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Tier-1 employer, generic associate operations role in Mumbai with broad requirements, high applicant density.
Requires fund administration and AML knowledge, limiting transferability across industries.
Minimum one year and fund/transfer-agency experience preferred but few technical filters.
Responsible for creating or amending shareholder database in Transfer Agency (TA) system.
Process investor transactions such as subscriptions, redemptions, transfers, and switches ensuring compliance with procedures and regulations.
Support client services by responding to queries, maintaining investor records, preparing reports, and assisting with AML and compliance duties.
Work Experience: Approximately 1 year in transfer agency, fund administration, or financial services preferred.
Education: Bachelor’s degree in Business, Finance, Economics, or related field preferred.
Location: Preferable location Mumbai, ready to work any shift including night shifts.
Technical Skills: Proficient in Microsoft Office (Excel, Word, Outlook); experience with fund administration or transfer agency systems is an advantage.
Experience in transfer agency operations or fund administration within financial services.
Ability to manage transaction processing with high accuracy and adherence to compliance standards.
Comfortable working flexible shifts including nights, with good communication skills for client interaction.