Job Description
Our client is A Global Audit & Advisory Firm with direct operations in India, Middle East , Europe and USA. They are looking for Assurance & Advisory (Banking & Financial Services) for their office in Central Mumbai. Below are requirement details
Position: Senior Manager - Assurance & Advisory (Banking & Financial Services)
Experience : 8+ years of working or audit experience in middle and back-office operations of Wealth Management Firms, Mutual Fund AMC’s, AIF, Depository or Capital Markets etc
Role : Full Time On Payroll
Location: Mumbai- Central suburb (Work-from-office)
Salary: 28 LPA to 34 LPA + Benefits
Education : CA qualified
Joining : At the earliest
JOB DESCRIPTION:
Your job responsibilities will include,
• Will be working / practical knowledge about operation of certain service industry of BFS segment such as PMS, MF, AIF, Wealth Management Offshore funds etc.
• The candidate should have the ability to analyze, compare, and interpret facts and figures quickly; and be able sound judgments based on this information.
• He / She should have good oral and written communication skills, well-developed interpersonal skills, leadership and people management skills.
• Business understanding, systems and computer skills are required.
• Accuracy and the ability to handle responsibility with limited supervision are important.
• He / she should not have major constraint for travelling outstation.
• He / She should be in a position to lead the team of at least 4-5 juniors under him and guide them. Also may have to report to partner directly
Core Competencies:
• Service Orientation – Should be aware of both - the internal as well as external customers and their needs; and is committed to meeting the customers’ evolving, long-term needs – the focus is on SERVICE
• Result Orientation – Should be able to direct efforts towards developing and implementing realistic action plans to meet business objectives; with a sense of urgency – the focus is on achieving RESULTS
• Initiative – One must not only understand and accept the responsibilities towards his/her job; but also proactively works towards identifying challenges and its resolution – the focus is on seeking SOLUTIONS
• Professionalism – Should have in-depth knowledge of all functions and displays not only required skill-set, but also ethics and integrity while conducting the job – the focus is on PROFESSIONALISM
• Cooperation – One must ensure completion of all tasks at hand and simultaneously extends support to team members and displays joint ownership towards achieving business objectives – the focus is on TEAMWORK
• Communication/Feedback – Should believe in providing feedback to other associates and receiving feedbacks to enhance performance, thereby meeting business objectives – the focus is on OPEN COMMUNICATION
DESIRED CANDIDATE PROFILE:
• Has working or audit experience in middle and back-office operations of Wealth Management Firms, Mutual Fund AMC’s, AIF, Depository or Capital Markets etc.
• Should have thorough knowledge and understanding of investments and securities.
• Should be abreast of the SEBI and RBI regulations applicable.
• Supervision and responsible for quality and timely delivery of all engagements within financial services practice
• Internal SOPs and methodology to be kept updated.
• Define and manage appropriate key performance indicators to ensure delivery of work, as agreed with key stakeholders.
• Strengthen the delivery capabilities of the practice by training and mentoring the team and adhering to professional practice requirements.
• Release alerts and thought leadership articles at regular intervals.
• Partner with Business Solutions resources for automating processes thereby building efficiencies.
• Knowledge of Wealth Spectrum / Miles software would be preferable.
Vital –
• Experience in Bank & Financial Institutions particularly in wealth management firms, depository or capital markets
Essential –
• Ability to work independently, we have an autonomous work environment perfect for individual with strong business judgement
• Proven supervisory abilities
• Attention to detail, accuracy & quality
• People management experience, more proactive, professional maturity, strong work ethic and collaborative work approach
Position: Senior Manager - Assurance & Advisory (Banking & Financial Services)
Experience : 8+ years of working or audit experience in middle and back-office operations of Wealth Management Firms, Mutual Fund AMC’s, AIF, Depository or Capital Markets etc
Role : Full Time On Payroll
Location: Mumbai- Central suburb (Work-from-office)
Salary: 28 LPA to 34 LPA + Benefits
Education : CA qualified
Joining : At the earliest
JOB DESCRIPTION:
Your job responsibilities will include,
• Will be working / practical knowledge about operation of certain service industry of BFS segment such as PMS, MF, AIF, Wealth Management Offshore funds etc.
• The candidate should have the ability to analyze, compare, and interpret facts and figures quickly; and be able sound judgments based on this information.
• He / She should have good oral and written communication skills, well-developed interpersonal skills, leadership and people management skills.
• Business understanding, systems and computer skills are required.
• Accuracy and the ability to handle responsibility with limited supervision are important.
• He / she should not have major constraint for travelling outstation.
• He / She should be in a position to lead the team of at least 4-5 juniors under him and guide them. Also may have to report to partner directly
Core Competencies:
• Service Orientation – Should be aware of both - the internal as well as external customers and their needs; and is committed to meeting the customers’ evolving, long-term needs – the focus is on SERVICE
• Result Orientation – Should be able to direct efforts towards developing and implementing realistic action plans to meet business objectives; with a sense of urgency – the focus is on achieving RESULTS
• Initiative – One must not only understand and accept the responsibilities towards his/her job; but also proactively works towards identifying challenges and its resolution – the focus is on seeking SOLUTIONS
• Professionalism – Should have in-depth knowledge of all functions and displays not only required skill-set, but also ethics and integrity while conducting the job – the focus is on PROFESSIONALISM
• Cooperation – One must ensure completion of all tasks at hand and simultaneously extends support to team members and displays joint ownership towards achieving business objectives – the focus is on TEAMWORK
• Communication/Feedback – Should believe in providing feedback to other associates and receiving feedbacks to enhance performance, thereby meeting business objectives – the focus is on OPEN COMMUNICATION
DESIRED CANDIDATE PROFILE:
• Has working or audit experience in middle and back-office operations of Wealth Management Firms, Mutual Fund AMC’s, AIF, Depository or Capital Markets etc.
• Should have thorough knowledge and understanding of investments and securities.
• Should be abreast of the SEBI and RBI regulations applicable.
• Supervision and responsible for quality and timely delivery of all engagements within financial services practice
• Internal SOPs and methodology to be kept updated.
• Define and manage appropriate key performance indicators to ensure delivery of work, as agreed with key stakeholders.
• Strengthen the delivery capabilities of the practice by training and mentoring the team and adhering to professional practice requirements.
• Release alerts and thought leadership articles at regular intervals.
• Partner with Business Solutions resources for automating processes thereby building efficiencies.
• Knowledge of Wealth Spectrum / Miles software would be preferable.
Vital –
• Experience in Bank & Financial Institutions particularly in wealth management firms, depository or capital markets
Essential –
• Ability to work independently, we have an autonomous work environment perfect for individual with strong business judgement
• Proven supervisory abilities
• Attention to detail, accuracy & quality
• People management experience, more proactive, professional maturity, strong work ethic and collaborative work approach
💡 Quick Summary
Seeking a career-building opportunity? The Looking for Senior Manager 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.