126 Asset Servicing Jobs - Page 3

You should have experience in Investment operations, specifically in Asset servicing role which involves setting up Assets like Mutual funds, managing NAVs, and performing hands-on Unit pricing function. You must possess Asset Servicing experience and be familiar with key tasks such as Asset set up, Income Batch Processing, Checking overnight daily process, MMF Reinvestment, and have a working knowledge of Assets, Bonds, Equities, Derivatives, Income and capital, corporate actions, and data flows. It is essential to retain knowledge and apply it in future scenarios related to Asset set up, Income Batch Processing, Checking overnight daily process, MMF Reinvestment, Unit Pricing, and Pricing. To be eligible for this position, the minimum qualification required is a Finance Graduate.,

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelors degree or equivalent experience. Any certifications a plus. 1-2+ year of experience in a financial service office is an asset, although not a prerequisite Financial/trading/banking experience or knowledge of Hedge/Mutual Funds an advantage Excellent data and alphanumeric entry skills with a high level of attention to detail and accuracy Our Benefits Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Reviewing and approving trades booked by Trade processors Coaching and supporting trade processors as required Entry of all trade activity within the global business unit, meeting established timelines Ensure high accuracy standards are maintained for the entry of trade activity Distributing correspondence to investors including confirmations, settlement advices, contract notes, statements and market value statements Assist with other related duties as required Maintain solid working knowledge of multiple systems for the processing of trades Follow fund specific instructions/variables Various shifts will be implemented in the Global Operations Support team

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelors degree or equivalent experience. Any certifications a plus. 0-1 year of experience in a financial service office is an asset, although not a prerequisite Financial/trading/banking experience or knowledge of Hedge/Mutual Funds an advantage Excellent data and alphanumeric entry skills with a high level of attention to detail and accuracy Our Benefits Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Entry of all trade activity within the global business unit, meeting established timelines Ensure high accuracy standards are maintained for the entry of trade activity Distributing correspondence to investors including confirmations, settlement advices, contract notes, statements and market value statements Assist with other related duties as required Maintain solid working knowledge of multiple systems for the processing of trades Follow fund specific instructions/variables Various shifts will be implemented in the Global Operations Support team

: Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Desired Candidate Profile: Knowledge of Syndicated Bankloan/ Private Credit / CLOs Processing experience of using Geneva as a software tool for Syndicated Bankdebt Module Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit Facilities in Geneva Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly A desire to work in an international team environment, often under pressure and with multiple stakeholder Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks

Job Requirements : 8-12 years of experience in Business Analyst and Capital Market, investment banking in asset servicing.

About The Role Skill required: Sales Operations - Retail Credit Underwriting Designation: Quality Auditing Associate Qualifications: Any Graduation Years of Experience: Experienced About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets. Looking for someone with capital market experience The Corporate Action Operations team focuses on handling claim validation and processing of payments to clients on a global perspective and reviewing corporate action events using database systems. The team is responsible for dealing with debt security issues in the US market, finding discrepancies between custody and accounting records, analyzing asset servicing and managing corporate action events like notification, data capturing, validation, and processing of mandatory corporate action events announced in the market. The team is also responsible for handling end to end processing of fixed income products like dividends, bonds, funds, and validation events. What are we looking forCommitment to quality Problem-solving skills Results orientation Strong analytical skills Written and verbal communication Roles and ResponsibilitiesIn this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts What are we looking for Commitment to quality Problem-solving skills Results orientation Strong analytical skills Written and verbal communication Roles and ResponsibilitiesIn this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

