Assistant Manager - Wealth Management
Gurgaon, India
2d ago


  • Highly adaptive and collaborative in new client relationship management, can communicate effectively & independently in internal / external calls / meetings and drive outcomes
  • Experienced in handling end to end business processes i.e. due diligence, large business transitions assignments along with noiseless service delivery in BAU operations in a mature engagement
  • Should have worked in efficiency improvement initiatives, RPA projects or any other automation levers to drive business transformation objective aligned with client requirements
  • Forecasting and solutioning operational risk and challenges well within time
  • Experience in people management, building highly efficient team
  • Proficient in MS-Office suite- Word, PPT, Excel etc. to work on MISs, internal / external governance deck, review paper
  • Analytical skills- Expertise in data mining, drawing inferences, projections and number orientation
  • Can execute tasks efficiently and in time independently without much guidance
  • Reporting proficiency- should be capable of working independently on requires reports for internal & external stakeholders
  • Should be proficient with contractual obligation understanding
  • Flexibility to work in multi shift environment to assist leadership
  • Qualifications we seek in you!

    Minimum qualifications

  • Graduation (B. Com preferable)
  • Relevant experience in wealth management
  • Preferred Qualifications

  • Prior experience in Retail Banking / Mortgage / Payments
  • Good conceptual knowledge and exposure to Banking Mortgage Operations
  • Highly Proficient in working on MS Office suite
  • Excellent English written and verbal communication skills
  • Ability to settle and deliver in high pressure work environment
  • Ability to provide output within timelines
  • Excellent analytical and problem-solving skills
  • Prior experience in transformation projects and new business transition
  • Report this job

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form