Back
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Tier-1 brand, metro location, and a generalist early-career transfer agency role increases applicant competition.
Requires fund administration and AML experience, limiting cross-industry transferability.
Explicit 1–3 years, fund administration and AML/regulatory requirements raise screening rigidity.
Own daily processing of investor transactions (subscriptions, redemptions, transfers, switches) ensuring regulatory compliance and accuracy.
Manage and update investor records and databases with high data integrity and confidentiality.
Provide client servicing by responding to inquiries and preparing periodic and ad hoc reports for internal and external stakeholders.
Work Experience Required: Ideally 1–3 years in transfer agency, fund administration, or financial services.
Education: Bachelor’s degree preferred in Business, Finance, Economics, or related field.
Technical Skills: Proficiency in Microsoft Office (Excel, Word, Outlook); experience with transfer agency or fund administration systems advantageous.
Location: Preferable location Chennai; willing to work any shift including night shifts.
Experienced in transfer agency operations with the ability to ensure compliance and maintain data accuracy under high volume.
Comfortable with client-facing responsibilities and articulation via verbal and written communication.
Capable of contributing to process improvement and mentoring junior team members within a regulated financial services environment.