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Mid-level generalist operations role in metro Hyderabad with a known employer, raising applicant competition.
Requires broker-dealer or financial services operations experience, limiting cross-industry transferability.
Explicit 3–5 years requirement plus finance operations and case-management experience increases shortlisting rigidity.
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Manage technology access requests for financial advisors and administrative users from onboarding to termination using MS Dynamics case management system.
Conduct detailed case investigations to resolve access issues, ensuring accurate provisioning, de-provisioning, and compliance with SLAs and audit standards.
Collaborate with internal and external stakeholders, provide professional communication, and contribute to process improvements and documentation upkeep.
Bachelor’s degree in Finance, Commerce, Business Administration, or related field.
3–5 years of experience in financial services, operations, or case management.
Proficiency with case management systems and tools (MS Dynamics preferred) and strong Microsoft Excel skills.
Work Experience Required: 3–5 years in financial services, operations, or case management.
Experienced in broker-dealer operations or wealth management is preferred to understand financial transactions and commission structures.
Skilled in managing multiple cases with strong research, analytical, and problem-solving abilities in fast-paced environments.
Effective in stakeholder management with excellent written communication, particularly via email, and comfortable working under SOP-driven and quality-controlled operational processes.