Senior Transaction Processing Executive/Officer

2 days ago

Bengaluru, Karnataka, India Cloudxtreme Full time ₹ 5,00,000 - ₹ 12,00,000 per year

Job Summary

We are looking for a detail-oriented and experienced L3 Senior Transaction Processing Executive/Officer to support our US Wealth - Brokerage Operations. This is a non-voice BPS role focused on handling Admin Solution work for a US-based wealth management client. The ideal candidate will have a strong background in capital markets operations, excellent communication, analytical skills, and the ability to work with high accuracy in a fast-paced environment.

Experience Required

  • 2 to 3 years of experience in US Wealth Management or Capital Markets operations, preferably within the Banking or Financial Services industry.
  • Hands-on experience in Cash Management and New Account is highly desirable.

Technical & Soft Skills

  • Proficient in MS Office tools: Excel, PowerPoint and professional email communication.
  • Typing speed of at least 28 WPM with 95%+ accuracy.
  • Strong client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage expectations.
  • Strong written and verbal communication skills.
  • Excellent analytical thinking and problem-solving abilities.

Process Knowledge

  • Deep understanding of Capital Market and Stock Market operations, especially the US market.
  • Expertise in Cash Management, Account Opening, and Maintenance Operations (e.g., householding, client data updates, reporting).
  • Experience in drafting emails, handling escalations, and preparing reports for internal and client use.
  • Must maintain 100% accuracy due to the financial impact of any errors.
  • Strong client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage their expectations.
  • Comfortable working in a high-compliance, detail-oriented environment.

Working Conditions

  • US Shift timings (India late evening or night shifts) – flexibility for overtime is required.
  • Work from Office only.
  • Adherence to company attendance and leave policies is mandatory.
  • Reporting to the Team Lead, with accountability to follow team and HR policies.

Educational Qualifications

  • 12+3 year education is mandatory.
  • Preferred degrees: B.Com, BBA, BBM.
  • Certifications in Stock Market or Capital Market Operations are an added advantage.
  • Engineering or Technical graduates (BE, BTech, MTech) are not eligible for this role.

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