Chief Financial Planning Specialist

5 days ago

Mumbai, Maharashtra, India beBeeFinancialPlanning Full time US$ 9,00,000 - US$ 12,00,000

**Job Summary:**

We are seeking a skilled Chief Financial Planning Specialist to join our organization.

    The selected candidate will be responsible for handling various aspects of client and product life cycles, including KYC, reference data management, legal documents, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, and tax operations.

    **Key Responsibilities:**

  • Handle KYC and reference data management
  • Manage legal documents and loans
  • Perform portfolio reconciliation and document capture
  • Conduct system reconciliation and pre and post settlements
  • Provide brokerage functions and drafting
  • Support trade and corporate actions
  • Execute tax operations

    **Requirements:**

    To succeed in this role, you must have strong analytical and problem-solving skills, with the ability to work under pressure. You should also possess excellent communication and organizational skills, with the ability to prioritize tasks effectively.

    **What We Offer:**

    Our organization offers a competitive salary package, along with opportunities for professional growth and development. We provide a dynamic and supportive work environment, where you can contribute your skills and experience to achieve success.

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