Role & responsibilities
Manage the day to day processing as per the defined timelines of the LOB
Adhere to the set KRA and SLA internal and external
Knowledge of client agreed SLA as discussed in monthly huddles and awareness sessions
Become a process expert by getting trainedin criticalqueues
To be versatile with the needs of the customer and overachieve the numbers as per the need of the hour
Keep the immediate manager informed of task accomplishment, issues if any identified
Adhere to deadlines and always ensure fidelity on data submission

Skills required
Support the service team by managing and resolving client compensation-related cases, including research, validation, categorization, and communication with financial advisors. This role involves working on a newly established workflow and queue,



requiring robust analytical skills, attention to detail, adherence tocommunication,and compliance guidelines.
Experience in wealth management / broker-dealer operations
Familiarity with case routing and workflow tools
Exposure to SOP-driven environments and quality frameworks

Preferred candidate profile
Strictly US Shift Working Hours (India late evening OR Night shift) should be adaptable to do Over Time duty if required.
Punctual and adherence to attendance and Leaves
To report to Team Lead and follow the Instructions and the HR Policies as per Company

📌 Sr Transctn Procng Off Bengaluru
🏢 Mphasis
📍 Bengaluru