Associate Level 1 - Mumbai - Apex Group

    Apex Group
    Apex Group Mumbai

    2 days ago

    Full time
    Description

    Key Duties and Responsibilities

    • Process financial and non-financial transactions through internal systems as per regulatory and client requirements
    • Identify and resolve problems within defined procedures
    • Complete archiving of investor and client documentation ensuring a full audit trail
    • Work on initiatives and ad-hoc requirements as per business needs
    • Work independently and collaboratively as a team player
    • Identify process gaps and troubleshoot issues
    • Support, guide, and train other team members
    • Understand and handle complex queries
    • Possess strong domain knowledge and understanding of Transfer Agency (TA) business
    • Prepare and review SOPs and process flow charts
    • Identify and implement process controls
    • Provide innovative ideas for process improvements
    • Understand regulatory and audit requirements to ensure full compliance
    • Prioritize multiple tasks using effective time management

    Qualification and Experience

    • Prior Transfer Agency processing experience is required
    • Bachelor's degree in Commerce is desired
    • 1–5 years of relevant experience

    Skills Required

    • Strong analytical skills
    • Good knowledge of mutual funds
    • Responsible for meeting all client deliverables
    • Navigate efficiently in a Windows environment
    • Clear and concise written communication
    • Proficient in reading, writing, and speaking English
    • Strong research, resolution, and communication skills
    • Relationship building and interpersonal effectiveness
    • Presentation, listening, and oral communication skills
    • Self-management, adaptability, and integrity
    • Motivated and performance-focused
    • Creative and logical thinking, problem solving
    • Attention to detail and multitasking ability
    • Flexible to work in various shifts
    • Effective under pressure with ability to manage multiple projects
    • Understanding of risk management and execution
    • Strong verbal reasoning and numeric skills
    • Excellent planning and organization skills
    • Deep understanding of TA business and its functional impact

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