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Job Description
Structured overview of role & requirementsAbout This Role
Manage and update shareholder database in the transfer agency system.
Process investor transactions including subscriptions, redemptions, transfers, and switches ensuring compliance.
Respond to client and intermediary queries; prepare reports and assist with AML compliance and quality assurance.
Minimum Requirements
Bachelor’s degree in Business, Finance, Economics, or related field preferred.
Approximately 1 year of experience in transfer agency, fund administration, or financial services preferred.
Proficiency with Microsoft Office; experience with fund administration or transfer agency systems is advantageous.
Location preference: Mumbai; candidate must be willing to work any shift including night shifts.
Ideal Candidate Profile
Experienced in transfer agency operations or financial services with foundational knowledge of mutual funds and capital markets.
Detail-oriented with ability to manage high volumes of work accurately and efficiently.
Capable of handling client communication professionally and participating in process improvements and team-based projects.