Job Description
<p class="MsoTitle" style="border-bottom:1pt solid #4f81bd; text-indent:0pt; padding:0pt 0pt 4pt; text-align:left; margin-bottom:20px"><span style="font-size:26pt"><span style="font-family:Calibri"><span style="color:#17365d"><span style="letter-spacing:0.25pt"><span style="font-size:26.0000pt"><span style="font-family:Calibri"><span style="color:#17365d"><span style="letter-spacing:0.2500pt">Job Description – </span></span></span></span><span style="font-size:26.0000pt"><span style="font-family:Calibri"><span style="color:#ff0000"><span style="letter-spacing:0.2500pt">Operations Executives </span></span></span></span><span style="font-size:26.0000pt"><span style="font-family:Calibri"><span style="color:#17365d"><span style="letter-spacing:0.2500pt">(3 Roles)</span></span></span></span></span></span></span></span></p>
<h1 style="text-indent:0pt; text-align:left; margin-top:32px"><span style="font-size:14pt"><span style="line-height:114%"><span style="font-family:Calibri"><span style="color:#366091"><span style="font-weight:bold"><b><span style="font-size:14.0000pt"><span style="font-family:Calibri"><span style="color:#366091"><span style="font-weight:bold">Role Overview</span></span></span></span></b></span></span></span></span></span></h1>
<p style="text-indent:0pt; text-align:left; margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:114%"><span style="font-family:Cambria"><span style="font-size:11.0000pt"><span style="font-family:Cambria">Handle transaction operations, KYC, documentation, reporting and support RMs/Advisors.</span></span></span></span></span></p>
<h1 style="text-indent:0pt; text-align:left; margin-top:32px"><span style="font-size:14pt"><span style="line-height:114%"><span style="font-family:Calibri"><span style="color:#366091"><span style="font-weight:bold"><b><span style="font-size:14.0000pt"><span style="font-family:Calibri"><span style="color:#366091"><span style="font-weight:bold">Key Responsibilities</span></span></span></span></b></span></span></span></span></span></h1>
<h2 style="text-indent:0pt; text-align:left; margin-top:13px"><span style="font-size:13pt"><span style="line-height:114%"><span style="font-family:Calibri"><span style="color:#4f81bd"><span style="font-weight:bold"><b><span style="font-size:13.0000pt"><span style="font-family:Calibri"><span style="color:#4f81bd"><span style="font-weight:bold">1. Transactions & Processing</span></span></span></span></b></span></span></span></span></span></h2>
<p style="text-indent:0pt; text-align:left; margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:114%"><span style="font-family:Cambria"><span style="font-size:11.0000pt"><span style="font-family:Cambria">- MF/PMS execution</span></span><br />
<span style="font-size:11.0000pt"><span style="font-family:Cambria">- SIP/STP</span></span></span></span></span></p>
<h2 style="text-indent:0pt; text-align:left; margin-top:13px"><span style="font-size:13pt"><span style="line-height:114%"><span style="font-family:Calibri"><span style="color:#4f81bd"><span style="font-weight:bold"><b><span style="font-size:13.0000pt"><span style="font-family:Calibri"><span style="color:#4f81bd"><span style="font-weight:bold">2. KYC & Compliance</span></span></span></span></b></span></span></span></span></span></h2>
<p style="text-indent:0pt; text-align:left; margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:114%"><span style="font-family:Cambria"><span style="font-size:11.0000pt"><span style="font-family:Cambria">- KYC, CKYC, FATCA checks</span></span><br />
<span style="font-size:11.0000pt"><span style="font-family:Cambria">- Risk profiling checks</span></span></span></span></span></p>
<h2 style="text-indent:0pt; text-align:left; margin-top:13px"><span style="font-size:13pt"><span style="line-height:114%"><span style="font-family:Calibri"><span style="color:#4f81bd"><span style="font-weight:bold"><b><span style="font-size:13.0000pt"><span style="font-family:Calibri"><span style="color:#4f81bd"><span style="font-weight:bold">3. Data & Reporting</span></span></span></span></b></span></span></span></span></span></h2>
<p style="text-indent:0pt; text-align:left; margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:114%"><span style="font-family:Cambria"><span style="font-size:11.0000pt"><span style="font-family:Cambria">- eCAS consolidation</span></span><br />
<span style="font-size:11.0000pt"><span style="font-family:Cambria">- Regulatory MIS</span></span></span></span></span></p>
<h2 style="text-indent:0pt; text-align:left; margin-top:13px"><span style="font-size:13pt"><span style="line-height:114%"><span style="font-family:Calibri"><span style="color:#4f81bd"><span style="font-weight:bold"><b><span style="font-size:13.0000pt"><span style="font-family:Calibri"><span style="color:#4f81bd"><span style="font-weight:bold">4. RM Support</span></span></span></span></b></span></span></span></span></span></h2>
<p style="text-indent:0pt; text-align:left; margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:114%"><span style="font-family:Cambria"><span style="font-size:11.0000pt"><span style="font-family:Cambria">- Ops issue resolution</span></span><br />
<span style="font-size:11.0000pt"><span style="font-family:Cambria">- AMC/R&T coordination</span></span></span></span></span></p>
<h1 style="text-indent:0pt; text-align:left; margin-top:32px"><span style="font-size:14pt"><span style="line-height:114%"><span style="font-family:Calibri"><span style="color:#366091"><span style="font-weight:bold"><b><span style="font-size:14.0000pt"><span style="font-family:Calibri"><span style="color:#366091"><span style="font-weight:bold">Ideal Candidate Characteristics</span></span></span></span></b></span></span></span></span></span></h1>
<p style="text-indent:0pt; text-align:left; margin-bottom:13px"><span style="font-size:11pt"><span style="line-height:114%"><span style="font-family:Cambria"><span style="font-size:11.0000pt"><span style="font-family:Cambria"><font face="Cambria">• Wealth/BFSI ops experience</font></span></span><br />
<span style="font-size:11.0000pt"><span style="font-family:Cambria"><font face="Cambria">• Strong documentation & process discipline</font></span></span></span></span></span></p>
