Senior Associate KPO
Publication Date:
Dec 10, 2025
Ref. No:
540017
Location:
Mumbai, IN
Position Details:
Job Title: Senior Associate (GCM 3)
Process: Transfer Agency
Work Setup: Work from Office
Qualification: Bachelor’s degree in finance, Business Administration, Accounting, or a related field.
Job Description:
Knowledge of Transfer Agency which includes the function like Dealing, Registration, Indexing etc.
Roles and Responsibilities:
- Good Knowledge of financial product like Mutual funds, Pension product etc
- Effective communication skills, both written and verbal
- Excellent working knowledge of Microsoft applications (e.g., Word, Excel, Outlook)
- Ability to work to tight deadlines and follow process.
- Provide Coaching / Training to team member/members as appropriate and according to the specific needs of the individual and the group.
- Advanced problem-solving skills and demonstrated ability to take initiative and critically analyse processes and procedures to identify areas for improvement, implement best practices and improved efficiency
- Strong attention to detail and organizational skills; ability to multi-task; self-motivated and team-oriented professional
- Customer focused with the ability to collaborate with others to achieve desired outcomes
- Demonstrates good teamwork ethic, showing willingness to assist peers and take on additional tasks
- Takes ownership of role, responsibilities, and impact on the wider team
- Basic understanding of relevant industry knowledge and commercial impacts
- Accurately process, record, review and complete various administrative operations in a timely manner including but not limited, Placing Dealing, Open Accounts of Clients, Update/Amend Client’s personal information on the account
- Participate as a positive member of the team and maintain good working relationships with colleagues, including cooperating with others to achieve the team’s goals, providing support and assisting other teams across the business as required