Operational Team Member

7 days ago


Mumbai, Maharashtra, India Beacon trusteeship limited Full time

Job Description:


As a key member of our team at Beacon Trusteeship Limited, you will be responsible for ensuring the smooth operation of our trustee services.



Responsibilities:


  • Transaction Management: Prepare and maintain Synopses for transactions and monitor events of occurrence for each new transaction.
  • Cross-Team Coordination: Coordinate with cross-functional teams (Legal, Compliance, and Accounts) to manage work-related transactions, executions, compliance, and recoveries of fees effectively.
  • Interest Payment Monitoring: Follow up with clients and authorities as per SEBI guidelines.
  • ERP Data Entry: Upload related documents, payment schedules, payment confirmations, and execution-related entries into our ERP system.
  • Execution Coordination: Arrange and coordinate executions with clients and Power of Attorney (POA) or internal signatories.
  • Invoice Clearance: Process invoice clearance for POA.
  • Share Monitoring and Fund Transfer: Monitor shares and transfer funds as required.
  • NOC Processing: Obtain NOCs for flats, redemption, part redemption, refinancing, and satisfaction.
  • Document Custody: Maintain a list of documents in custody, including stock holdings, office locations, and other places.
  • Pledge and Unpledged Shares: Manage pledge and unpledged shares.
  • Custody Letter Processing: Process custody letters.
  • CERSAI Entry: Enter data into the CERSAI site.
  • Annexure A: Process Annexure A.
  • Other Responsibilities: Perform other day-to-day work as instructed by the reporting manager.
  • Turnaround Time: Maintain turnaround times for customer requests and issues (TAT).
  • Follow-up with Clients: Follow up with clients for BENPOS, QCR, HLY, and other required data.

Location: Preferred location is Mumbai.




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