Follow established risk, compliance and confidentiality guidelines.
- Work effectively in a process-driven, deadline-oriented workplace.
Preferred candidate profile
* MBA / M.Com / PGDM candidates, preferably in Finance or related fields.