Job Title Specialist - Financial Services Operations (S3)
Business Unit Transfer - Agency
Reports to - Team leader
Function - Registration
Span of Control NA
Location Mumbai
Shift 5PM to 7AM
GENERAL DESCRIPTION :
- Function details Maintain investor accounts and process all other instructions of the investor across the various management companies
- Underlying instrument Capital Markets, Securities, Mutual Funds.
ROLES AND RESPONSIBILITIES :
1. To handle all registration activities which include database administration in respect of clients & agents.
2. Settling the deals placed and setting up payment mandates.
3. It also includes setting up deals for regular savings and amendments thereof.
4. Processing the undelivered correspondences and appointment of agents.
5. It also involves carrying out Money Laundering checks and updating the clients status accordingly.
6. Maintain knowledge of financial and accounting concept , MS Office, applications and document Processing
JOB SPECIFICATIONS :
Qualifications :
1. B Com, B.A., B.Sc., BBA, BMS, M com
- Work experience At least 4-6 years of relevant work experience.
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