Minimum Academic Qualifications: Graduation (B.Com./BBA/BBM/BCA) / Post Graduation (CA/M.Com./MBA/MCA/PGDM)

Experience Span: 3 to 5 years of experience in handling a team of a minimum of 20 members with experience in experience in manual brokerage or electronic brokerage platforms such as Atlantis, GMI etc. and an overall experience of 6 to 10 years

Process/Activities with Experience:

- Should have understanding of brokerage activities such as trade matching, invoice reconciliation, GMI rate update, trade affirmation on electronic platform, SSI update etc.
- Should have understanding of brokerage fee calculation and rate card review/update
- Should have working knowledge of electronic platforms such as Atlantis, GMI etc.
- Should have basic product knowledge for Fixed Income, Equity Swaps, Equity Options, FX Forward, FX Options
- Should able to communicate effectively with global counterparties and trade support groups to confirm settlement amount /resolve discrepancies & breaks
- Should have experience in either of these - LD brokerage, OTC Brokerage or electronic brokerage
- Ability to work under pressure to manage multiple deadlines & cut-offs throughout the day
- Should be able to work with teams across time-zones and cultures
- Should be organized, detail oriented, flexible, self-starter & highly motivated
- Should have hands on experience on MS Office (Basic as well as Advance)
- Should be able to work with teams across time-zones and cultures
- Should be organized, detail oriented, flexible, self-starter & highly motivated




- Should be able to act fast and decisively when dealing with critical situations – ability to read situations and act in minutes
- Should be good with numbers and ability to derive information from data and creative problem solver
- Financial Products Knowhow: Commodity swaps, Equity Swaps, Equity Options, Credit Default Swaps, IRS etc.
- - Tools/industry utilities: Preferred hands-on & understanding of Atlantis (FIA Tech), DTCC, GMI etc.

Reporting/Client Management:

- We follow a practice of managing reports & matrices within deadlines and with 100% accuracy. Understanding the requirements, data to be used & distribution list on the reports. Reporting the BAU & KRIs to senior management & client. We give utmost priority to our clients and their requirements, adhere to the requirements and follow a strict procedure of reporting

Other Requirements:

- Conceptualize, design and deliver high-quality solutions and insightful analysis on a variety of projects ranging in both complexity and scope
- Knowledge of/prior experience with offshoring processes in vendor setup and methodologies highly preferred
- Should be positive with logical and quantitative abilities




- Excellent interpersonal skills – ability to network and earn confidence of diverse Client personnel plus interaction with and management of eClerx India based operations team

Key Words - EGUS, Docs, Clearvision, GMI, Ransys, Listed Derivatives, Exchange Traded, Atlantis, ETD, ION, Execution commission, GPS, Egains

Role and Responsibility:

- Work in close co-ordination with all business owners and IT team members to analyze, design, document and implement solutions to business challenges
- Independently handle clients – establish self as a valued partner
- Independently handle all client escalations and lead mitigation steps to prevent future escalations
- Grooming SA's and APM's to manage process and risk effectively
- Set goals and targets for team and give effective feedbacks on performance
- Design innovative engagement models for effective touchpoints with clients
- Track/design KPIs & KRIs & the thresholds for settlements process, design utilization model through time and motion studies
- Build domain expertise and lead from the front
- Training, delivery management, mentoring
- Help knowledge management endeavour by sharing process knowledge and best practices within the teams minimize program dependence on self and other key member
- Should be able to work with business partners of knowledge management, talent acquisition & quality teams for an excellent compliance
- Preparing various business reports like weekly and monthly business reviews to give visibility around key metrics to clients

📌 Process Manager (Pune)
🏢 Personiv
📍 Pune