Transfer Agency, Associate 2
State Street Corporation (company site, opens in a new tab)MumbaiOn-siteDirect career pageEst. 5–8 LPA
Posted 13h ago
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Job description
Structured overview of role & requirements
About This Role
- Handle daily investor transactions including subscriptions, redemptions, transfers, and switches with accuracy and timeliness.
- Respond promptly to investor queries via phone and email, resolving issues and providing necessary information.
- Maintain and update investor records, ensure AML compliance, and prepare periodic/ad-hoc reports for clients and regulators.
Minimum Requirements
- Graduation in Commerce is required.
- Proficiency in MS Office (including Excel) is mandatory.
- Location preference: Mumbai; willing to work any shift including night shifts.
- Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Demonstrates good domain knowledge of mutual funds and capital markets (preferred but not mandatory).
- Effective verbal and written communication skills to handle client interactions.
- Capable of performing due diligence, AML checks, and collaborating cross-functionally with Fund Accounting, Compliance, and Legal teams.