Knowledge on Management / Operations of Wealth Platforms in mkt - Eg. Wealth Specturm or Integra (Miles) etc.
Operational Activities for aggregating of various product's / asset's transactional data
Very Valuable Communication Skills ( Written & Speaking)
Must have performed Recon Activities - MF, Demat, PMS Underlying Data, Cash Recons
Knowledge on Revenue Receivable computations
Should be aware of returns computation like XIRR, TWRR, Absolute, Annualized etc
BSE sTAR platform - for account onboarding and trade placements
Must be aware of sources of Equity , Debt, MF and other product valuations
Bond Interest calculations and accrual concepts
Experience of handling clients in Wealth space. Should be knowledgeable to handle the requirements coming from client and converting them to features of the platform or getting the requirement fulfilled as Operational activity
Swift in Complaint resolutions and take timely decissions wherever applicable