You are a strategic thinker passionate about driving solutions . You have found the right team As a US Financial Intermediary Services - Invoice Reconciliation Analyst in the U. S. Funds Client Service team, you will be responsible for conducting reconciliation, investigating exceptions, and escalating issues as appropriate. You will also be engaged with other regional counterparts and will play a key role in maintaining key operational relationships with Financial Intermediaries and direct shareholders on behalf of J. P. Morgan Funds. Job Responsibilities Reconcile over $750 million in intermediary payments. Reconcile transfer agency invoices. Test new system enhancements. Address ad-hoc queries related to systems, documentation, and client information. Ensure all policies and procedures are up to date. Implement continuous process improvements and efficiencies. Communicate clearly, concisely, and efficiently with multiple teams at any given time. Maintain client records and static data. Extract documents or system data to support internal control testing requests. Provide periodical status, control, and KPI reports for conducted work. Escalate unclear requests, issues, and errors in a timely manner. Required Qualifications, Capabilities, and Skills Graduate/Post-graduate with at least 3 years of experience. Possess prior experience in Asset Management/Asset Servicing within Client Services teams in custody/investment banking (client-facing roles). Understand the asset management business, various asset classes, and investment products. Demonstrate financial market awareness and understanding of basic financial concepts. Exhibit asset class knowledge, client service knowledge, and excel skills. Communicate excellently. You are a strategic thinker passionate about driving solutions . You have found the right team As a US Financial Intermediary Services - Invoice Reconciliation Analyst in the U. S. Funds Client Service team, you will be responsible for conducting reconciliation, investigating exceptions, and escalating issues as appropriate. You will also be engaged with other regional counterparts and will play a key role in maintaining key operational relationships with Financial Intermediaries and direct shareholders on behalf of J. P. Morgan Funds. Job Responsibilities Reconcile over $750 million in intermediary payments. Reconcile transfer agency invoices. Test new system enhancements. Address ad-hoc queries related to systems, documentation, and client information. Ensure all policies and procedures are up to date. Implement continuous process improvements and efficiencies. Communicate clearly, concisely, and efficiently with multiple teams at any given time. Maintain client records and static data. Extract documents or system data to support internal control testing requests. Provide periodical status, control, and KPI reports for conducted work. Escalate unclear requests, issues, and errors in a timely manner. Required Qualifications, Capabilities, and Skills Graduate/Post-graduate with at least 3 years of experience. Possess prior experience in Asset Management/Asset Servicing within Client Services teams in custody/investment banking (client-facing roles). Understand the asset management business, various asset classes, and investment products. Demonstrate financial market awareness and understanding of basic financial concepts. Exhibit asset class knowledge, client service knowledge, and excel skills. Communicate excellently.

As a Custody Product Delivery Manager at HSBC, you will play a crucial role in planning and executing one functionally aligned pod, supporting key client projects. Your responsibilities will include driving successful delivery through end-to-end leadership, collaboration with business partners, technology groups, external suppliers, market infrastructure, and customers. Your role will involve chairing, facilitating, and presenting updates to review overall progress during change lifecycle stages. You will proactively address risks and issues, ensuring appropriate mitigation and remedial plans while seeking endorsement from key stakeholders. Prioritizing backlogs to balance client and internal initiatives will be essential, fostering a positive, inclusive, and collaborative working environment across disciplines and teams. Your ability to promote agile ways of working, participate in client-facing discussions, manage multiple senior stakeholder groups, and identify opportunities for improvement will be key in this role. You will lead teams toward goals that contribute to the execution of the strategy and build long-term capabilities. To excel in this role, you should possess strong written and verbal communication skills in English, along with proven experience in management and leadership. Knowledge of Custody or wider Post Trade, Equities, or Fixed Income within Securities Services is ideal, along with experience in the capital market industry. Flexibility, initiative, and the ability to manage ambiguity effectively are crucial, as is the ability to work in a matrix environment and influence stakeholders. Your role will also involve strong presentation skills, autonomy in execution, and the ability to thrive in a fast-paced, dynamic environment across different groups and time zones. A sound understanding of IT infrastructure, software development, and experience with business/functional design will further enhance your success in this role. Join HSBC to make a real impact and be valued for your contributions as you help businesses thrive, economies prosper, and people realize their ambitions.,

> Job Location: Bangalore Time: 2:00 PM-11:30 PM WFO Only JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Desired Candidate Profile: Knowledge of Syndicated Bankloan/ Private Credit / CLOs Processing experience of using Geneva as a software tool for Syndicated Bankdebt Module Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit Facilities in Geneva Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly A desire to work in an international team environment, often under pressure and with multiple stakeholder

