Responsibilities

- Actively participate in process training to gain subject matter expertise and proactively seek clarification when required.
- Assess client requests, refer to departmental guides, research applicable procedures, and determine appropriate processing steps.
- Follow departmental policies and procedures while completing assigned work.
- Take complete ownership and accountability for assigned work, keeping management informed of critical matters while acting in the client's best interest.
- Adhere to and exceed quality, productivity, and efficiency metrics defined by the department.
- Continuously learn from feedback and apply improvements to enhance quality and reduce errors.
- Upskill on newer work types as scheduled and embrace ongoing development opportunities.
- Work collaboratively with team members, management, trainers, coordinators, and onshore partners.
- Contribute constructively to team goals, daily MDIs, process improvement initiatives, and departmental projects.
- Actively participate in team and department initiatives and support a culture of continuous improvement.

What we look for

- Basic understanding of the mutual fund industry and mutual fund terminology is a plus.
- Financial services knowledge good to have.




- Work experience/knowledge in customer service workplace is added advantage

Skills

- Strong communication skills.
- Ability to grasp new concepts quickly and take ownership of self-development.
- Ability to make quick decisions, establish priorities, and focus on detailed information under pressure.
- Strong reasoning and problem-solving skills.
- Ability to work effectively in a team environment with minimal supervision.
- Ability to manage multiple priorities and deliver high-quality work within established deadlines.
- Proficiency with keyboarding and computer fundamentals in a Windows environment.
- Basic mathematical skills.

Academic Requirements

- MBA Finance
- 50% or equivalent CGPA/CQPI throughout 10th, 12th or Diploma, UG course

Job Type

- Full Time

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

📌 NATA Trainee (Hyderabad)
🏢 Invesco
📍 Hyderabad