Associate - Investment MoBo
1 week ago
What are we looking for?
A detail-oriented and proactive professional to manage banking operations and documentation processes, ensuring smooth coordination with banks and internal teams for account management, fund transfers, and investment-related activities.
What does the job entail?
Liaising with banks for:
• Account opening and KYC refresh 
• Fixed Deposit (FD) placements \
• All related documentation 
• Submitting requests to banks for:
• Fund transfers and RTGS
• User addition/deletion in banking portals
• Handling all filing, printing, and scanning activities related to:
• Bank reconciliation
• Investment mid and back-office operations (Life and Pension)
• Procuring stamp papers for trade-related documentation
Work exp:
13 years of experience in banking operations, finance back-office, or investment documentation roles.
Essential Qualification:
Bachelors degree in Commerce, Finance, Business Administration, or a related field.
Preferred Skills:
• Strong understanding of banking procedures and documentation
• Familiarity with investment operations (especially Life and Pension)
• Proficiency in MS Office (Excel, Word, Outlook)
• Good communication and coordination skills
• Attention to detail and ability to manage multiple tasks
• Experience with document management systems is a plus
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