Job Description

Key duties and responsibilities

  • Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement
  • Identify and resolve problems within the defined procedure
  • Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval
  • Expected to work on initiatives/Ad-hoc requirements as per business needs
  • Should be able to work independently but also need to be a good team player
  • Should be able to identify process gaps & need to work as a trouble shoot
  • Ability to support, guide & train other team members
  • Should have the ability to understand & handle complex queries
  • Strong domain knowledge is essential & understanding of TA business.es
  • Well versed with preparation and review of SOPs/Process flow charts
  • Able to identify & implement various process control
  • Provide innovative ideas for process enhancements
  • Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled
  • Ability to prioritize multiple tasks by utilizing effective time management skills.
  • Should have team handling/people management skills

Qualification and Experience

  • Prior Transfer Agency processing experience is required
  • Bachelors Degree in Commerce is desires
  • 10-13+ years of relevant experience

Skills Required

  • Strong analytical skills
  • Responsible for meeting all client deliverables
  • Ability to navigate proficiently in a windows environment
  • Strong knowledge of Microsoft excel & word
  • Ability to write messages in a clear and concise manner
  • Ability to read, write & speak English proficiently
  • Strong research, resolution and communication skills
  • Interpersonal skills - Relationship builder, respectful and resolves problems
  • Communication skills - Presentation skills, listening skills, oral & written communication skills
  • Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder
  • Motivational skills - Performance standards, achieving results and persistent.
  • Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks
  • Flexible enough to work in any shifts as per business needs
  • Prior Transfer Agency processing experience is required
  • Bachelors Degree in Commerce is desires desirable
  • 10-13+ years of relevant experience
  • Ability to work under pressure and should be able to handle multiple projects
  • A good understanding of effective risk management & its execution
  • Effective verbal reasoning and numeric skills
  • Excellent planning and organization skills
  • The candidate should be able to understand the intricacies of TA business & its impact on other related functions


Skills Required
Crs, Xsd, Microsoft Applications, Xml, fatca

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