Derivative Services - Bilateral Collateral Key Responsibilities Exp-3 to 5 yrs Location - Chennai Ensure all assigned transactions and tasks are completed on time. Follow up or escalate issues as needed. Organize your work effectively and know when to raise issues to senior team members. Assist in resolving any stock or cash mismatches. Escalate unresolved problems based on established criteria such as age, value, or client importance. Take full ownership of additional tasks or projects and complete them within the agreed timelines. Handle client and stakeholder queries professionally, ensuring clear and timely communication. Adhere to internal procedures diligently and report any risks or concerns transparently. Share and support ideas that drive efficiency improvements, cost reductions, and enhanced service quality. Collaborate effectively with your team to maintain a positive and supportive work environment. Build strong working relationships with other teams, portfolio managers, dealers, and external partners to support daily operations. Skills and Behaviours Required Demonstrates a continuous willingness to learn about transaction processes. Actively participates in process improvements for daily tasks. Capable of planning workload effectively, even when priorities shift. Makes sound decisions in routine situations and seeks help for complex or unclear issues. Manages time efficiently and consistently meets deadlines. Acts as a subject matter expert and mentors junior team members. Reports any issues clearly and promptly on the same day they are discovered. Essential Knowledge & Experience Experience using the Aladdin platform. Strong attention to detail. Proficient in Microsoft Excel. Additional Useful Experience Knowledge of derivatives and collateral management. Experience in trade operations across asset classes such as equities, fixed income, FX, money markets, etc. Background in cash operations, particularly payments. Familiarity with SWIFT messaging standards. Understanding of corporate actions, including mandatory and voluntary events and income processing. Awareness of operational risks throughout the transaction and asset lifecycle. Skills Asset Servicing Transaction Management Trade Finance Operations Required Skills Asset Servicing,Transaction Management,Trade Finance Operations

Job LocationBangalore Time2:00 PM-11:30 PM WFO Only : Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Desired Candidate Profile: Knowledge of Syndicated Bankloan/ Private Credit / CLOs Processing experience of using Geneva as a software tool for Syndicated Bankdebt Module Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit Facilities in Geneva Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly A desire to work in an international team environment, often under pressure and with multiple stakeholder

This position offers a unique opportunity to leverage your intermediate to advanced subject matter expertise in asset servicing, driving process improvements and contributing to the success of our clients. Join us in transforming asset servicing with your innovative solutions and strategic insights As an Asset Servicing Analyst within our Asset Servicing team, you will be responsible for managing all corporate and income related events across all asset classes. This includes collections, announcement capture, corporate actions processing, income processing, proxy and controls, entitlement completion and payment processing, and claims management. You will also serve as a point of contact for internal communication with Middle Office and Client Service. This role provides an opportunity to leverage your intermediate to advanced subject matter expertise in asset servicing and to contribute to process improvements. Job Responsibilities Reconcile positions, payments, and process transactions to the client s account. Perform both routine and non-routine asset servicing transactions and tasks with moderate to advanced complexity by leveraging intermediate to advanced subject matter expertise. This may include diagnosing problems and providing operational or technical resolution within defined and limited autonomy. Manage customer accounts, process payments, income, or taxes, and resolve queries across multiple corporate- and income-related events. Understand the asset servicing lifecycle. Serve as the point of contact for internal communication with Middle Office and Client Service. Review peer work and offer suggestions on process improvements. Adapt to extended hours as per business requirements to meet client expectations. Work effectively under pressure and in different shifts. Required qualifications, skills and capabilities Excellent prior asset servicing services, securities lending or prime brokerage operational experience Ability to work closely with business partners and interact with all staff levels Ability to be flexible, follow tight deadlines, organize and prioritize work Experience of working on multi-stream programs Bachelor s degree required Minimum experience 5 years in Financial Services industry in custody asset servicing & fund services, markets or prime brokerage, securities lending space Extensive working knowledge of Microsoft Office products including Word, Excel (VLOOKUP), and Outlook lapse. This position offers a unique opportunity to leverage your intermediate to advanced subject matter expertise in asset servicing, driving process improvements and contributing to the success of our clients. Join us in transforming asset servicing with your innovative solutions and strategic insights As an Asset Servicing Analyst within our Asset Servicing team, you will be responsible for managing all corporate and income related events across all asset classes. This includes collections, announcement capture, corporate actions processing, income processing, proxy and controls, entitlement completion and payment processing, and claims management. You will also serve as a point of contact for internal communication with Middle Office and Client Service. This role provides an opportunity to leverage your intermediate to advanced subject matter expertise in asset servicing and to contribute to process improvements. Job Responsibilities Reconcile positions, payments, and process transactions to the client s account. Perform both routine and non-routine asset servicing transactions and tasks with moderate to advanced complexity by leveraging intermediate to advanced subject matter expertise. This may include diagnosing problems and providing operational or technical resolution within defined and limited autonomy. Manage customer accounts, process payments, income, or taxes, and resolve queries across multiple corporate- and income-related events. Understand the asset servicing lifecycle. Serve as the point of contact for internal communication with Middle Office and Client Service. Review peer work and offer suggestions on process improvements. Adapt to extended hours as per business requirements to meet client expectations. Work effectively under pressure and in different shifts. Required qualifications, skills and capabilities Excellent prior asset servicing services, securities lending or prime brokerage operational experience Ability to work closely with business partners and interact with all staff levels Ability to be flexible, follow tight deadlines, organize and prioritize work Experience of working on multi-stream programs Bachelor s degree required Minimum experience 5 years in Financial Services industry in custody asset servicing & fund services, markets or prime brokerage, securities lending space Extensive working knowledge of Microsoft Office products including Word, Excel (VLOOKUP), and Outlook lapse.

