Job Description

Job Description

Who are we looking for?


L 3 level Sr Transaction Processing Executive/Officer – to process the Capital Market – Brokerage process documents – Cost Basis related, for a Non-Voice BPS account (US Client).


Technical Skills:

  • Excellent MS Office skills – MS Excel, Power Point, Excel Macros and E Mail Drafting

  • Good Typing Speed of 28 WPM with >=95% accuracy

  • Excellent Communication skills – to attend Client Calls, Onshore Training etc

    • Process Skills:

  • Good and sound knowledge of Capital Market Concepts – preferably US Stock Market

  • Expert Knowledge on Financial Instruments- Equities, Mutual Funds, Fixed Income securities.

  • Expert Processing skill of Cost Basis Updation, Corporate Actions, Trade Posting and Reconciliation of Positions and providing Updates to Advisors of their requests.

  • Reports making skills, Mail Drafting, Escalation handling, Client Training and Update sharing with Team.

  • 100% Accurate work required as Errors will have Financial impacts from Client and their Customer side.

    • Behavioral Skills:

  • Strictly US Shift Working Hours (India late evening OR Night shift) – should be flexible to do Over Time duty if required.

  • Punctual and adherence to attendance and Leaves

  • To report to Team Lead and follow the Instructions and the HR Policies as per Company

    • Certification:

  • Education: 12 + 3 Degree Education is mandatory – B Com, BBA and BBM Graduates preferred, however Candidate with good work experience (similar BPO field and domain) but with other Specialization will also be looked into.

  • Additional Certification on Stock Market Subjects is added advantage.

  • No Engineering / Tech Graduates

    • Experience requirements:

  • Candidate should have minimum 2 to 3 Years work experience in similar BPO field – preferable from Banking and Capital Market Domain (primary preference)

  • Work Experience on Cost Basis of Securities, Trades knowledge is required.

    • Expected Competencies:

  • Interpersonal Effectiveness: Candidate should be a team player and demonstrate required aptitude and attitude towards work and the Team.

  • Service Orientation: Candidate should be Customer Centric and committed to deliver the best to Customers and the Business.

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