Job Description
Key Roles & Responsibilities:
• Preparing and sharing multiple Standard and Customized MISs for Distributors to be sent on Daily, Weekly, Monthly, Quarterly frequency
• Manage end to end process for Broker Code change, which involves handling instructions received from RM, DRM, end client, execute the instruction, provide mail responses and Que management on CRM
• Working with System Development Team to automate MIS’s and creating various online MIS Platform for the Relationship Manager, Other Back-office Employees, and Onboarding / Customer Service Team
• Engage with RM / DRM and end client to address the Queries raised by them over Call or Emails
• Preparation and pushout of Sales, AUM, Revenue, Profit & Loss MISs as per pre-defined frequencies
• Preparing the Daily, Weekly, and monthly MIS and identifying the reasons for deviations from the Annual Business Plans.
• Co-ordinating with Operations team on ongoing basis to understand the Logic’s, availability of data from System basis which MIS’s will be prepared
• Open to handle any incremental responsibilities around New MIS’s, Client Centric Process
Functional Skills Required:
• Graduate, postgraduate, or MBA with five to ten years of experience handling a similar function in PMS, Banking, or Mutual Funds
• Strong and comprehensive MS Excel proficiency
• Excellent communication and analytical skills
• Preparing and sharing multiple Standard and Customized MISs for Distributors to be sent on Daily, Weekly, Monthly, Quarterly frequency
• Manage end to end process for Broker Code change, which involves handling instructions received from RM, DRM, end client, execute the instruction, provide mail responses and Que management on CRM
• Working with System Development Team to automate MIS’s and creating various online MIS Platform for the Relationship Manager, Other Back-office Employees, and Onboarding / Customer Service Team
• Engage with RM / DRM and end client to address the Queries raised by them over Call or Emails
• Preparation and pushout of Sales, AUM, Revenue, Profit & Loss MISs as per pre-defined frequencies
• Preparing the Daily, Weekly, and monthly MIS and identifying the reasons for deviations from the Annual Business Plans.
• Co-ordinating with Operations team on ongoing basis to understand the Logic’s, availability of data from System basis which MIS’s will be prepared
• Open to handle any incremental responsibilities around New MIS’s, Client Centric Process
Functional Skills Required:
• Graduate, postgraduate, or MBA with five to ten years of experience handling a similar function in PMS, Banking, or Mutual Funds
• Strong and comprehensive MS Excel proficiency
• Excellent communication and analytical skills
💡 Quick Summary
Seeking a career-building opportunity? The Assistant Manager|MIS |ASK Investment Managers position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
