Trainer Wealth / Asset / Taxation / Clearance and settlement

Job Description :

Serve as the main point of contact for clients and ensure smooth communication.

Maintain strong relationships with clients, brokers, custodians, and fund houses.

Manage client onboarding, documentation, and service delivery.

Oversee daily operations in taxation, asset, wealth, and settlement functions.

Ensure timely and accurate transaction processing and reporting.

Coordinate with finance, compliance, and back-office teams for smooth execution.

Ensure compliance with SEBI, RBI, and internal audit standards.

Manage KYC, AML, FATCA, and CRS documentation.

Identify risks and implement preventive measures for process improvement.

Prepare MIS, reports, and performance dashboards for management review.

Support audits and client reporting activities.

Collaborate with Sales, Product, Risk, Legal, and IT teams for client lifecycle management.

Assist in new product rollouts and service enhancements.

Coordinate with fund managers and clearing partners for settlements.

Train and upskill team members across all service domains.

Promote knowledge sharing to build a multi-skilled operations team.