skillindiajobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

AVP - Risk Team Leader - Trust Administration Team - Bank

10.00 to 12.00 Years   Mumbai City   18 Mar, 2022
COE SOLUTION CONSULTING LLP
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / TaxSales / BD
EmploymentTypeFull-time

Job Description

    Fiduciary responsibility : - Sending annual mailers to clients on insider information rule and ensuring that no transaction is violating the insider information rule on a post-facto basis- Yearly risk search on all the Trust clients, settlors and beneficiaries- Ensure processes are prepared, updated and implemented- Vigilance on immovable properties of the Trusts- Updating master sheets and ready reckoner information for the trusts on a required basis- Ensuring client complaints are resolved on a timely basis- Checking of fiduciary compliances e.g.- Checking distributions are made on a timely basis to beneficiaries- Review of respective trust investments with investment advisors - Ensuring fees charged are as per the agreed terms for all the Trust clients by the service providers- Ensuring confirmations of taxes paid by clients for revocable trusts on an annual basis Risk & Technology - Review of the risk register on a periodic basis and getting the required actions implemented- Preparing and implementing the RCSA (Risk Control Self-Assessment) checklist for the Trust Administration Team- Updating the ICAAP document/Risk documents for Estate Planning Business- Ensure periodic review of client database from a risk perspective- Implement technology solutions in co-ordination with BSG teams to automate the work and bring inefficiency Audit - Coordinating with auditors for their requirements - internal, GST, IFC etc.- Co-ordinate with the internal team & internal audit team to ensure closure of audit issues for allocated areas Job Requirements: - CA/MBA with ~10 yrs experience. Others can apply subject to higher experience- Background in risk and exposure to tech solutions will be an added advantage- Solution-oriented with strong communication skills - Temperament to work in teams- Ability to interact and coordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels- Preferably have experience and knowledge of taxation, GST, TDS,

Keyskills :
qualitystrong communication skillscoachingsalescustomer relations

APPLY NOW

AVP - Risk Team Leader - Trust Administration Team - Bank Related Jobs

© 2020 Skillindia All Rights Reserved