Wealth management - Analyst / Sr. Analyst
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, India
Job Description :
Job Title- Analyst / Sr. Analyst
Location- Jaipur
Role Description :
The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties.
He / she needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. He / she should ensure that all queries / first level escalations related to routine activities are responded to within the time frames pre-specified.
Should take responsibility and act as backup for the Peers in his / her absence and share best practices with the team.
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Your key responsibilities
• Review client account opening documentation as per regulatory and internal policies
• Validation of KYC and client static information in core banking systems
• To ensure accuracy of data entered into the Private Banking system as well as the information in the Account Opening Documents
• Perform simple / complex static amendments in core banking systems
• Perform data input and authorize the records in core banking systems for simple changes from address and contact number change, passport update, hold mail update, on-line banking to complex changes i.
e., Update investment risk rating, structure changes and all other changes in the client account after account opening
• Conduct client due diligence searches on the clients via external and internal internet searches
• Perform signature verification and update client records in core banking systems
• Liaise with KYC / AML team for any queries related to CDD searches and due diligence
• Handle data cleansing projects by reviewing various client documents and the data in the core banking systems
• Support project team on all data migration projects
• Handle any other Adhoc projects assigned by the supervisor
Job Title- Analyst / Sr. Analyst
Location- Jaipur
Role Description :
The Process Executive will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties.
He / she needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. He / she should ensure that all queries / first level escalations related to routine activities are responded to within the time frames pre-specified.
Should take responsibility and act as backup for the Peers in his / her absence and share best practices with the team.
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above
Your key responsibilities
• Review client account opening documentation as per regulatory and internal policies
• Validation of KYC and client static information in core banking systems
• To ensure accuracy of data entered into the Private Banking system as well as the information in the Account Opening Documents
• Perform simple / complex static amendments in core banking systems
• Perform data input and authorize the records in core banking systems for simple changes from address and contact number change, passport update, hold mail update, on-line banking to complex changes i.
e., Update investment risk rating, structure changes and all other changes in the client account after account opening
• Conduct client due diligence searches on the clients via external and internal internet searches
• Perform signature verification and update client records in core banking systems
• Liaise with KYC / AML team for any queries related to CDD searches and due diligence
• Handle data cleansing projects by reviewing various client documents and the data in the core banking systems
• Support project team on all data migration projects
• Handle any other Adhoc projects assigned by the supervisor
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