Job highlights

- Graduate / Postgraduate or equivalent degree
- Business requirement to set-up Client Response / TA Operations in Gift City for expansion.
- Minimum 2-3 years experience

: Liaise with the Transfer Agent and Administrator for transaction processing, fund reporting, and related operational activities.

Collaborate with Business, Transfer Agent, Administrator, IM to support new product and fund launches, including reviewing PPMs, application forms, and onboarding documents, establishing controls, and ensure smooth execution of processes.

Facilitate client onboarding with the Transfer Agent and coordinate with investors and distributors to address queries and ensure seamless integration.

Interact with prospective and existing distributors/investors across jurisdictions in compliance with fund passporting and placement agent as per IFSCA regulations.

Distributor onboarding, empanelment agreements, commission structures for new distributors, adhering to laws applicable for onboarding new distributors as per their jurisdiction.

Facilitating various requirements / reports / MIS from distributors / Internal / Regulator / Audits.

Coordinate with fund platforms for setting up DSP funds and ensure compliance with platform-specific requirements.

Responsible for day-to-day transaction processing and reporting in accordance with applicable IFSCA Operations policies, procedures, governing regulations.

Understanding retrocession and commission processing, reviewing structures, computation, payouts, etc. with Transfer Agent and Distributors





Managing distributor payouts, handling various brokerage requirements/data/reports/MIS from distributors / Internal teams

Co-ordination with TA, distributors, internal teams for handling queries / complaints.

Liase with Investment Managers, Directors for various approvals, Fund documentation

Projects/initiatives on system/process changes for efficient functioning of the operational processes

Knowledge required for the role:

Knowledge of Gift City Operations would be an added advantage.

Domain knowledge on Gift City operations, Transfer Agency with specific focus on operational aspects of Fund platforms, retrocessions, computation, payments

Skills required for the role:

Solid understanding of transfer agency operations, fund structures, and investor/distributor management

Logical Thinking, Positive Attitude

Good interpersonal skills and the ability to work with a team in a global/international environment.

Having focused approach towards handling critical operational activities, process oriented.

Multi-tasking able to meet deadlines

Rationale for Hire

Business requirement to set-up Client Response / TA Operations in Gift City for expansion

Addition of this resource will help to streamline the Client servicing, TA processes, focus on new enhancements / developments, improve efficiency, introduce checks and controls, risk assessment service enhancement.

Educational Qualifications

Graduate / Postgraduate or equivalent degree

Years of Experience

Minimum 2-3 years experience

Location: GIFT City

📌 Client Service - Officer (Gandhinagar)
🏢 DSP Investment Managers
📍 Gandhinagar