Job Skill: Client Data Management
Designation: Career Level - 13-Associate
Job Location: Chennai
Years of Experience: 0-1 years
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You will be aligned with our Capital Markets Processes vertical and help us with the part of the financial system concerned with raising capital by dealing in shares, bonds, and other long-term investments.
You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to go public.
You will be responsible for Client Data Management where in you will ensure the timely and consistent delivery of account opening documentation for new client accounts, orchestrate custodial and market openings and connectivity both internally and externally as well as coordinate the execution of the asset in-kind processing. You will also initiate account record set-up for new accounts and/or portfolios, review and approve new account set-ups, facilitate proper use of internal trade restriction flags. The skills required for this role are Data Management (Excel Skills & System updation), Transaction Processing, Knowledge on Market Conditions, Account Management and Stakeholder Management.
Roles and Responsibilities
In this role you are required to solve routine problems, largely through precedent and referral to general guidelines. Interaction is within own team and direct supervisor. Detailed instructions on all tasks will be provided at this role with close supervision. Decisions made impact own work and are closely supervised. Individual contributor as a part of a team with a predetermined, narrow scope of work.
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