First Global : Mumbai : Manager - PMS Onboarding : Finance : CTC upto 5.4 LPA | JC/1898

  

Interview Process:

 

·         Post CV Screening Pravena More will provide a time slot to connect your candidate for a con call

·         Post her short listing, candidate’s profile will be shared with the client

·         Source candidates who can join immediately or with maximum 15 days’ Notice Period

·         Relocating Candidates not considered

• Feedback TAT – 8 Working days

·         Work from Home .

 

 

 

 

Sr. No.

Candidate Name

Location

Total Experience

Relevant Experience

Current Company

Current Designation

Current CTC

Expected CTC

Notice Period

Reasons To Quit

Communication Skills on the scale of 10

Domain Knowledge on the scale of 10

Previous Company 1

Previous Company 2

Previous Company 3

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Previous Company 5

 

Company Website: https: //www.firstglobalsec.com/

 

FG manages nearly $600 million in domestic India and Global assets, from thousands of small, medium and large investors, and this is growing rapidly because of our game-changing unique and proprietary Human + Machine investment model which delivers far better returns than traditional fund managers, with far lower risk. First Global has built one of the world's most advanced quantitative investech engines, using artificial intelligence and machine learning, called the FG Exotech. This engine powers the entire Investech business for FG, worldwide. Our clients come from all over the world: India, Asia, Europe, UK, US. First Global is India's most innovative, forward-thinking , tech- driven Investment management Firm. Blazing a trail of creative thinking, seeing trends ahead of the crowd, identifying major inflection points in companies, sectors, countries, regions and asset classes, First Global stands apart from the rest. First Global's research and ideas have been covered in major US, European and Asian publications like Wall Street Journal, CBS Market Watch, Forbes, Business Week, Bloomberg, Financial Times, Finance Asia, Etc. and rated very high in Institutional Surveys. First Global has been globally awarded by prestigious global rating companies such as AsiaMoney, Thomson Reuters- Starmine, Etc.

Job Code	JC/1898
Process	Finance
Gender	Male / Female
No. of Positions	1
About Process	Should have complete knowledge of Processing of EKYC and Physical Demat and trading account opening in all categories such as PMS, NRI, Corporate, Trust societies, partnership firm & individual.
	Should be fully conversant with compliance requirement with regards to KYC as prescribed by the Regulator and the Exchanges from time to time.
	Should have handled the entire CVL –KRA process.
	Should have handled Processing of C- KYC
	Should have handled reconciliation and updating the client database on UCC, CVL-KRA, and CKYC on every modification
	Should have handled checking of client AML & ANMI global record
	Fully conversant with downloading the SEBI Debarred (Ban Entities) file from exchanges BSE/NSE
	Should have handled Unique Client Code (UCC) files uploading on the exchanges e.g. BSE WebEx/NSE.
	Brokerage & sharing, creation & updating on the back-office software.
	Implementing the modifications prescribed by the Regulators and Exchanges relating to KYC processes.
	Should be well conversant with opening the NRI Savings/PIS NRI Account with concerned Banks
	Responsibility to ensure mandatory processing to be completed within the prescribed TAT.
Title	Manager - PMS Onboarding
Location	Mumbai - Vashi
Requirement	Good communication skills in English (8/10)
	1 - 5 years experience in same field.
	Fintech- InvestTech, Can be considered from (broking, asset management, banking, insurance)
	Should be well verse with word and excel
	Knowledge of any programming language will be added advantage.
	handling minimum of a hundred + account openings for day
Education	Graduate / Post Graduate
Shift timings	Day shift 9 am - 7 pm
Transport Boundaries	Mumbai, Navi Mumbai
Transport Facility	NA
Salary Range	4.8 LPA - 5.4 LPA ( Depends on the skills, requirement and interview)
Weekly Off	Sunday (Fixed off )
Age	Upto 45 Years
USP	Work from Office, Day Shift, Growth Opportunities
Rounds of Interview	HR (Check previous experience, Location, Qualification, Age, Communication skills, Compensation, Stability)
	Operation round (Check stability, Interest, skillset, flexibility & discuss salary)
	CEO Round (Check seriousness, skills, experience, smartness, eagerness to learn new tasks, smartness)
Documents	Educational + Identity Proof + Residential Proof + Offer Letter + Salary Proof (Bank Statement/Payslip) + Relieving letters
Clawback	90 Days