Quaestor Advisors , an affiliated entity of Arena Investors , provides return-enhancing portfolio and asset servicing for Arena and a select group of partners. Exciting Walk-In Hiring Drive at Quaestor Advisors Bengaluru! We are on the lookout for dynamic talent to join Quaestor Advisors in our Bengaluru office! This is your chance to kick-start your career with a fast-growing organization that values innovation, growth, and excellence. This individual will serve as an integral member of the Business Development team by project managing, executing, and solutioning improvements across varied marketing responsibilities including, but not limited to, the following: Ensure Salesforce software data remains current and accurate reflection of marketing pipeline inclusive of wins and all supporting data, e.g., utilizing external and internal data sources to update leads, contact details, tier rating, etc. Partner with Arena s sales professionals to enhance their outreach and marketing efforts. Create and facilitate ongoing production of metrics which capture marketing efforts and depict pipeline health. Project manage and assist with production of ad hoc and recurring reporting for clients. Liaise with relevant internal stakeholders to facilitate posting of data and content on internal and external forums. The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence w

Quaestor Advisors , an affiliated entity of Arena Investors , provides return-enhancing portfolio and asset servicing for Arena and a select group of partners. Exciting Walk-In Hiring Drive at Quaestor Advisors Bengaluru! We are on the lookout for dynamic talent to join Quaestor Advisors in our Bengaluru office! This is your chance to kick-start your career with a fast-growing organization that values innovation, growth, and excellence. Maintain Accounts Receivable master roll forward with expenses, cash receipts, and accurate customer coding Reconcile monthly to general ledger & expense schedules to ensure accurate reporting of customer receivables Assist with billing and collections processes and coordinate with Operations, Asset Management, & Accounting to ensure timely recovery to the management company Retrieve daily cash activity from banking system and liaise with Treasury Accountant to book in NetSuite Research and resolve ad hoc queries related to customer outstanding balances Process cash transfers in wire system related to Accounts Receivable transactions Prepare monthly accounts receivable aging reports for management Identify and implement process improvements for efficiency and accuracy. The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence w

