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Job Summary

Portfolio Account Monitoring and Reporting
Key Responsibilities

Ensuring that the Wealth monitoring related reports are generated and delivered on a timely manner to the respective stakeholders.
Ensuring that the Business working capital related reports are generated and delivered on a timely manner to the respective stakeholders.
Ensure the report accuracy and TAT as per the SLA.
Ensure good governance and Controls
Ensure process standardisation and simplification.
Need to ensure that the reports are in similar trends as against the submissions made in the past.
Any changes to the reporting logic to be discussed and documented with the stakeholders and agreed in a Change Management template with proper UAT and UVT performed before...