Posted On: 23-Jun-2022 | Last Date to Apply: 31-Jul-2022 | No: of Vacancies : 4
Company Profile:
CRISIL Ltd. is one of the leading advisory & research firm in India and globally. Our company is a wholly owned subsidiary of S&P Global Company, USA. CRISIL Ltd. provides practical and innovative solutions to governments, donor funded agencies, private equity firms, leading corporates, and international clients across 35 emerging economies across Asia, Pacific and Africa.
Job description:
Role Summary
Overall Responsibility
Lead the wealth management franchise for the buy side practice across client prospecting, solutioning and engagement management
Engagements could be across wealth value chain ranging from client prospecting, client analytics, investment research, portfolio monitoring and reporting.
Nature of services could span enterprise data analytics and digitalization, investment research, business and operations support and transformation
Functional Responsibilities
Able to independently conceptualise and scope projects for wealth management clients.
Work with the BD team in developing client proposals, preparing functional and technical responses to RFPs
Engage with external partners, where necessary for appropriate client solutioning
Collaborate with internal teams to ensure client value proposition is appropriate
Manage and lead client presentations / discussions as a domain expert
Work with Data analytics /research / technology teams for client POCs and to shape existing solutions to meet client expectations
Build requisite teams for effective execution of engagements
Direct and manage teams for executing engagements and reviewing the quality of the work undertaken
Lead governance of wealth engagements with clients
Experience
10+ years
Domain expert with extensive understanding of the wealth management and advisory industry – could be with an actual wealth management firm or a service / solution provider to wealth management clients
Exposure across different segments of the wealth management industry covering RMs/Advisors, Investment Research and management, portfolio management, client and regulatory reporting
Skill Sets / Competencies
Excellent oral and written communication skills and ability to engage with global clients and internal teams across geographies
Positive attitude and ability to turnaround tasks quickly within short deadlines
Interpersonal and relationship building skills
Result Orientation
Ability to deal with pressure
Ability to prioritize and switch between a variety of time-sensitive issues
Key Qualifications
Masters
Skills
Business Intelligence and Risk Solutions,
Industry
Banking/Financial Services/Broking
Gender Preference:
Female
Job Type:
Full Time
Diversity Tags:
Not Applicable
Associate Director – Wealth Management -Mumbai/Pune/Gurgaon/ Chennai CRISIL