L 3 level Senior Transaction Processing Executive/Officer – to process the Capital Market – Brokerage process documents for a Non-Voice BPS account (US Client).
Technical Skills:
Excellent MS Office skills – MS Excel, Power Point, Excel Macros and E Mail Drafting & data analysis.
Good Typing Speed of 28 WPM with >=95% accuracy
Excellent Communication skills – to attend Client Calls, Onshore Training etc
Understanding of financial transactions / compensation structures (preferred)
Process Skills:
The Senior Transaction Processing Executive/Officer will 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 solid analytical skills, attention to detail, adherence to communication, 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
Behavioral Skills:
Strictly US Shift Working Hours (India late evening OR Night shift) – should be flexible 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
Certification:
Bachelor’s degree in finance, Business Administration, Commerce, or related field.
Additional Certification on Stock Market Subjects is added advantage.
No Engineering / Tech Graduates
Roles & 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 trained in critical queues
To be flexible with the needs of the customer and overachi
📌 Sr Transctn Procng Off (Bengaluru)
🏢 Mphasis
📍 Bengaluru
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