Monitor Investor Service Request and Complaints, Sales and Marketing, Coordination with external service providers viz. Registrar & Transfer Agent, AMFI, SEBI, CRISIL, BSE StAR, DOTEX, KRAs (KYC Registration Agency), FIU India etc. , Coordination with AMC Branches, ARN Holders, Respond Income Tax office for queries / reports etc.

Profile: Manager – Operations Excellence Designation: Project ManagerResponsible for nurturing automation and process improvements, LEAN culture, LEAN management in organization. Liaise with business teams and update LEAN initiative progress to senior management. Organize LEAN orientation and advance trainings, maintain Idea Junction, monitor LEAN ideas, Facilitate implementation of LEAN improvements and spread LEAN culture across the company. Organize Operations Excellence seminars… Show more Profile: Manager – Operations Excellence Designation: Project ManagerResponsible for nurturing automation and process improvements, LEAN culture, LEAN management in organization. Liaise with business teams and update LEAN initiative progress to senior management. Organize LEAN orientation and advance trainings, maintain Idea Junction, monitor LEAN ideas, Facilitate implementation of LEAN improvements and spread LEAN culture across the company. Organize Operations Excellence seminars, webinars. Profile: Regional Coordinator for APAC Designation: Project ManagerCoordinating from offshore with multiple stakeholders of the project that include client senior management, BAs, SMEs and testers. Testing BUAT / CUAT and Parallel environment for Morgan Stanley. Body of work - Trade management and ReportingProfile:Project Manager Designation: Manager Mainframe Applications supported:MCH (Multi Currency Horizon) – Custody and Accounting system, Instruct – Trade processing application, Mystatestreet website – web based custody and accounting reporting tool for Investment Managers, Secure Transport – secure file transport gateway, DWS – Derivatives Workstation, NAVAlert – Accounting NAV calculation application, Cash manager – FX portal, CapTain – Corporate Action processing tool, Remedy – User Query tool.  Collateral Management Support:(a) Set up client agreement on mainframe system (b) Set up user profiles (c) Level 2 support to Europe and US regions SWIFT Support – (a) testing SWIFT messages (100 to 900) (b) Setting up of Inbound and outbound messages (c) SWIFT testing using BESS application  Daily and monthly reporting – (a) Preparation of daily reporting deliverables per SLA (b) Prepare month-end reconciliations with administrators (c) Handle ad-hoc queries from clients and prepare responses. (d) Year-end and interim Audit and Tax support for clients. Show less

Company profile:Primary Dealer which undertakes trading in fixed income securities, money market instruments, interest rate swaps, corporate bonds and equity (both cash and F&O). The Company also undertakes fee based activities namely Portfolio Management Services and mutual fund distribution.Scope of work:(a) Working Capital Management (b) Monitoring of Pay in and Pay out of funds as per stock exchange settlement calendar (c) Preparation of Cash Flow forecast statement (d)… Show more Company profile:Primary Dealer which undertakes trading in fixed income securities, money market instruments, interest rate swaps, corporate bonds and equity (both cash and F&O). The Company also undertakes fee based activities namely Portfolio Management Services and mutual fund distribution.Scope of work:(a) Working Capital Management (b) Monitoring of Pay in and Pay out of funds as per stock exchange settlement calendar (c) Preparation of Cash Flow forecast statement (d) Deployment of Excess Funds in short term securities (e) Follow up with Branch Offices for fund remittances (d) Finalization of Accounts. Show less