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Senior Investor Transaction Specialist

2 weeks ago

Navi Mumbai Mumbai Mumbai City, India beBeeTransfer Full time ₹ 1,04,000 - ₹ 1,30,878
Job Title: Transfer Agency

We are seeking a highly skilled professional to fill the role of Transfer Agency Team Member. As a key member of our team, you will be responsible for overseeing various functions performed by a transfer agent. Your primary responsibility will be to manage day-to-day operations and ensure regulatory compliance related to core investor transaction processing.

  • Key Responsibilities:
  • Monitor activities such as account opening, subscriptions, redemptions, and payout processing. Ensure the Transfer Agent adheres to Service Level Agreements (SLAs).
  • Manage end-to-end processes for New Fund Offers (NFO), including ISIN creations, coordination with various teams, and investor confirmations.
  • Handle ETF order processing.
  • Coordinate with branches, sales, channel partners, and transfer agents to ensure effective reporting of transactions to the cash management and fund management teams.
  • Maintain controls on unit allotments, capital movement, and payouts. Manage fund movement between various bank accounts.
  • Review reconciliations performed by the Transfer Agent and coordinate with the Fund Administrator and Custodian. Handle various internal, inspection, and statutory audits.
  • Interface with the technology team to create and support digital platforms for investor servicing and activities.
  • Evaluate and resolve client grievances by the RTA in coordination with the client servicing team.
  • Contribute to process automation, system workflows, and enhancements to improve operational efficiency.

Required Skills and Qualifications:

  • Strong knowledge of SEBI and AMFI regulations applicable to the asset management industry, particularly regarding investor servicing, transfer agent activities, NFOs, and risk frameworks.
  • Deep knowledge of Transfer Agent (TA) operations and regulatory deliverables.
  • Good knowledge of handling ETF processing.
  • Experience in using various software and processes to integrate core systems and enhance automation.

Education:

  • Bachelor's degree in Finance, Commerce, or a related field, or equivalent experience.