Posion Title: Associate
Business Funcon: Account Operaons
Department: Re¢rement and Non-Re¢rement Account Opera¢ons, including Money Movement and Account
Maintenance ac¢vi¢es.
Key Responsibili¢es
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Ensure all assigned process tasks are completed accurately and within dened ¢melines.
Respond to opera¢onal queries and provide ¢mely support to internal and external stakeholders.
Iden¢fy and escalate cri¢cal issues to Leads/Managers to ensure seamless process execu¢on.
Contribute process improvement and Lean ideas to enhance eciency, quality and client experience.
Support the crea¢on, review and maintenance of process documenta¢on, SOPs, and procedural updates.
Maintain data integrity and ensure strict adherence to process controls, KPIs, and compliance requirements.
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Take ownership of assigned work, coordinate ac¢vi¢es, and delegate tasks when required to meet business objec¢ves.
Collaborate across teams and func¢ons to iden¢fy root causes of errors, implement correc¢ve ac¢ons and drive con¢nuous improvement ini¢a¢ves.
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Monitor work queues and ensure adherence to service levels, produc¢vity targets, and quality standards.
Demonstrate accountability, professionalism and a customer-focused approach in all opera¢onal ac¢vi¢es.
Required Qualica¢ons (Must Have)
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Experience in Financial Services with exposure to Money Movement and Account Maintenance processes.
Strong analy¢cal, problem-solving and communica¢on skills.
Ability to work eec¢vely in deadline-driven environment.
Preferred Qualica¢ons (Good to Have)
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Knowledge of Financial Markets and Investment products.
Prociency in Microso¢ Oce applica¢ons - Including Word, Excel, and PowerPoint.
Key Skills & Competencies
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Hands-on experience with AI and produc¢vity tools such as Microso¢ Copilot, ChatGPT, and other AI-
enabled analy¢cal pla¢orms to improve opera¢onal eciency and decision-making.
Cer¢ca¢on or training in Ar¢cial Intelligence (AI), Genera¢ve AI, Data Analy¢cs, or related technologies will be an added advantage.
Solid communica¢on skills, with the ability to interact eec¢vely with internal stakeholders, clients, and cross-func¢onal teams.
AI-First problem-solving mindset, leveraging automa¢on and AI-driven solu¢ons to enhance processes,
produc¢vity, and accuracy.
Transforma¢ve and growth-oriented mindset, with a passion for innova¢on, con¢nuous improvement,
and driving opera¢onal excellence.
Ability to iden¢fy opportuni¢es for process op¢miza¢on, automa¢on, and digital transforma¢on within wealth management opera¢ons.
[email protected]
📌 Associate - Wealth Management (Chennai)
🏢 Incedo
📍 Chennai