Consultant – Wealth Management

Genpact India Pvt. Ltd.

  • Pune, Maharashtra

  • Permanent

  • Full-time

Consultant, Wealth Management

In this role, you will be to aid in the aggregation of Investment Portfolio Transaction & Position data for Investment Bank


Operation tasks involve daily Statement Feed data processing:

o Reconciling positions/transactions with the statement.

o Operating performance and other software systems.

o Aggregation- performance measurement and analysis.

o Custodian Statements and format analysis.

o Achieve daily targets of processing statements/accounts

Mapping Transaction to the correct treatment, identifying Holding Asset Type.

Validating Returns, QA checks and identify if there are any errors/data issues.

Follow the standard rules built for Performance/Billing data processing.

Validate Performance Calculations make appropriate fixes in the data

Qualifications we seek in you

Minimum qualifications

Bachelor s in Commerce, BBA

Preferred qualifications

Excellent communication skills Verbal & Written

Good Excel/Presentation skills

Should possess knowledge of Capital Markets, Wealth Management

Ability to communicate issues clearly and succinctly to co-workers, Leads, Dev team and Client as needed.

Knowledge of Excel is must


Basic Accounting

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit Follow us on Twitter, Facebook, LinkedIn, and YouTube. ,

Other details


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