Job Description

Note:

  • Shift – Night Shift / US Shift (6:30 PM / 7:30 PM IST to 3:30 AM / 4:30 AM IST)

Work Location – Pune (Pls share CVs of local candidates only)

  • Minimum Qualification - Graduate
  • Experience Required – 0-2 Yrs / Ok with freshers as well
  • Basic skills required – Basic knowledge of Banking, Good communication skills, Working knowledge of computer / excel / email
  • Notice Period – 0-30 days
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Description

Asset Transfer and Brokerage Support team is part of Wealth management US Operations, which takes care of asset movement and alternative investments for Private bank and Brokerage clients.

 

Your key responsibilities

·         Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests and processing them within cut off time.

·         Onboarding the client assets from counterparties for incoming WM clients in a timely manner while working with front office, custodian and counterparties.

·         Terminating the client accounts upon request from FO and ensuring that cash and securities are transferred within expected time and accurately.

·         Pricing of alternative investment products for private bank and brokerage clients.

·         New client investments in alternatives which will include private equity and Hedge funds closing , capital call and distribution.

 

Your skills and experience

  • Graduate or above
  • Needs to be a self-starter with significant ability to undertake initiatives.
  • Strong interpersonal / good negotiations skills are required.
  • Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected.
  • Ability and willingness to work in night shift is a must.

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