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  • Edel JD MISAnalyst

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    Saily Wakhare
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    This job posting is for an Executive/AM/M position in the Wealth Management department in Mumbai reporting to the Data Management Team. The responsibilities include ensuring accurate revenue booking, cost analysis, budgeting, producing monthly reports with key metrics and financial data for stakeholders, and automating various processes. The ideal candidate will have 2+ years of experience in BFSI, knowledge of wealth management products, and skills in Excel, Macros, PowerPoint, Word, and financial analysis.

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    Edel_JD_MISAnalyst

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    This job posting is for an Executive/AM/M position in the Wealth Management department in Mumbai reporting to the Data Management Team. The responsibilities include ensuring accurate revenue booking, cost analysis, budgeting, producing monthly reports with key metrics and financial data for stakeholders, and automating various processes. The ideal candidate will have 2+ years of experience in BFSI, knowledge of wealth management products, and skills in Excel, Macros, PowerPoint, Word, and financial analysis.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    6 views1 page

    Edel JD MISAnalyst

    Uploaded by

    Saily Wakhare
    This job posting is for an Executive/AM/M position in the Wealth Management department in Mumbai reporting to the Data Management Team. The responsibilities include ensuring accurate revenue booking, cost analysis, budgeting, producing monthly reports with key metrics and financial data for stakeholders, and automating various processes. The ideal candidate will have 2+ years of experience in BFSI, knowledge of wealth management products, and skills in Excel, Macros, PowerPoint, Word, and financial analysis.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Position Title Executive / AM / M

    Department Wealth Management


    Reporting to Data Management Team
    Location Mumbai - BKC

    Job Description
    • Responsibilities

    • Ensuring correct and accurate revenue booking


    • Cost analysis
    • Budgeting
    • Produce monthly reports which includes key metrics, financial data and
    variance analysis along with client related data to various stakeholders
    • Automation of the various process and activities
    • Business analysis

    Key Skills:

    • Excel (advance)
    • Macros (preferably)
    • Power point
    • Word
    • Product knowledge (Broking, Mutual funds, bonds, PMS, etc)
    • Analytical skills
    • Good communication skills
    • Financial Services experience required.

    Qualification and experience required


    Eligibility / Educational qualification Graduates

    Additional qualification PG (preferable)

    Experience/ Industry 2+ years experience in BFSI

    Additional Skills Wealth management products

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