Operations-Wealth Management-Operations

This role involves updating transaction data from manufacturers for various products within a wealth management platform, resolving internal and statutory queries, and providing data and documentation support to internal teams and vendors. The role focuses on improving accuracy, efficiency, and liquidity within the banking system.

Requirements

• Graduate degree with at least 5-8 years of experience in operations roles (Private Banking, Wealth Management, Depository or Capital Markets)
• Thorough knowledge of investments and securities
• Adeptness to SEBI and RBI regulations
• Excellent communication skills
• Proficiency in Excel and other banking systems
• Usual usage of Miles software