PE-Retail & Comm Banking

1 week ago

Pune, Maharashtra, India Cognizant Technology Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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)

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