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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand and metro location increase competition despite niche transfer-agency specialization.
Medium — skills transferable within fund administration and custody, less so outside financial services.
High — explicit 6+ years and mandatory transfer-agency, AML/KYC, and systems experience required.
Job Description
Structured overview of role & requirementsAbout This Role
Oversee processing and compliance of investor transactions including subscriptions, redemptions, transfers, and switches.
Review and authorize daily transaction reports and reconcile discrepancies.
Lead escalation of complex investor queries, mentor junior associates, and support onboarding of new funds and clients.
Minimum Requirements
Bachelor's degree in Finance, Business, or related discipline.
Minimum 6 years experience in transfer agency operations with supervisory or senior capacity.
Strong understanding of fund structures, investor servicing, and regulatory requirements including AML/KYC.
Location preference: Mumbai; willingness to work any shift including night shift.
Ideal Candidate Profile
Experience operating in transfer agency or fund administration environments with regulatory compliance focus.
Capable of managing teams and prioritizing workflows under deadline pressure.
Proficient in transfer agency systems and familiar with AML/KYC processes.