Assistant Manager - BFS

• Will be working / practical knowledge about operation of certain service industry of BFS
  segment such as PMS, MF, AIF, Wealth Management Offshore funds etc.
• The candidate should have the ability to analyze, compare, and interpret facts and figures
  quickly; and be able sound judgments based on this information.
• He / She should have good oral and written communication skills, well-developed
  interpersonal skills, leadership and people management skills.
• Business understanding, systems and computer skills are required.
• Accuracy and the ability to handle responsibility with limited supervision are important.
• He / she should not have major constraint for travelling outstation.
• He / She should be in a position to lead the team of at least 4-5 juniors under him and guide
  them. Also may have to report to partner directly
  Core Competencies:
• Service Orientation - Should be aware of both - the internal as well as external customers and
  their needs; and is committed to meeting the customers evolving, long-term needs - the focus is
  on SERVICE
• Result Orientation - Should be able to direct efforts towards developing and implementing
  realistic action plans to meet business objectives; with a sense of urgency - the focus is on
  achieving RESULTS
• Initiative - One must not only understand and accept the responsibilities towards his/her job; but
  also proactively works towards identifying challenges and its resolution - the focus is on seeking
• SOLUTIONS
• Professionalism - Should have in-depth knowledge of all functions and displays not only required
  skill-set, but also ethics and integrity while conducting the job - the focus is on

PROFESSIONALISM

• Cooperation - One must ensure completion of all tasks at hand and simultaneously extends
  support to team members and displays joint ownership towards achieving business objectives -
  the focus is on TEAMWORK
• Communication/Feedback - Should believe in providing feedback to other associates and
  receiving feedbacks to enhance performance, thereby meeting business objectives - the focus is
  on OPEN COMMUNICATION

DESIRED CANDIDATE PROFILE:

• Has working or audit experience in middle and back-office operations of Wealth
  Management Firms, Mutual Fund AMC s, AIF, Depository or Capital Markets etc.
• Should have thorough knowledge and understanding of investments and securities.
• Should be abreast of the SEBI and RBI regulations applicable.
• Supervision and responsible for quality and timely delivery of all engagements within
  financial services practice
  Internal SOPs and methodology to be kept updated.
• Define and manage appropriate key performance indicators to ensure delivery of work, as
  agreed with key stakeholders.
• Strengthen the delivery capabilities of the practice by training and mentoring the team and
  adhering to professional practice requirements.
  Release alerts and thought leadership articles at regular intervals.
• Partner with Business Solutions resources for automating processes thereby building
  efficiencies.
• Knowledge of Wealth Spectrum / Miles software would be preferable.Vital -
• Experience in Bank & Financial Institutions particularly in wealth management firms,
  depository or capital markets
  Essential -
• Ability to work independently, we have an autonomous work environment perfect for
  individual with strong business judgement
• Proven supervisory abilities
  Attention to detail, accuracy & quality
• People management experience, more proactive, professional maturity, strong work ethic
  and collaborative work approach