- 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
- Prior Transfer Agency processing experience is required
- Bachelor's degree in Commerce is desired
- 1–5 years of relevant experience
- 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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Associate Level 1 - Mumbai - Apex Group
Description
Key Duties and Responsibilities
Qualification and Experience
Skills Required
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Associate Level 1
Only for registered members Mumbai, Maharashtra
-
Senior Associate Level
Full time Apex Group- Mumbai
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Associate Level 1
Only for registered members Mumbai, Maharashtra
-
Associate Level 1
Full time Apex Group- Mumbai
-
Associate Level 2
Full time Apex Group- Mumbai
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Associate Level 2
Full time Apex Group- Mumbai
-
Associate Level 1
Only for registered members Mumbai City
-
Senior Associate Level-1
Full time Apex Group- Mumbai
-
Senior Associate Level 3
Full time Apex Group- Mumbai
-
Senior Associate Level-1
Full time Apex Group- Mumbai
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IAM Identity Security Associate Saviynt Junior Level
Only for registered members Mumbai Suburban
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Customer Service Associate – Entry Level
Only for registered members Navi Mumbai, Mumbai
-
IAM Identity Security Associate Saviynt Junior Level
Full time Only for registered members Navi Mumbai
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IAM Identity Security Associate Saviynt Senior Level
Only for registered members Navi Mumbai
-
IAM Identity Security Associate Saviynt Junior Level
Only for registered members Navi Mumbai, Maharashtra
-
Research Associate
Only for registered members Mumbai, India
-
Investment Banking Associate
Only for registered members Mumbai, Maharashtra
-
Executive Housekeeper
Full time confidential- Mumbai
-
Library Coach, Literacy Field
Full time Only for registered members India - Maharastra
-
Clinical Research Associate
Only for registered members Mumbai, Pune, Satara