Avp-transfer Agency-dealing

2 months ago


Mumbai, India Apex Group Full time

AVP-Transfer Agency-Dealing

Location: Mumbai, India
Date Posted: Mar 30, 2023

**Description**

Transfer Agency Trade Processing Team

Business
- Dealing

Role Title
- Associate/ Senior Associate/ AVP

Location Pune/ Bangalore

**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 businesses
- 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
- 2-8 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
- 2-8 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

**Career with Apex**
- A genuinely unique opportunity to be part of an expanding large global business
- Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

**Additional information**

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

**Website



  • Mumbai, India LRI Invest S.A. Full time

    Location: Mumbai, India Date Posted: Mar 30, 2023 **Description** Transfer Agency Trade Processing Team Business - Dealing Role Title - Associate/ Senior Associate/ AVP Location Pune/ Bangalore The Transfer Agency Department provides Fund Administration service to numerous Fund management companies covering the full range of shareholder servicing...


  • Navi Mumbai, Maharashtra, India Apex Group Full time

    DescriptionAre you experienced in transfer agency processing and looking for a fresh opportunity? Apex is seeking a full-time Associate - MF Dealing for a remote investment banking role with an enticing salary and benefits package. Join a collaborative and inclusive team!The Transfer Agency Department offers Fund Administration services to various fund...


  • Navi Mumbai, India Apex Group Full time

    Description Do you have transfer agency processing experience, and are you seeking a new job? Apex is looking for a full-time Associate - MF Dealing, and the remote investment banking role comes with an attractive salary and benefits package, including the chance to join a collaborative and inclusive team. The Transfer Agency Department provides Fund...


  • Navi Mumbai, India Apex Group Full time

    Description Do you have transfer agency processing experience, and are you seeking a new job? Apex is looking for a full-time Associate - MF Dealing, and the remote investment banking role comes with an attractive salary and benefits package, including the chance to join a collaborative and inclusive team. The Transfer Agency Department provides Fund...


  • navi mumbai, India Apex Group Full time

    Description Do you have transfer agency processing experience, and are you seeking a new job? Apex is looking for a full-time Associate - MF Dealing, and the remote investment banking role comes with an attractive salary and benefits package, including the chance to join a collaborative and inclusive team.   The Transfer Agency Department provides Fund...


  • Mumbai, Maharashtra, India LRI Invest Full time

    Do you have transfer agency processing experience, and are you seeking a new job? Apex is looking for a full-time Associate - MF Dealing, and the remote investment banking role comes with an attractive salary and benefits package, including the chance to join a collaborative and inclusive team.The Transfer Agency Department provides Fund Administration...


  • Mumbai, Maharashtra, India LRI Invest Full time

    Description Do you have transfer agency processing experience, and are you seeking a new job? Apex is looking for a full-time Associate - MF Dealing, and the remote investment banking role comes with an attractive salary and benefits package, including the chance to join a collaborative and inclusive team. The Transfer Agency Department provides Fund...


  • navi mumbai, India Apex Group Full time

    Description Transfer Agency Trade Processing TeamBusiness- DealingRole Title- Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousFund management companies covering the full range of shareholder servicingfunctions including Transaction processing, Reporting, AML and...


  • Mumbai, India Apex Group Full time

    Associate -Transfer agency Location: Mumbai, India Date Posted: Mar 13, 2023 **Description** - Transfer Agency Trade Processing TeamBusiness - AML/KYCRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousfunctions including Transaction processing, Reporting, AML...

  • Transfer Agency

    2 weeks ago


    Mumbai, India Apex Group Full time

    Transfer Agency - Associate Location: Mumbai, India Date Posted: Aug 4, 2023 **Description** - Transfer Agency Trade Processing TeamBusiness - AML/KYCRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousfunctions including Transaction processing, Reporting, AML...

  • Transfer Agency

    2 months ago


    Mumbai, India Apex Group Full time

    Transfer Agency - Associate Location: Mumbai, India Date Posted: Mar 13, 2023 **Description** - Transfer Agency Payment Processing TeamBusiness - Global Payments - Transfer AgencyRole Title - Associate/ Senior AssociateLocation Pune/ Bangalore/Mumbai/HyderabadThe Transfer Agency Department provides Fund Administration service to numerousfunctions including...

  • Transfer Agency

    2 months ago


    Mumbai, India Apex Group Full time

    Transfer Agency - Associate Location: Mumbai, India Date Posted: Mar 15, 2023 **Description** - Transfer Agency Payment Processing TeamBusiness - Global Payments - Transfer AgencyRole Title - Associate/ Senior AssociateLocation Pune/ Bangalore/Mumbai/HyderabadThe Transfer Agency Department provides Fund Administration service to numerousfunctions including...

  • Transfer Agency

    2 weeks ago


    Mumbai, India Apex Group Full time

    Transfer Agency - Associate Location: Mumbai, India Date Posted: Feb 17, 2023 **Description** - Transfer Agency Payment Processing TeamBusiness - Global Payments - Transfer AgencyRole Title - Associate/ Senior AssociateLocation Pune/ Bangalore/Mumbai/HyderabadThe Transfer Agency Department provides Fund Administration service to numerousfunctions including...

  • Transfer Agency

    2 months ago


    Mumbai, India Apex Group Full time

    Transfer Agency - Associate Location: Mumbai, India Date Posted: Mar 13, 2023 **Description** - Transfer Agency Trade Processing TeamBusiness - DealingRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousfunctions including Transaction processing, Reporting, AML...


  • Mumbai, India LRI Invest S.A. Full time

    Location: Mumbai, India Date Posted: Mar 13, 2023 **Description** - Transfer Agency Trade Processing TeamBusiness - AML/KYCRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousFund management companies covering the full range of shareholder servicingfunctions...


  • Mumbai, India Apex Group Full time

    Associate -Transfer agency Location: Mumbai, India Date Posted: Mar 15, 2023 **Description** - Transfer Agency Trade Processing TeamBusiness - DealingRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousfunctions including Transaction processing, Reporting, AML...

  • Transfer Agency

    2 months ago


    Mumbai, India Apex Group Full time

    Transfer Agency - Associate Location: Mumbai, India Date Posted: Mar 15, 2023 **Description** - Transfer Agency Trade Processing TeamBusiness - DealingRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousfunctions including Transaction processing, Reporting, AML...


  • Mumbai, India Apex Group Full time

    Associate -Transfer agency Location: Mumbai, India Date Posted: Aug 4, 2023 **Description** - Transfer Agency Trade Processing TeamBusiness - DealingRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousfunctions including Transaction processing, Reporting, AML...

  • Transfer Agency

    2 weeks ago


    Mumbai, India Apex Group Full time

    Transfer Agency - Associate Location: Mumbai, India Date Posted: Feb 17, 2023 **Description** - Transfer Agency Trade Processing TeamBusiness - DealingRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousfunctions including Transaction processing, Reporting, AML...


  • Mumbai, India Apex Group Full time

    Associate -Transfer agency Location: Mumbai, India Date Posted: Feb 17, 2023 **Description** - Transfer Agency Trade Processing TeamBusiness - DealingRole Title - Associate/ Senior Associate/ AVPLocation Pune/ BangaloreThe Transfer Agency Department provides Fund Administration service to numerousfunctions including Transaction processing, Reporting, AML...