Manager - Investment Banking - Chennai,Gurgaon
- Incedo
- 10 - 16 years
- Noida, Gurugram
- 11 months ago
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Job Description
Incedo is a US based digital transformation consulting, data science & analytics, and technology services & solutions firm. We help our clients achieve competitive advantage through End-to-End Digital Transformation and work across Financial Services, Telecom, Life Science & Healthcare and Product Engineering sectors. Our uniqueness lies in bringing together strong engineering, data science and design capabilities with deep domain understanding, and blurring the boundaries between services and products to maximize business impact from emerging technologies.
Incedo combines Wealth Management operations expertise and automation capabilities to deliver transformational change for core operations. We bring together deep industry experience working with the entire value chain extending from investment managers, TAMPs and broker/dealers; domain experience across the stack from advisor/client engagement, business operations to regulatory/compliance risk; combined with technology expertise to help clients by developing and operating innovative solutions.
We believe that small self-organized and empowered teams can achieve great results, and consider managers as overall business owners of the team, guiding the team in all aspects of what needs to be built, why it matters for customers, how to price the product, and take it to market.
We are looking for a Manager who will be responsible to manage a team of 10-15 associates.
Experience Required - 12-15 years
Shift Timings - Open to work in US shift timings
Joining Location Chennai/Gurgaon
Qualification - Graduate/Postgraduate
Roles and Responsibilities
- Manage customer onboarding / account opening project for a US based firm.
- Engage with customer to drive process transition. Contribute and actively manage transition scoping, documentation, KPI adherence etc.
- Devise training plan for new associates and drive it to ensure optimal skilling of resources per process needs
- Manage team of associates and senior associates effectively to ensure timely and accurate delivery
- Regular connect with onshore stakeholders for process updates, discuss teams performance and seek regular feedback
- Conduct secondary reviews to check for the work done by the team
- Primary contact for expertise on process standard operating procedures.
- Initiate and coordinate client outreach for fetching client documentations and any additional information
- Assess client legal hierarchy and the Know Your Client (KYC) documentation required as per policy
- Able to identify red flags and judge the need for escalation
- Able to meet volume and quality check targets to meet service level agreements without compromising on quality
- Identify, recommend and implement process efficiencies
- Maintain a record of and report progress as required Qualifications we seek in you! Minimum qualifications
Desired Candidate Profile
- Good Communication skills
- Experience of handling a team
- Good team management skills
- Should have working experience of Customer Onboarding using Pershing platform / Netx360
We are an Equal Opportunity Employer
We value diversity at Incedo. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Regards,
INCEDO HR TEAM
Job Classification
Industry: Financial Services (Asset Management)Functional Area:
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management
Employement Type: Full time
Education
Under Graduation: Any GraduatePost Graduation: Any Postgraduate
Doctorate: Doctorate Not Required
Contact Details:
Company: IncedoLocation(s): Noida, Gurugram
Keyskills: Capital Market Investment Banking Client Onboarding Investment Banking Operations Netx360 Account Opening Mutual Funds KYC Financial Products Trade Life Cycle wealth management Trade Settlements
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Incedo
Incedo Inc (formerly a part of the $4Bn Indiabulls Group) is a technology solutions and services provider headquartered in the Bay Area, USA with workforce across North America, South Africa and India (Gurgaon, Bangalore). We specialize in Data & Analytics and Product Engineering Services, with ...
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