About the Opportunity

Title: Senior Associate - Fund Dealing- GPS Delivery

Department: Fund Dealing Capability

Location: Bangalore

Reports To: Team Lead/Assistant Manager

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this By working together - and supporting each other - all over the world. So, join our Fund Dealing team and feel like you're part of something bigger.

We have reorganized the core delivery teams into five different capability teams, namely- Fund Dealing & Brokerage, Transfers & Retirement, Client Account Management, Payments & Distribution and Reconciliations & Product Management. Capability teams have the skill sets persistently available to set and manage strategic direction, run and maintain the capability and to support a projected regulatory and mandatory change agenda.

The mission of the Fund Dealing team is to execute all types of trades for the retail and WI products while maintaining compliance with rigorous SLA's. This team is committed to delivering an exceptional customer experience by focusing on operational smoothness, reducing errors, and providing timely results, all aimed at fostering trust and satisfaction among clients. The team utilizes lean and six sigma methodologies and works closely with the product owner to drive overall process improvements, ensuring efficient and exceptional service delivery throughout the dealing journey.

Purpose of your role/ Primary responsibility

The role involves ensuring instructions are dealt accurately and in timely manner. The specific set of duties will depend on which department an individual joins. The individual is required to liaise with various teams across locations to ensure priority work is completed on time and any potential issues are escalated in a timely manner to the Team Leader. Along with managing the daily work, the individual would also be required to pick up additional tasks and responsibilities efficiently including projects and small scale enhancements. The individual should demonstrate a high level of commitment to customer service improvement and also showcase Fidelity values.

We are looking for highly energetic individuals who are inquisitive with a creative bent of mind and who can challenge the status quo and identify new ways of working. In turn, we would provide an environment that allows them to lead this change with sponsorship from senior management.

Additional Responsibilities

• Process customer instruction with in defined timeframe and quality parameter

• Escalate any potential issue in a timely manner and keep supervisor abreast of the situation

• Liaise with internal departments and external stakeholders to ensure priority work gets completed in time.

• Maintain confidentiality in handling client sensitive information

• Support additional activities within the team, e.g., preparation of team reports, etc.

• Apply Innovation in all spheres of work.eg Identify process improvement opportunities to develop effective business solution

• To gain regulatory knowledge and ensure knowledge is regularly updated and maintained across the team

• To understand the business problem - translate to optimum solutions and develop using configurable tools

• To understand business process and map the same using process modelling tools and concepts

• Monitoring and Support of implemented changes in production environment

• Support department projects and liaise with technical teams for optimum solutions

• Enhance team's knowledge on product and services and hold workshops on the concluded projects

• Train and guide new joiners and help them meet the BAU criterion

Experience, Skills and Qualifications Required

• Excellent communication / presentation skill both written and verbal

• Strong analytical skills with attention to detail coupled with excellent English communication skills

• Excellent knowledge of Fidelity's product and services

• Good computer skills with excellent knowledge of MS Word, Excel and Power Point

• The ability to understand complex issues, gather and analyse data into trends / results, structure problems and design solutions (essential for technical roles)

• Ability to remain highly motivated and focused towards the key performance measurements

• Adaptable to changing business needs - a team player with a flexible approach and the ability to multi-task

• Knowledge of Global financial markets (especially UK) and financial instruments, with focus on mutual funds will be an advantage