Wealth/AIF Management-BFSI-Senior Position-Professional Service Firm .

Responsibilities:-

Should have Practical knowledge of Financial products relating to Banking and Financial Services such as PMS, MF, AIF, AML,Wealth Management Offshorefunds etc.

Should have done Financial advisory and accounting services for the clients like Fund Accounting,MIS Reporting ,Cash Flow Projection statement,CFO services etc .

Should have experience in handling team size of 10 plus members.

He/should have good Oral and Written Communication Skills.

Should have developed Interpersonal skills and Leadership quality.

Should be willing to travel as and when required.

CoreCompetencies:

• Service Orientation Should be aware of both - the internal as well as external customers andtheirneeds;andiscommittedtomeetingthecustomersevolving,long-termneedsthefocusisonSERVICE
• ResultOrientationShouldbeabletodirecteffortstowardsdevelopingandimplementingrealisticaction plans to meet business objectives; with a sense of urgency the focus is on achievingRESULTS
• Initiative One must not only understand and accept the responsibilities towards his/her job; butalso proactively works towards identifying challenges and its resolution the focus is on seekingSOLUTIONS
  

Commercial Awareness: Able to understand the key business issues that affect profitability and growth of an enterprise and takes appropriate action to maximise productivity
Customer Service: Exceeding customer expectations by displaying a total commitment to identifying and providing solutions of the highest possible standards aimed at addressing customer needs.
Diversity: Treats all individuals with respect, responds sensitively to differences and encourages others to do likewise.
Independence: Actions based on own convictions rather than on a desire to please others. Is prepared to challenge others and has the courage to stand up for what they believe to be right.
Interpersonal Sensitivity: Awareness of other people and environment and own impact on these.
Actions indicate a consideration for the feelings and needs of others, (but not to be confused with
sympathy).
Leading People: Motivates, enables and inspires others to succeed, utilising appropriate styles. Has a clear vision of what is required and acts as a positive role model.
Openness to Change: Proactively supports change and effectively adapts his/her approach to suit changing circumstances or requirements.
Organisational Collaboration: Capacity to perceive the impact and implications of decisions and
activities on other parts of the organisation. Actions taken are focused on the organisation. Working
with others towards a common purpose.
People Development: Developing the skills and competencies of subordinates through training and development activities related to current and future jobs.
Strategic Perspective: Takes account of a wide range of longer-term issues, opportunities and contingencies. Identifies the means of implementing plans in line with the vision and direction.

Whats in it for you?
As its the first level management role you are given an opportunity to display your technical side
and your people management skills by ensuring complete seamless operational delivery along with
your team. Being a firm that is driven by ownership, innumerable occasions shall come your way to
strategize client delivery, improve processes, encourage research etc. all in all a whole rounded
elevating experience

DESIRED CANDIDATE PROFILE:
• 8-10 years of experience in handling financial service clients pertaining to wealth
management, alternate investment funds, family offices, mutual funds, capital markets, etc.

Must be a Qualified CA .

Should have provided Financial Accounting and Advisory services to clients in Financial services sector like Banks .
• Ability to work independently, we have an autonomous work environment perfect for
individual with strong business judgement

• Should have thorough knowledge and understanding of investments and securities
• • Should be abreast of the SEBI and RBI regulations applicable.

Define and manage appropriate key performance indicators to ensure delivery of work, as agreed with key stakeholders
• Proven supervisory / leadership abilities • Attention to detail, accuracy & quality
• People management experience, more proactive, professional maturity, strong work ethic
and collaborative management approach