Consultant - Wealth Management @ Genpact India

Job Description

Consultant, Wealth Management

In this role, you will be to aid in the aggregation of Investment Portfolio Transaction & Position data for Investment Bank

Responsibilities

• Operation tasks involve daily Statement Feed data processing:
  • Reconciling positions/transactions with the statement.
  • Operating performance and other software systems.
  • Aggregation- performance measurement and analysis.
  • Custodian Statements and format analysis.
  • Achieve daily targets of processing statements/accounts
• Mapping Transaction to the correct treatment, identifying Holding Asset Type.
• Validating Returns, QA checks and identify if there are any errors/data issues.
• Follow the standard rules built for Performance/Billing data processing.
• Validate Performance Calculations make appropriate fixes in the data

Qualifications we seek in you

Minimum qualifications

• Bachelor s in Commerce, BBA

Preferred qualifications

• Excellent communication skills Verbal & Written
• Good Excel/Presentation skills
• Should possess knowledge of Capital Markets, Wealth Management
• Ability to communicate issues clearly and succinctly to co-workers, Leads, Dev team and Client as needed.
• Knowledge of Excel is must
• Reconciliation
• Basic Accounting

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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