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Analyst - Transfer Agency / pune / 2025
Apex group
Key duties and responsibilities
• Processing of Financial & Non-Financial transactions through internal systems as
per regulatory and client requirement
• Identify and resolve problems within the defined procedures.
• Complete archiving of investor and client documentation ensuring a full audit
trail exists for subsequent retrieval
• Expected to work on initiatives/Ad-hoc requirements as per business needs.
• Should be able to work independently but also need to be a good team player.
• Should be able to identify process gaps & need to work as a trouble shoot.
• Ability to support, guide & train other team members.
• Should have the ability to understand & handle complex queries
• Strong domain knowledge is essential & understanding of TA business.es
• Well versed with preparation and review of SOPs/Process flow charts
• Able to identify & implement various process control
• Provide innovative ideas for process enhancements
• Should have a good understanding of regulatory and audit requirements to
ensure all the requirements are fulfilled
• Ability to prioritize multiple tasks by utilizing effective time management skills.
Qualification and Experience
• Prior Transfer Agency processing experience is required
• Bachelor’s Degree in Commerce is desires
• 1-5 years of relevant experience
Skills Required
• Strong analytical skills
• Responsible for meeting all client deliverables
• Ability to navigate proficiently in a windows environment
• Strong knowledge of Microsoft excel & word
• Ability to write messages in a clear and concise manner
• Ability to read, write & speak English proficiently
• Strong research, resolution and communication skills
• Interpersonal skills - Relationship builder, respectful and resolves problems
• Communication skills - Presentation skills, listening skills, oral & written
communication skills
• Self-management - Adaptability and resilience, learning behaviour, integrity
and ethics and relationship builder
• Motivational skills - Performance standards, achieving results and persistent.
• Innovative thinking - Creative thinking decision making, input seeking, logical
thinking and solution finding. Attention to detail and ability to work on
multiple tasks.
• Flexible enough to work in any shifts as per business needs
• Prior Transfer Agency processing experience is required.
• Bachelor’s degree in commerce is desires. desirable
• 1-5 years of relevant experience
• Ability to work under pressure and should be able to handle multiple
projects.
• A good understanding of effective risk management & it’s execution.
• Effective verbal reasoning and numeric skills
• Excellent planning and organization skills
• The candidate should be able to understand the intricacies of TA business &
it’s impact on other related functions.
Vacancies & Eligibility Criteria:
Post | Vacancy | Age | Qualification | Pay |
---|---|---|---|---|
Analyst - Transfer Agency | Bachelor’s Degree in Commerce | as per norms |
Apply Mode:
How To Apply:
Important Link | |
---|---|
Apply here | Click Here |
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