Quaestor Advisors , an affiliated entity of Arena Investors , provides return-enhancing portfolio and asset servicing for Arena and a select group of partners. Exciting Walk-In Hiring Drive at Quaestor Advisors Bengaluru! We are on the lookout for dynamic talent to join Quaestor Advisors in our Bengaluru office! This is your chance to kick-start your career with a fast-growing organization that values innovation, growth, and excellence. Assist in the monthly close process of the firm s funds, separately managed accounts, and finance companies: Prepare and review management fee calculations, incentive fee calculations, and capital roll forwards along with reconciliations from the fund administrator Review fund level waterfall allocations. Prepare and review requisite journal entries Assist in quarterly unaudited and annual audited financial statement preparation, in coordination with fund administrator Assist in preparation of quarterly board packages and reporting, public filings, and investor reporting The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence w

Quaestor Advisors , an affiliated entity of Arena Investors , provides return-enhancing portfolio and asset servicing for Arena and a select group of partners. Exciting Walk-In Hiring Drive at Quaestor Advisors Bengaluru! We are on the lookout for dynamic talent to join Quaestor Advisors in our Bengaluru office! This is your chance to kick-start your career with a fast-growing organization that values innovation, growth, and excellence. Support the Asset Management team, focused on portfolio account surveillance, monitoring, reporting and valuation Conduct comprehensive financial analysis and research of prospect and portfolio companies, in addition to the industries they participate in Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and perform sector analysis to understand a given firm s competitive position Generate detailed financial models, including those for projections, covenant sensitivity analysis, duration and IRR calculations, amongst others Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence w

Quaestor Advisors , an affiliated entity of Arena Investors , provides return-enhancing portfolio and asset servicing for Arena and a select group of partners. Exciting Walk-In Hiring Drive at Quaestor Advisors Bengaluru! We are on the lookout for dynamic talent to join Quaestor Advisors in our Bengaluru office! This is your chance to kick-start your career with a fast-growing organization that values innovation, growth, and excellence. Maintain full cycle accounts payable functions, expense allocations, and wire processing Complete invoice wire payments and control expenses by receiving, processing, verifying, and reconciling invoices Oversee allocation of invoices/expenses to the various funds and other inter-company entities in line with the expense allocation policy, SEC guidance, and fund governing documents Coordinate and communicate with vendors for payment updates and billing details Liaise with colleagues In Accounts Receivable, Accounting, & Asset Management to ensure accurate cost allocations Manage vendor database and all required vendor information and documents Monitor and review all employee expense reports and monthly credit card reconciliations Manage the processing and workflow approvals of expense reimbursements to the management company from each fund vehicle The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence w

Quaestor Advisors , an affiliated entity of Arena Investors , provides return-enhancing portfolio and asset servicing for Arena and a select group of partners. Exciting Walk-In Hiring Drive at Quaestor Advisors Bengaluru! We are on the lookout for dynamic talent to join Quaestor Advisors in our Bengaluru office! This is your chance to kick-start your career with a fast-growing organization that values innovation, growth, and excellence. Develop financial models and perform data / investment analysis. Research new deal opportunities. Perform relative value analysis. Collate and distill large sets of disparate data into actionable insights for the investment team. Create bespoke financial models and complete detailed financial analysis of potential investment opportunities. The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence w

