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Mid-level (3–5 yrs), metro Hyderabad location, and a generalist operations role increase applicant competition.
Role requires financial-services and broker-dealer familiarity and compliance experience, reducing cross-industry transferability.
Explicit 3–5 years requirement plus regulated financial services and compliance experience makes shortlisting strict.
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Manage technology access lifecycle for advisors and administrative users, from onboarding to termination, using case management systems.
Investigate, validate, and resolve technology-related access requests, ensuring accuracy and compliance with SLAs and quality standards.
Collaborate with internal and external stakeholders to escalate complex cases, update management on progress and risks, and contribute to process improvements and automation.
Bachelor’s degree in Finance, Commerce, Business Administration, or related field.
3–5 years of experience in financial services, operations, or case management.
Experience with case management systems and Microsoft Excel proficiency.
Not explicitly mentioned: notice period or strict onsite/location requirements.
Experienced in broker-dealer operations or wealth management environments with understanding of financial transactions and compensation structures.
Comfortable working in SOP-driven, quality-controlled, fast-paced operational settings requiring accuracy and adherence to deadlines.
Skilled in handling multiple cases concurrently with strong research, analytical, communication, and stakeholder collaboration capabilities.