Company Name:-
BNY Mellon

Job Location:-
Pune, Maharashtra

Job Summary:-
Provides guidance to less experienced Client Reporting associates when reporting on portfolio performance and when providing guidance to clients in the areas of risk management and portfolio allocation.

25% Serves as the organization’s expert regarding the different product lines and takes the opportunity to answer escalated inquiries.

25% Maintains the online platform utilized by clients to generate reports on their portfolios and portfolio performance.

Implements improvements to systems.

Trains clients on report production.

25% Listens to and evaluates client concerns and needs, and develops plans to improve client experience.

Publishes white papers on industry trends and reports on areas where revenues from products and product capabilities can be expanded.

25%

Qualifications
Bachelor’s degree or the equivalent combination of education and experience is required.

5-7 years of total work experience preferred.

Experience in trading or brokerage preferred.

May have people management responsibilities in some geographies; provides guidance to less experienced Client Reporting and Performance staff as needed.

BNY Mellon is an Equal Employment Opportunity Employer.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work.

We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: India-Maharashtra-PuneJob: Asset ServicingInternal Jobcode: 70095Organization: Accounting Services-HR16344Requisition Number: 2104904

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