This position offers a unique opportunity to leverage your intermediate to advanced subject matter expertise in asset servicing, driving process improvements and contributing to the success of our clients. Join us in transforming asset servicing with your innovative solutions and strategic insights As an Asset Servicing Associate within our Asset Servicing team, you will be responsible for managing all corporate and income related events across all asset classes. This includes collections, announcement capture, corporate actions processing, income processing, proxy and controls, entitlement completion and payment processing, and claims management. You will also serve as a point of contact for internal communication with Middle Office and Client Service. This role provides an opportunity to leverage your intermediate to advanced subject matter expertise in asset servicing and to contribute to process improvements. Job Responsibilities Reconcile positions, payments, and process transactions to the client s account. Perform both routine and non-routine asset servicing transactions and tasks with moderate to advanced complexity by leveraging intermediate to advanced subject matter expertise. This may include diagnosing problems and providing operational or technical resolution within defined and limited autonomy. Manage customer accounts, process payments, income, or taxes, and resolve queries across multiple corporate- and income-related events. Understand the asset servicing lifecycle. Serve as the point of contact for internal communication with Middle Office and Client Service. Review peer work and offer suggestions on process improvements. Adapt to extended hours as per business requirements to meet client expectations. Work effectively under pressure and in different shifts. Required qualifications, skills and capabilities Excellent prior asset servicing services, securities lending or prime brokerage operational experience Ability to work closely with business partners and interact with all staff levels Ability to be flexible, follow tight deadlines, organize and prioritize work Experience of working on multi-stream programs Bachelor s degree required Minimum experience 7 years in Financial Services industry in custody asset servicing & fund services, markets or prime brokerage, securities lending space Extensive working knowledge of Microsoft Office products including Word, Excel (VLOOKUP), and Outlook lapse. This position offers a unique opportunity to leverage your intermediate to advanced subject matter expertise in asset servicing, driving process improvements and contributing to the success of our clients. Join us in transforming asset servicing with your innovative solutions and strategic insights As an Asset Servicing Associate within our Asset Servicing team, you will be responsible for managing all corporate and income related events across all asset classes. This includes collections, announcement capture, corporate actions processing, income processing, proxy and controls, entitlement completion and payment processing, and claims management. You will also serve as a point of contact for internal communication with Middle Office and Client Service. This role provides an opportunity to leverage your intermediate to advanced subject matter expertise in asset servicing and to contribute to process improvements. Job Responsibilities Reconcile positions, payments, and process transactions to the client s account. Perform both routine and non-routine asset servicing transactions and tasks with moderate to advanced complexity by leveraging intermediate to advanced subject matter expertise. This may include diagnosing problems and providing operational or technical resolution within defined and limited autonomy. Manage customer accounts, process payments, income, or taxes, and resolve queries across multiple corporate- and income-related events. Understand the asset servicing lifecycle. Serve as the point of contact for internal communication with Middle Office and Client Service. Review peer work and offer suggestions on process improvements. Adapt to extended hours as per business requirements to meet client expectations. Work effectively under pressure and in different shifts. Required qualifications, skills and capabilities Excellent prior asset servicing services, securities lending or prime brokerage operational experience Ability to work closely with business partners and interact with all staff levels Ability to be flexible, follow tight deadlines, organize and prioritize work Experience of working on multi-stream programs Bachelor s degree required Minimum experience 7 years in Financial Services industry in custody asset servicing & fund services, markets or prime brokerage, securities lending space Extensive working knowledge of Microsoft Office products including Word, Excel (VLOOKUP), and Outlook lapse.

