Back office- Wealth Management/US Shift/WFO/ Immediate Joiner

Role & responsibilities

Senior Transaction Processing Executive/Officer to process the Capital Market Brokerage process- Asset Transfer documents for a Non-Voice BPS account (US Client).

Years of experience needed

• Candidate should have minimum 1 to 3 Years of year work experience in similar BPO field – preferable from Banking and Capital Market Domain (primary preference)

• Prior experience on Asset Transferring, Mutual Funds process is required.

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

• Good 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.

• Expert knowledge on Processing of Asset Transfer – primarily Mutual Funds. Processing High Net Value Mutual Funds, Verification, Analyzing MF documents and providing Updates to Brokerage Advisors of their requests

• Reports making, Client Escalation handling, Mail Drafting, Update sharing with Team

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

• 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:

• Strictly US Shift Working Hours – 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

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 Stock Market Subjects is added advantage.

Perks and benefits:

Cab services available: Pickup and Drop