Senior Team Member

1 week ago

Gurgaon, Haryana, India Coforge Full time ₹ 8,00,000 - ₹ 15,00,000 per year

Key Competencies

  • Understanding of Capital Markets domain Knowledge of Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds, Corporate Actions, Dividends etc.
  • Experience in Process Transitions, creating Standard Operating Procedures and Knowledge Assessment Tests.
  • Experience in conducting process trainings/assessing and mentoring new employees.
  • Knowledge about Trade Life Cycle.
  • Understanding of back office accounting systems such as internal investment systems, custodian reporting systems, Bloomberg, Reconciliation applications etc.
  • Good Communication both verbal & written, should be able to express explicitly.
  • Good Computer Navigation Skills & Typing speed (approx. 40 w/m).
  • Proficiency in MS-Excel along with knowledge of MS Office Suite.
  • Ability to work as part of a team and contribute towards team goals.
  • Open to work in US shift timings.

Key Responsibilities

  • Assist supervisor in Work Delegation and Monitoring to ensure timely delivery of SLAs.
  • Maintain Standard Operating Procedures and other process related documents intact.
  • Facilitate process Trainings - Prepare, Review and Report training progress of new hires.
  • Help supervisor in preparing Client Dashboards, Monthly performance review of TM's.
  • People Management (4-6 team members). Leave / Roster Management of the team.
  • Implementation of process improvement projects having a cost / time benefit.
  • Settlement of Trade activities and Wire Movements for Trade transactions.
  • Monitoring Fail and Large Trades queues, executing trades timely.
  • Processing Income events on clients account like Dividends, Interests on payable date.
  • Identifying overpaid and underpaid clients and paying them correctly.
  • Research and Fix differences between internal investment system and Custodian reports.
  • Respond on share mailboxes and Client queries.
  • Liaise with the Clients and cross-functional operational departments on problematic transactions.
  • Recording daily transactions on MIS with complete perfection

Academic Qualifications & Experience

  • Graduate in Finance/Accountancy/Economics/Statistics.
  • Should have 3-4 Years of experience in the BFS Domain – Preferably Investment or Wealth Management.
  • Certification or Short Term Course done in Capital Markets / Investment Banking / Asset & Wealth Management.

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