Financial Operations Analyst
Posted on :
26-06-2024
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1 Vacancy
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Job Description
Financial Operattions Analyst
Location: Mahalakshmi Mumbai
About Winvesta
Winvesta is a rapidly growing fintech company on a mission to make crossborder payments and investing hasslefree and affordable for customers across India and the world. With its flagship product the MultiCurrency Account Winvesta empowers individuals and businesses to conduct transactions on an international scale effortlessly.
Winvesta was founded by Swastik Nigam an IIMA graduate and former Director at Deutsche Bank London. He has 15 years of financial services experience in equities ETFs fixed income currencies and complex regulatory banking issues.
Winvesta has earned numerous accreditations in its young tenure including:
- Best Payment Solution 2023: BW Fintech Awards
- Best Emerging Fintech 2023: Bharat Fintech Summit
- FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur.
- It is also a part of the prestigious London Mayor s International Business Program.
- The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells.
The Role
We are looking for a dynamic and enthusiastic individual to join our team
Job Title: Financial Operations Analyst
Location: Mahalakshmi Mumbai
Experience: 02 years
Winvesta is a rapidly growing fintech company on a mission to make crossborder payments and banking hasslefree and affordable for Indians. Were looking for candidates who are looking to jumpstart the career in client services and transaction management.
In this role you will be responsible for managing client transactions fund flow conducting basic KYC on clients creating statements and ensuring smooth communication between internal teams and clients.
The ideal candidate should be a good communicator possess excellent communication skills can multitask well and be keen to learn and grow in a fastpaced and challenging environment..
You must demonstrate a constant curiosity and proactiveness to push your boundaries.
Responsibilities:
- Handle client transactions and fund flow efficiently and accurately
- Conduct basic Know Your Customer (KYC) and Know Your Business (KYB) procedures on clients to ensure compliance.
- Process payments and ensure timely and accurate execution.
- Generate and maintain client statements to provide timely updates on investments
- Coordinate with internal teams to facilitate seamless transactions and resolve client inquiries
- Assist in maintaining accurate records and documentation of client interactions.
- Ensure smooth communication between internal teams and clients.
Requirements
- Bachelors degree in any field
- Excellent communication skills especially in English both verbal and written
- Strong attention to detail and organizational skills
- Interest in speaking with customers and empathy to help resolve their issues
- Ability to handle objections and escalations
- Ability to work collaboratively in a teamoriented environment
- Basic knowledge of financial transactions client services and payment processing preferred
- Ability to multitask and prioritize tasks effectively.
- Selfmotivated with a strong drive
- Ability to adapt to a fastpaced environment.
- Professional and friendly demeanor.
These requirements are mere indications. If you are a proactive and detailoriented individual looking to gain handson experience in client services and transaction management wed love to talk!
At Winvesta you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services.
If you are a driven and customerfocused professional looking to join a highgrowth cross border firm we would love to hear from you. Join us in delivering exceptional service to our clients and shaping the future of financial services.
Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.
client issue resolution,financial services,communication skills,fund flow management,organizational skills,client communication,client transactions management,kyc procedures,payment processing,communication,client statements,documentation,record maintenance,client transactions,client services,financial transactions,kyc,client accounts
Employment Type
Full Time
Key Skills
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