Navi
Location
Bangalore | India
Job description
About Navi
Navi is one of the fastest-growing financial services companies in India providing Personal & Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navi's mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences. Founders: Sachin Bansal & Ankit Agarwal Know what makes you a “Navi_ite” : 1.Perseverance, Passion and Commitment • Passionate about Navi’s mission and vision • Demonstrates dedication, perseverance and high ownership • Goes above and beyond by taking on additional responsibilities 2.Obsession with high quality results • Consistently creates value for the customers and stakeholders through high quality outcomes • Ensuring excellence in all aspects of work • Efficiently manages time, prioritizes tasks, and achieves higher standards 3.Resilience and Adaptability • Adapts quickly to new roles, responsibilities, and changing circumstances, showing resilience and agility Key responsibilities: Handling and resolving Investor and channel partner queries promptly and professionally. Ensuring that all queries raised by investors are thoroughly addressed and resolved to their satisfaction. Manage complaints lodged on the SEBI portal, ensuring timely and accurate responses within regulatory timelines. Prepare and submit daily reports to SEBI, including MIS on the inflow/outflows of debt schemes, adhering to reporting deadlines. Coordinating the receipt and execution of voting instructions received from fund managers and ensuring reconciliation of the same. Efficiently managing the account opening process, including Demat accounts, custody accounts, and collection accounts. Ensure attention to detail and accuracy in the account opening procedures. Collaborate closely with internal and external stakeholders to address any issues that may arise during the account opening phase. Timely and accurately handle trade management across various asset classes. Ensure compliance with trade allocations, reporting, and settlements requirements. Meet trade reporting deadlines on relevant platforms within stipulated time frames. Maintain and perform reconciliations for all trade settlements. Report trades to FA and Custody departments in a timely manner. Manage trade settlements for equity, debt, money market, and other relevant transactions. Serve as a point of contact for any trade settlement queries from Dealers and Fund Managers. Ensuring Monthly regulatory reporting to SEBI/AMFI is submitted timely. Ad Hoc requirements from SEBI are addressed. Required Skills: Good communication Skills Should be diligent and disciplined High on process excellence Sound knowledge of MS Excel is appreciatedJob tags
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