Monitor and analyse the Income & Expenses of the service operations, establish business controls and provide solutions to reduce cost and increase revenue.
Manage the customer services and relationship through providing regular feedback and periodic operations review with clients to optimize quality of service, business growth, and customer satisfaction.
Communicate with Engineers and other technical consultants and vendors for IT infra....
Provide support to Financial Advisors and Investment Counsellors in all matters relating to execution of Client trades with the Banks or Prime Brokers with whom our Clients maintain their accounts.
Liaise with Financial Advisors, Investment Counsellors, relevant Banks / Prime Brokers and other external service providers to manage the end to end process for placement and settlement of trades placed on Client accounts (including bulk order placements and split of the same following settlement)
Comprehend and follow varying trade and order placement operational modalities instituted by different Banks and Prime Brokers...
Provide support to the Firm’s business development efforts, by working with the ICs to prepare related material (such as pitch books, preliminary analyses, market commentaries, and presentation decks for webinar and quarterly outlook)
Support the ICs with investment initiatives and client related tasks such as investment proposal generation, reviewing and analyzing investment information of prospects, account reviews, translations of marketing materials, and preparation of investment ideas
Support the ICs in assimilating and reviewing relevant information to conduct research and analyses, and to draft trade and portfolio recommendations in a client ready format...