Description
Non-Traditional & Asset Transfer team is part of Wealth management operations which takes care of asset movement and alternative investments for Private bank and Brokerage clients along with few other miscellaneous requests from business.
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
- Best in class leave policy
- Gender neutral parental leaves
- 100% reimbursement under child care assistance benefit (gender neutral)
- Sponsorship for Industry relevant certifications and education
- Employee Assistance Program for you and your family members
- Comprehensive Hospitalization Insurance for you and your dependents
- Accident and Term life Insurance
- Complementary Health screening for 35 yrs. and above
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.Supervision of work for couple of resources in the team & reporting the same to team manager.Ensuring all process controls as laid out in KODs are followed by team and ensure KODs are kept up to date.Business Region - USType of Job – OperationsProcess Name - Non-Traditional & Asset TransferWork Timings – US / Night Shift (6 : 30 / 7 : 30 PM to 3 : 30 / 4 : 30 AM IST)Your skills and experience
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.How we’ll support you
Training and development to help you excel in your careerFlexible working to assist you balance your personal prioritiesCoaching and support from experts in your teamA culture of continuous learning to aid progressionA range of flexible benefits that you can tailor to suit your needs