L 3 level Senior Transaction Processing Executive/Officer – to process the Capital Market – Brokerage process- Asset Transfer documents for a Non-Voice BPS account (US Client).
Technical Skills
Excellent MS Office skills – MS Excel, Power Point, Excel Macros and E Mail Drafting
Good Typing Speed of 28 WPM with >=95% accuracy
Excellent Communication skills – to attend Client Calls, Onshore Training etc
Process Skills
Good and sound knowledge of Capital Market Concepts – preferably US Stock Market
Expert knowledge on Processing of Asset Transfer – primarily Mutual Funds. Processing High Net Value Mutual Funds, Verification, Analyzing MF documents and providing Updates to Brokerage Advisors of their requests
Reports making, Client Escalation handling, Mail Drafting, Update sharing with Team
100% Accurate work required as Errors will have Financial impacts from Client and their Customer side.
Behavioral Skills
Strictly US Shift Working Hours – should be flexible to do Over Time duty if required.
Punctual and adherence to attendance and Leaves
To report to Team Lead and follow the Instructions and the HR Policies as per Company
Certification
Education: 12 + 3 Degree Education is mandatory – B Com, BBA and BBM Graduates preferred, however Candidate with good work experience (similar BPO field and domain) but with other Specialization will also be looked into.
Additional Certification on Stock Market Subjects is added advantage.
No Engineering / Tech Graduates
Experience Requirements
Candidate should have minimum 2 to 3 Years of year work experience in similar BPO field – preferable from Banking and Capital Market Domain (primary preference)
Prior experience on Asset Transferring, Mutual Funds process is required.
Expected Competencies
Interpersonal Effectiveness: Candidate should be a team player and demonstrate required aptitude and attitude towards work and the Team.
Service Orientation: Candidate should be Customer Centric and committed to deliver the best to Customers and the Business.
