Karvy Private Wealth hiring
freshers and experienced graduates for Operations Executive. Require qualification is MBA/CA/CFP
.Interested candidates apply-online.
PRE-REQUISITES:
1.1+ years experience in managing
NR operations in a financial services company (e.g. PISreconciliations, revenue
calculations, MIS, etc)
2.Graduate with good numerical
skills, good computer literacy and conversant in spoken /email English
3.Should be very comfortable in
using functionalities of MS Excel Spreadsheets
4.Should know basics of stocks and
mutual funds, in terms of how these transactions areexecuted with the exchange
or registrar. (Knowledge of PIS & Equities will be an added
advantage)
5.Should have knowledge of NR
Account Opening Process
6.Experience in having used a Wealth
Management or related software would be an added advantage
Educational Qualification : MBA/CA/CFP
Experience : Experienced or
freshers
Location : Mumbai
ROLE & RESPONSIBILITIES:
1.Liaison with Client/Wealth
Advisor for any NR related queries
2.One point service contact for the
back office team and Third Party Product providers
3.Providing data to the clients as
per their request
4.Preparing customized reports/MIS
and providing back end support to process direct equity,
MF, PMS, Structured Products, LAS
and funding transactions of clients.
5.Generating regular MIS, using the
software, as per management requirements
6.Maintaining product and customer
masters (customer data, product data, commissions
tables, etc) in soft format; using
the Wealth Management software
7.Liaison with Banks for data
exchange on customer account information
General Competencies:
1. Positive attitude, socially
effective, high level of perseverance and patience
2.Assertive & Hard Working
3.Good Communication Skills
4.Result Oriented
5.Attention to Detail
