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Tier-1 brand, metro Pune, and a mid-level generalist operations role create high candidate competition.
Requires mutual fund and transfer agency experience, limiting transferability across industries.
Explicit 4+ years plus mandatory transfer agency, reconciliation, and domain knowledge increases filtering strictness.
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Process and reconcile pooled and single AXA Separate Account Contract level transactions and their corresponding money movements daily.
Perform quality control verification of daily trading activity and reconcile bank account balances related to client deposits/disbursements.
Support additional Transfer Agency functions and maintain departmental process documentation meeting SLA and quality standards.
Bachelor’s degree or equivalent in Finance, Economics, Accounting, or a relevant discipline.
4+ years of experience in trade processing, reconciliation, settlement or related operations.
Working knowledge of MS Excel and MS Access.
Location: Pune, India.
Experienced in financial operations related to mutual funds, capital markets, banking, securities, or bookkeeping.
Able to work under time-sensitive deadlines within a global team, demonstrating strong verbal and written communication skills.
Detail-oriented with strong problem-solving and analytical capabilities in a fast-paced, dynamic environment.