All WAYSTONE employees are expected to demonstrate our core competencies as outlined below. The role Team Leader- Transfer Agency has unique requirements and duties; however, these responsibilities are to be executed within the organization’s framework of core values. WAYSTONE expects all employees to be high performing, self-motivated, learners and leaders.

Summary: This role is for the Transfer Agency Industry based in UK and includes functions like Dealing, Registrations, Settlements, Probates, Business Admin Team and Operational Finance Team. The incumbent needs to understand Operational Finance/Cash Management processes and laws of the regions supported and perform day to day work in accordance with procedures set. Should have solid knowledge of Journal entries, receipt management, payments, DVP and CASS rules. The role needs to work in rotational shift and there would be shifts starting at 12:30 PM or later.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Acquire knowledge of Cash Management- Accounts Receivable & Payable processes
Perform daily internal control checks




Ensure all internal and external service levels and regulatory deadlines are met
Ensure Quality targets are met
Ensure all task procedures are followed by the team. On an ongoing basis, ensure all procedures are maintained and that they reflect updates brought about from internal policy or regulation changes
Develop and maintain relationships with internal teams across geographical locations.
Support the continued creation of the efficient operating model, ensuring India hub is established with appropriate controls
Respond to enquiries promptly, proactively handling issues, and striving for the highest levels of customer service
Provide a contact point and/or assistance with queries from Clients, Depositories etc and key contacts.
Identify instances of non-compliance and refer to the Managers, and the Compliance Department, and resolve them.
Maintain staff training and competence standards with regular

📌 Team Leader – Transfer Agency (Mumbai)
🏢 Waystone
📍 Mumbai