Capital Markets Services Representative

Capital Markets Services Representative

Project Role : Capital Markets Services Representative
Project Role Description : Review asset portfolios and recommend wealth management and investment solutions to improve profitability metrics and asset utilization. Develop and implement asset management strategies, incorporating financial policy and business objectives.
Must have skills : SAP BusinessObjects Data Services
Good to have skills : NA
Minimum 3 year(s) of experience is required
Educational Qualification : 15 years full time education

Summary: As a Capital Markets Services Representative, your typical day involves reviewing asset portfolios to identify opportunities for enhancing profitability metrics and optimizing asset utilization. You will engage with clients to understand their financial goals and provide tailored wealth management and investment solutions. Additionally, you will collaborate with team members to develop and implement effective asset management strategies that align with financial policies and business objectives, ensuring a comprehensive approach to client service and satisfaction. Roles & Responsibilities: - Expected to perform independently and become an SME. - Required active participation/contribution in team discussions. - Contribute in providing solutions to work related problems. - Analyze market trends and client needs to recommend appropriate investment strategies. - Prepare detailed reports and presentations for clients to communicate asset performance and recommendations. Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP BusinessObjects Data Services. - Strong analytical skills to interpret financial data and market trends. - Experience with data integration and transformation processes. - Ability to create and manage complex data models. - Familiarity with reporting tools and dashboard creation. Additional Information: - The candidate should have minimum 3 years of experience in SAP BusinessObjects Data Services. - This position is based at our Hyderabad office. - A 15 years full time education is required.