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Transfer Pricing Manager
2 months ago
Manage all Transfer processes efficiently and accurately via both electronic and paper processing.-
Ensuring all Transfer processes meet regulatory and industry standards.-
Liaise with other Operational Teams in order to complete tasks and resolve any issues.-
Assist other team members with issues as and when required.-
Review and enhance operational processes on a regular basis.-
Maintain and create Transfer procedures.-
Interact with clients on a weekly basis.-
Actively manage and reduce any outstanding client queries and issues.-
Monitor and action Fund Manager Reports on a daily basis.-
Work closely with Business Risk Champions and Senior Officers to identify and manage operational risk.Specific Role Responsibilities:-
To transfer platform holdings in and out custody on a daily basis.-
Issuing Stock Transfer Forms to Fund Managers.-
Working with Electronic Transfer Solutions for Re-Registration.-
Ensure all accounts heldmreflect accurate Transfer positions.-
Ensure that all platform assets are re-registered within KPI & SLA timeframes.-
Perform investigation on Transfer in and Out requests.-
Managing Pension Cash Transfers for both manual and electronic requests.-
Agree Trade & Settlement with counterparties and submitting requests to Broker/Crest.-
Support inbound calls from Corporate Clients and Plan Managers.-
Report team MI on a daily basis.#Tradesettlement #trade #settlement #custudy #genve #transfer #transferprocess #gurgaon #