Investor Services Team Member

13 hours ago


Bengaluru, Karnataka, India Axis Asset Management Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Team Member, IS

JOB DESCRIPTION

JOB TITLE Team Member – Investor Services

Reports to Team Manager – Investor Services

No of Direct reportees Nil

Department Operations

Position Grade Range Executive/ Assistant Manager (May vary based on experience)

JOB PU

JOB PURPOSE:

JOB PURPOSE:

· To manage customer interactions centrally received at the branches in coordination with the Registrars and various internal / External vendors

JOB ROLE :

· To manager customer interactions received by way of Calls, Walkins, Emails etc., as per the laid down SOP's and within the regulatory framework

· To manager investor /distributor relation at the branch level, create value for internal and external stakeholders.

· Efficient and Error free transaction acceptance, ensuring no deviation in KYC acceptance and processing

EDUCATIONAL QUALIFICATION & EXPERIENCE

· Graduate/ Post Graduate with 2 -3 years of related experience.

· NISM Certification is mandatory

PERSONAL ATTRIBUTES

· Good communication skills

· Ability to do multi-tasking

· Should have Positive approach

· Delivers quality service & follows customer needs


  • Investor Services

    4 weeks ago


    Bengaluru, Karnataka, India State Street Full time

    Position DescriptionThis position is within the Investor Services business unit of the State Streets Alternative Investment Services Group And is responsible for processing and quality checking of transactions and updating the registers of our clients in response to investor instructions This role requires day to day oversight and review of tasks prepared...


  • Bengaluru, Karnataka, India Finadvantage Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description - Investor ServicesThe Investor Services team is charged with providing a best-in-class service to both our clients and their investors.Primary responsibilities:Responsible for financial transaction processing (subscription, redemption, transfer, switches, redemption wire payment, distribution wire payment) and non-financial activities (new...


  • Bengaluru, Karnataka, India CSC Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Investor ServicesLocation: BangaloreWork Mode: HybridJob DescriptionOn-boarding investors after thorough review of the subscription agreements and fund documentationBooking investor transactions, subscriptions, redemptions, transfers and switches.Booking capital call/distribution and partner transfersPreparing and distributing capital call/distribution...

  • Senior Team Member

    3 weeks ago


    Bengaluru, Karnataka, India JP Morgan Chase Full time

    : Job Title Senior Team Member - Alternative Fund Services Cash Operations (AFS Cash Team) Short Description Driving impact for Private Equity & Hedge Fund clients with Global Cash Operations Posting description The AFS Cash team delivers comprehensive outsourced Fund Administration solutions for fund sponsors (General Partners) and institutional investors...

  • AIS Investor Services

    2 weeks ago


    Bengaluru, Karnataka, India State Street Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Who we are looking forAVPs interact with all levels of professionals both internally and externally.  Therefore, exceptional interpersonal and communication skills are required.  Candidates must demonstrate initiative, be able to perform well under pressure and simultaneously handle multiple assignments.  AVPs are responsible to direct the day-to-day...


  • Bengaluru, Karnataka, India Economic Transformation Council Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Type: Advisory / Membership Role (Honorary, with Investment Participation) i.e.the ETC Strategic Investors Forum (ESIF)About the Economic Transformation Council (ETC)TheEconomic Transformation Council (ETC)is a global platform committed to shaping inclusive, sustainable, and future-ready economies. Through strategic collaborations, ETC brings together...

  • AIS Investor Services

    10 hours ago


    Bengaluru, Karnataka, India State Street Full time ₹ 5,00,000 - ₹ 8,00,000 per year

    Who we are looking forSenior Managers who can interact with all levels of professionals both internally and externally.  Therefore, exceptional interpersonal and communication skills are required.  Candidates must demonstrate initiative, be able to perform well under pressure and simultaneously handle multiple assignments. Senior Managers are responsible...

  • AIS Investor Services

    5 hours ago


    Bengaluru, Karnataka, India State Street Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Who we are looking forSenior Managers who can interact with all levels of professionals both internally and externally. Therefore, exceptional interpersonal and communication skills are required. Candidates must demonstrate initiative, be able to perform well under pressure and simultaneously handle multiple assignments. Senior Managers are responsible to...


  • Bengaluru, Karnataka, India State Street Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Who we are looking forWe are looking for a Senior Associate reporting to an Officer. This role also requires to interacts with all levels of professionals both internally and externally. Hence a strong foundation of communication and interpersonal skills are essential.Why this role is important to usThis position is within the Investor Services business unit...


  • Bengaluru, Karnataka, India State Street Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Who we are looking forWe are looking for a Senior Associate reporting to an Officer. This role also requires to interacts with all levels of professionals both internally and externally. Hence a strong foundation of communication and interpersonal skills are essential.Why this role is important to usThis position is within the Investor Services business unit...