Job Requirements :

• Should be graduate/post graduate with at least 3-5 years of experience in Operations role for Private Banking, Wealth Management, Depository or Capital Markets, PMS, Advisory.
• Should have thorough knowledge and understanding of investments and securities.
• Should have excellent communication.
• Should be proficient in using Excel and other systems used in the bank.
• Usage of Wealth Spectrum will be preferable.

• Checking of account opening documents and onboarding of AIF, Advisory and PMS clients
• Knowledge of account opening and KYC for various types of investors under the AIF guidelines and Investment Advisory along with PMS.
• Regulatory reporting in Investment Advisory, AIF and PMS.
• Checking and Monitoring IPS control of the Investments for various schemes in AIF and PMS.
• Solve the Internal, Interim and statutory queries.
• Confirming of compliances at the time on onboarding and Ongoing compliances.
• Has the knowledge of AIF, Advisory and PMS guidelines and regulations.