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Pe-retail & Comm Banking

2 weeks ago

Pune Maharashtra, India Cognizant Full time

**Job Summary**

Join our team as a PE-Retail & Comm Banking professional where you will leverage your expertise in MS Excel to support our asset management operations. This hybrid role offers the opportunity to work in a dynamic environment contributing to the efficiency and success of our wealth management services. With a focus on day shifts youll collaborate with a talented team to drive impactful results.

**Responsibilities**
- Utilize MS Excel to analyze and interpret complex data sets ensuring accurate and timely reporting for asset management operations.
- Collaborate with cross-functional teams to streamline processes and improve operational efficiency in retail and commercial banking.
- Assist in the development and implementation of strategies to enhance asset and wealth management services.
- Provide support in the preparation of financial reports and presentations for stakeholders.
- Monitor and evaluate market trends to identify opportunities for growth and improvement in banking services.
- Contribute to the design and execution of projects aimed at optimizing asset management operations.
- Ensure compliance with industry regulations and company policies in all banking activities.
- Support the team in maintaining high standards of customer service and satisfaction.
- Participate in training sessions to stay updated on the latest tools and techniques in asset management.
- Assist in the development of innovative solutions to meet client needs and enhance service delivery.
- Collaborate with IT teams to integrate new technologies and improve data management systems.
- Provide insights and recommendations based on data analysis to support decision-making processes.
- Engage in continuous learning and development to enhance skills and knowledge in the banking sector.

**Qualifications**
- Demonstrate proficiency in MS Excel with the ability to perform complex data analysis and reporting.
- Possess a basic understanding of asset management operations and wealth management principles.
- Exhibit strong analytical and problem-solving skills with attention to detail.
- Show excellent communication and interpersonal skills to work effectively with diverse teams.
- Display a proactive approach to learning and adapting to new challenges.
- Have a keen interest in the financial services industry and a desire to grow within the field.
- Experience in asset management operations is a plus.

**Certifications Required**
- Microsoft Office Specialist: Excel Associate CFA Level 1 (optional)