Senior Financial Services Specialist

2 days ago

Vijayawada, Andhra Pradesh, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 15,00,000
Senior Process Executive/Process Specialist Role

This position involves overseeing the review and validation of incoming and outgoing documents to ensure compliance with established quality standards, regulatory requirements, and internal processes.

  • Document Review: Verify that all documents are accurate, complete, and meet relevant standards and legal requirements.

Key Responsibilities:

  • Account Creation and Setup: Ensure that all accounts are created accurately and in compliance with policies, procedures, and regulations for the following activities:
    • Account Setup: Oversee the end-to-end process of account creation, ensuring all necessary documents and information are collected, verified, and input correctly into the system.
    • Documentation Review: Ensure that all account-related documents (such as forms, identification, and agreements) are complete, accurate, and in compliance with internal and regulatory requirements.
  • Account Maintenance: Manage the ongoing maintenance of shareholder accounts, ensuring that all account details are accurate and up-to-date for the following activities:
    • Account Updates: Perform regular updates and changes to customer accounts, including personal information, contact details, account preferences, and service selections.
    • Error Resolution: Identify and resolve discrepancies or issues in account data, ensuring that all information is entered accurately in to the account management systems and aligned with internal records.

Purchase Transaction Processing: Accurately process purchase transactions, ensuring that all purchase requests and related documentation are handled in compliance with internal policies and agreements for the following activities:

  • Transaction Processing: Accurately process purchase transactions including purchase requests in the recordkeeping system.
  • Verification & Validation: Ensure all purchase transactions are validated for correctness, including checking for discrepancies in trade date, dollar amount, pricing, and share quantities.

Redemption Transaction Processing: Process redemption transactions related to financial products or services, ensuring that all redemptions are executed accurately, efficiently, and in compliance with internal policies and agreements and regulatory standards for the following activities:

  • Redemption Processing: Accurately process redemption requests for financial products, ensuring timely and correct execution according to policies.
  • Verification and Validation: Review redemption requests for completeness, ensuring all required documentation, forms, and information are provided and compliant with internal policies and regulatory requirements.

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