Step into a transformative role as an Asset Servicing Asset Manager I within our dynamic IMOS product and service offering team. Here, you will be at the forefront of driving excellence and innovation in managing Income and Corporate Actions operations. As an Asset Servicing Asset Manager I within the IMOS product and service offering team, you will play a pivotal role in driving excellence and innovation in managing Income and Corporate Actions operations. Your expertise will be instrumental in overseeing ongoing remediation activities, ensuring seamless and efficient processes that enhance our service delivery. Join us in shaping the future of asset servicing, where your contributions will make a significant impact on our clients success and satisfaction. As an Asset Servicing Asset Manager I within the IMOS product and service offering team, you will be tasked with the responsibility of managing Income and Corporate Actions operations, as well as overseeing ongoing remediation activities. Job Responsibilities Manage day-to-day operations of all Asset Servicing Income and Corporate Actions processes. Set up daily accruals in the asset servicing systems and ensure timely settlement is performed on a daily basis in a controlled manner. Identify and repair exceptions to ensure timely projection of income accruals and settlement in the client s liquidity portfolio, the Investment Book of Record. Perform control checks and verifications to ensure any missing accruals are set up timely. Understand the regulatory requirements by working with Risk & Control, Compliance, Industry (ISDA/Equities industry groups/DTCC, etc. ), and internal stakeholders. Diligently follow the end-to-end control processes. Recommend process and system enhancements. Deliver a successfully controlled environment of Asset Servicing. Ensure all controls and checks are completed by the end of the day. Required qualifications, skills and capabilities Good understanding of IB products, including but not limited to Income and Corporate Actions, Trades, Reconciliations Good understanding of market regulations and nuances Good business analysis skills to drill down the complex asset servicing events for multiple jurisdictions Good problem solving skills in order to identify, understand, and address operational and technical issues Good communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including Senior Business executives Control mindset to identify process control gaps, prioritize, and mitigate operational risk 6+ years of experience with investment banking environment is a must in Middle Office / Trade Support Bachelor s degree Step into a transformative role as an Asset Servicing Asset Manager I within our dynamic IMOS product and service offering team. Here, you will be at the forefront of driving excellence and innovation in managing Income and Corporate Actions operations. As an Asset Servicing Asset Manager I within the IMOS product and service offering team, you will play a pivotal role in driving excellence and innovation in managing Income and Corporate Actions operations. Your expertise will be instrumental in overseeing ongoing remediation activities, ensuring seamless and efficient processes that enhance our service delivery. Join us in shaping the future of asset servicing, where your contributions will make a significant impact on our clients success and satisfaction. As an Asset Servicing Asset Manager I within the IMOS product and service offering team, you will be tasked with the responsibility of managing Income and Corporate Actions operations, as well as overseeing ongoing remediation activities. Job Responsibilities Manage day-to-day operations of all Asset Servicing Income and Corporate Actions processes. Set up daily accruals in the asset servicing systems and ensure timely settlement is performed on a daily basis in a controlled manner. Identify and repair exceptions to ensure timely projection of income accruals and settlement in the client s liquidity portfolio, the Investment Book of Record. Perform control checks and verifications to ensure any missing accruals are set up timely. Understand the regulatory requirements by working with Risk & Control, Compliance, Industry (ISDA/Equities industry groups/DTCC, etc. ), and internal stakeholders. Diligently follow the end-to-end control processes. Recommend process and system enhancements. Deliver a successfully controlled environment of Asset Servicing. Ensure all controls and checks are completed by the end of the day. Required qualifications, skills and capabilities Good understanding of IB products, including but not limited to Income and Corporate Actions, Trades, Reconciliations Good understanding of market regulations and nuances Good business analysis skills to drill down the complex asset servicing events for multiple jurisdictions Good problem solving skills in order to identify, understand, and address operational and technical issues Good communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including Senior Business executives Control mindset to identify process control gaps, prioritize, and mitigate operational risk 6+ years of experience with investment banking environment is a must in Middle Office / Trade Support Bachelor s degree

Trade Operations - Securities and Repo Key Responsibilities Exp-2 to 4yrs Location-Chennai Ensure all assigned transactions and tasks are completed on time; follow up or escalate where necessary. Organize and prioritize your workload efficiently, raising concerns to senior team members when required. Investigate and resolve stock or cash mismatches; escalate unresolved issues based on criteria such as age, value, or client sensitivity. Take ownership of additional tasks or assigned projects and complete them within agreed timelines. Respond to client and stakeholder queries in a clear, timely, and professional manner. Follow internal policies and procedures accurately; report risks or concerns with integrity. Share and support ideas for continuous improvement in efficiency, cost savings, risk reduction, or service quality. Contribute positively to a collaborative, supportive team environment. Develop and maintain strong relationships with internal teams, portfolio managers, dealers, and external partners to support seamless daily operations. Skills and Behaviours Required Proactively seek to deepen your knowledge of transaction processes. Contribute to process improvements and challenge inefficiencies. Effectively manage your workload even when priorities shift. Make sound decisions in day-to-day operations; escalate where complexity exists. Demonstrate strong time management and deadline adherence. Act as a mentor and knowledge resource for junior colleagues. Clearly report and escalate any issues on the same day they are identified. Essential Knowledge & Experience Experience using the Aladdin platform. High level of attention to detail. Proficient in Microsoft Excel. Additional Useful Experience Working knowledge of derivatives and collateral management. Experience in trade operations across various asset types (e.g., equities, fixed income, FX, money markets). Background in payment processing and cash operations. Familiarity with SWIFT messaging standards. Understanding of corporate actions, including mandatory and voluntary events, and income processing. Awareness of operational risks across the transaction and asset servicing lifecycle. Core Skills Asset Servicing | Transaction Management | Trade Finance Operations Required Skills Asset Servicing,Transaction Management,Trade Finance Operations

