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Tier-1 brand, mid-level generalist fund-operations role in Chennai increases applicant competition.
High because mutual fund transfer agency and AML knowledge are industry-specific and less transferable.
Moderate due to explicit 1–3 years and domain experience requirement without strict certifications.
Manage and update shareholder database in Transfer Agency system, ensuring accuracy of investor transactions such as subscriptions, redemptions, transfers, and switches.
Provide client servicing by responding to investor and intermediary queries via email, phone, or written correspondence.
Assist with AML compliance, prepare reports, support quality assurance, and contribute to process improvements and team training.
Work Experience Required: Ideally 1-3 years in transfer agency, fund administration, or financial services.
Bachelor’s degree in Business, Finance, Economics or related field preferred.
Proficient in Microsoft Office; experience with transfer agency or fund administration systems is advantageous.
Location: Preferable Chennai; ready to work any shift including night shifts.
Has foundational experience managing investor transactions within financial services, comfortable handling compliance and reporting tasks.
Possesses strong communication skills suited for client interaction and team collaboration.
Operates effectively in shift-based environments and can ensure high accuracy under workload pressure.