Job Description

Job Description

Job Summary –


L 2 level Transaction Processing Executive/Officers – to process the Capital Market – Brokerage process documents for a Non-Voice BPS account (US Client).


Years of experience needed –

  • Candidate should have minimum of 1 year work experience in similar BPO field – preferably from Banking and Capital Markets Domain (primary preference)

  • Secondary preference will be for Candidates who have experience in other BPO domains like Accounting, Insurance, Health Care etc.

    • Technical / Non-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 Stock Market and Capital Market Concepts – Primarily US stock market.

  • Good understanding of Financial Concepts, Investments, Calculation, Accounting methods

  • Sound Analytical, Quick Learning ability, Zeal to learn new things.

  • Processing skills in banking and capital markets domain – Reviewing of documents, Account status, Receipts, Payments, and Distribution – Processing High Value Cash Instruments, and providing Updates to Brokerage Advisors of their requests.

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

  • Strictly US Shift Working Hours (India Late Evening or Night Shifts) – should be flexible to do Over Time duty if requirement arises.

  • Working From Office

    • Behavioral Skills:

  • Punctual and adherence to attendance and Leaves

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

    • Certifications Needed:

  • Education: 12 + 3 Degree Education is mandatory – B Com, BBA and BBM Graduates preferred, however Candidate with good work experience but with other Specialization can be looked into to some extent Only.

  • Additional Certification on Financial Aspects is added advantage.

  • No Tech Graduates – BE, B Tech, M Tech

  • Additional Certification on Stock Market Subjects is added advantage.

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