Operational Team Member
7 days ago
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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