RM Associate

About EQ :

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services.

EQ India provides Information Technology Services, BPO, Marketing, Sales Support, People Services & Finance Shared services support to various EQ Group companies and clients of EQ. EQ India has 1300 employees- operating out of capability centres in Bangalore and Chennai.

There has never been a better time to join EQ

EQ India Operations team work closely with the EQ Group functions across UK, US and Amsterdam to provide operations support to Shareholder Solutions, Pensions Solutions, Investment Services, Employee Benefit Solutions, KYC Operations, Customer Experience Centre, Reconciliations, and Innovation. This service is delivered from our offices in India based out of Chennai and Bangalore.

JOB TITLE: RM Associate

REPORTS TO: Site Director

FUNCTION: EQ US - Issuer & Investor Services (EQi)

JOB SUMMARY :

The RM Associate role is an entry level role within Issuer and Investor Services. The primary purpose of the role is to assist Relationship Managers with non-customer-facing tasks in service of client (issuer) requests. Tasks such as setting up dividends, researching items in various EQ systems, setting up proxy ship out memos, coordinate with share proof, review Excel file, and approve release of the dividend file. Also remove lockup legends, generate duplicate statements for clients. Additional tasks include researching, data entry and maintenance of tax information required for the return of capital. Will also distribute and collect authorized signer and authorized wire initiators/requestors with issuers via email, and record the records in the system. Familiarity with Unity system and some basic workflow processing components of Sirius is required. Will also likely access additional systems or applications including accounts receivable/Workday. Process lockup legend removals. Generate repeatable reports for issuers on a regular cadence and ad hoc as requested from Sirius and user portals.

ESSENTIAL FUNCTIONS:

Enable client satisfaction and retention (20%) through prompt, thorough and accurate response and resolution to client issues and inquiries.

Ensure regulatory compliance (55%) within client portfolios through the distribution and return receipt of required government forms, documents and authorizations.

Expand revenue opportunities (10%) through taking rote administrative tasks from RMs to do freeing them to upsell and crossell.

Record all work in systems ( 15%) for quick retrieval and use by many other functional groups through learning client portfolios, building internal and external relationships and mentoring with an experienced Relationship Manager.

SCOPE OF JOB:

RM Associate will be aligned with a team of Relationship Managers once fully onboarded. Each Relationship Managers assigned client portfolio will vary in terms of the number and types of clients in the portfolio as well as revenue size. Client portfolios are tiered based on a variety of factors, including client market cap, current revenue volume to EQ, future potential revenue volume, and the number of shareholders served. Will need to be able to interpret requests from RMs and their RD managers and communicate back in a collaborative and timely manner. Will take direction from the U.S.-based Relationship Directors and RMs, but will be managed in day to day tasks and administratively by local Site Director.

KEY CRITERIA:

Qualifications and Experience (E)

Demonstrated ability to learn and use new technology systems to access information.

Knowledge (EDEE

Microsoft office suite with an emphasis on Outlook and Excel for daily tasks and Word and

Sirius

Workday

Unity (Salesforce)

All aspects of the role leverage this software suite. Its common in any college or workplace environment.

Skills & Abilities (EEED)

Analytical Ability

Prioritization and time management

Attention to detail and accuracy

Communication skill

Interpret requests and think in self-directed way best way to handle the request.

Used in all aspects of the job. Basics should be possessed upon entry into the role and honed to our environment over time.

Carefully review documentation with requests for compliance to EQ policies. Document all activity in Unity and other systems.

Basics of this should be possessed upon entry into the role. However, molding it to fit our RM and RD clients internally, and limited written interaction with issuer clients. Includes good written correspondence with team in the U.S.

Eligibility Criteria:

* Graduation is Mandatory*

• 2 + years of experience in RM

Candidates can directly walk-in to the below mentioned venue.

Date: February 17 2025

Time: 1PM 4PM

Rounds of interview:

Hr Screening

Assessment

Managerial round

Documents to be carried as mentioned below in (PDF format) soft copy only.

Relieving letters (From 1st to last employment)

Relieving confirmation Mail (last Company)

Hike letter if any (From last Company)

Offer letter.(Last company)

Payslips from current company (last 3 months)

Educational Documents (10th, 12th , Graduation/Post Graduation)

Copies of Govt. Proofs ( Aadhar & PAN Card both sides)

Venue

Equiniti India Pvt Ltd

Address:

Block 10, 8th floor, DLF IT Park

1/124, Mt Poonamalle High Road, Ramapuram

Chennai, Tamil Nadu 600 089

Note:

*Kindly carry your government Original ID proof for security concern.

*Kindly carry your updated resume for interview procedure.

*Employ yourself before 15 mins to the schedule.

* Kindly mention reference on top of the resume*