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
Robust communication skills.
Ability to grasp recent 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 workplace.
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