- Candidate should have minimum 2 to 3 Years of year work experience in similar BPO field preferable from Banking and Capital Market Domain (primary preference)
- Prior experience on Asset Transferring, Mutual Funds process is required.
Technical / Non-Technical Skills:
- Excellent MS Office skills MS Excel, Power Point, Excel Macros and E Mail Drafting
- Good Typing Speed of 28 WPM with >=95% accuracy
- Excellent Communication skills – to attend Client Calls, Onshore Training etc
Process Skills:
- Valuable and sound knowledge of Stock Market and Capital Market Concepts – Primarily US stock market.
- Expert knowledge on Processing of Asset Transfer – primarily Mutual Funds. Processing High Net Value Mutual Funds, Verification, Analyzing MF documents and providing Updates to Brokerage Advisors of their requests
- Reports making, Client Escalation handling, Mail Drafting, Update sharing with Team
- Sound Analytical, Quick Learning ability, Zeal to learn new things.
- 100% Accurate work required as Errors will have financial impacts from Client and their Customer side.
- Strictly US Shift Working Hours (India Late Evening or Night Shifts) – should be flexible to do Over Time duty if requirement arises.
- Working From Office
Behavioral Skills:
- Strictly US Shift Working Hours – should be flexible to do Over Time duty if required.
- Punctual and adherence to attendance and Leaves
- To report to Team Lead and follow the Instructions and the HR Policies as per Company
Certifications Needed:
- Education: 12 + 3 Degree Education is mandatory – B Com, BBA and BBM Graduates preferred, however Candidate with valuable work experience but with other Specialization can be looked into to some extent Only.
- Additional Certification on Stock Market Subjects is added advantage.
- No Tech Graduates – BE, B Tech, M Tech