Overview
The primary objective of the Team leader is to lead a customer focused team
committed to the provision of a high-quality service achieving SLA’s. Having
strong knowledge on transfer agency/registration and capital market products.
Provide Leadership support in meeting Teams and Organisational objectives.
Manage departmental projects and build working workplace more adaptable for the
team.
Key Accountabilities and main responsibilities
Strategic Focus
This role will include the functions like Share Dealing – Share Plans
Service, Transfer Agency/Registrations, Settlements and Reconciliations. The
incumbent needs to understand the laws of the region supported and perform
day to day work in accordance to procedure set for an activity.
Responsible to manage operations of the team in a timely manner including but
not limited to, Static Data Maintenance, Placing Dealing, Open Accounts of
Clients, Update / Amend Client’s personal information, Reporting, Performing
Settlement and Reconciliation for the activity on the account.
Monitor and drive team and individual performance against agreed KPI’s
consistently
Manage team resources by ensuring availability and punctuality of team
members
Regularly review work practices/procedures to identify opportunities to
improve quality and/or productivity.
Manage escalations and seek to resolve them to the satisfaction of the
customer and client
Monitor the work of team members to ensure that the team is compliant with
legal, regulatory, policy and business requirements
Encourage an workplace of transparency and need based information sharing
within the team, by implementing regular team meetings and communication
processes
Manage the performance of team members by coaching, providing regular &
constructive feedback on performance, and completing performance management
processes within agreed timeframes
Assist other teams across the business as required
Provide career counselling and development opportu