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Team Lead

2.00 to 4.00 Years   Hyderabad   12 Mar, 2024
Infosys Limited
Job LocationHyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT Services & Consulting
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors needs in an effort to enhance their loyalty with Tracking, analyzing and follow-up on outstanding requirements.2) Trade Life Cycle, Trade Confirmations/Settlements, International and Local US Market settlement procedures3) Key functions in this role include sorting, analyzing, and scanning incoming client documents into our imaging system, and validating them into the proper workflows. ( Document Control )4) Account opening and Maintenance: Transfers b/w banks and intermediatory, Free movement (FOP) process understanding with SSI s /Swifts5) Demonstrate a strong understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption and provide scale to the segment6) Aptitude to identify process improvement opportunities and inspire others to embrace new ideas in a rapidly changing environment.7) Expereicen in Asset transfer8) Superior communication, presentation, interpersonal and listening skills9) Supervise work done by juniors10) Interaction with stakeholders11) Identify automation Opps 5-7 Yrs exp. with at least 1-2 years of Team managing exp. in Wealth and Retirement Management Ops, Exposure to financial Instruments & Financial markets),

Keyskills :
trade life cyclelife cyclemail sortingaccount openingdocument controlmarket operationsprocess improvementfinancial instrumentswealthloyaltycontrolcapitalimagingjuniorsbenefitsscanningfeaturesadoptionmanagement

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