Voice & Data Associate - Asset Servicing Role Proficiency A Voice Associate should, under very minimal guidance, be able to: Handle customer support calls efficiently and effectively. Follow defined SOPs to resolve or escalate issues appropriately within SLA timelines. A Data Associate should, under very minimal guidance, be able to: Process assigned transactions efficiently and accurately. Maintain high standards of output quality and data accuracy in line with SLAs. Key Responsibilities & Outcomes Service Delivery Ensure 100% adherence to SLAs related to quality, productivity, and schedule. Process customer transactions or handle voice calls as per SOP. Stay up to date on client process/product changes and ensure full compliance. Provide guidance to new team members to accelerate their process readiness. Take ownership of higher complexity tasks with minimal supervision. Recommend and support automation and process optimization initiatives. Process Adherence Follow all organization and customer-defined processes. Adhere to policies, ethical standards, and business conduct guidelines. Consult with mentors when in doubt to ensure alignment with standards. Quality & Reporting Perform quality control checks as required. Report daily task completion, prepare transaction summaries, and update dashboards. Maintain error-free records and compliance with project-level reporting formats. Issue Resolution Analyze, resolve, and document issues and incidents independently. Collaborate with supervisors or QA to ensure efficiency and productivity. Escalate unresolved or high-impact issues per escalation matrix. Productivity & Efficiency Complete all assigned tasks with zero/minimal errors. Take actionable steps from feedback and coaching to improve performance. Track progress of support requests and provide timely updates to stakeholders. Collaboration & Communication Work closely with other delivery towers to ensure SLA-compliant issue resolution. Document and share learnings for individual and team growth. Communicate status updates clearly to internal teams and stakeholders. Training & Mentorship Complete all mandatory and need-based training on time. Provide on-floor support and 1:1 mentorship for new joiners. Help new members understand the customer environment and processes. Knowledge Management Utilize documentation tools, SharePoint, and client knowledge repositories. Share knowledge and support continuous improvement initiatives. Measures of Success (KPIs) 100% adherence to SLA (quality, timeliness, and productivity) Zero client escalations Timely resolution of issues and incidents Completion of all training requirements on time Production readiness of new team members within defined timelines Number of quality outputs, tasks completed, and issues fixed Adherence to defined SOPs and compliance policies Expected Outputs AreaOutput Description Data Processing Accurately process assigned transactions per SOPs. Voice Handling Take customer calls, resolve issues, complete after-call work. Production Independently handle complex calls/transactions. Quality Control Review transactions of peers and ensure process accuracy. Reporting Create reports, maintain trackers, enter data into systems, report status updates. Issue Resolution Identify, troubleshoot, and solve issues; escalate per guidelines when required. Mentoring Train and support new joiners; foster early team readiness. Collaboration Engage with team members and cross-functional units to ensure process success. Skills & Competencies Technical Skills Typing speed of 15 WPM with 80% accuracy Proficient in MS Word and Excel Familiarity with Aladdin and tools such as SWIFT Experience in data entry, reporting, and document handling Core Competencies Customer Focus: Dedicated to prompt and quality service Attention to Detail: Ensures SOPs are followed without error Teamwork: Cooperates and contributes positively within the team Communication: Voice: Accent-neutral, clear articulation, good grammar Data: Clear written communication with appropriate tone Analytical Thinking: Understands the broader implications of data and issues Decision-Making: Makes rule-based judgments under guidance Learning Agility: Willingness to learn new skills and domains Knowledge Requirements Domain Knowledge Familiarity with industry-specific domains such as: Banking , Investment , F&A , Retail , Healthcare , Customer Support Good understanding of customer infrastructure and how to correlate process failures Knowledge of trade operations across: Equities , Fixed Income , FX , Money Markets Awareness of: Derivatives , Collateral Management , Cash Operations , Corporate Actions Working knowledge of: SWIFT Messaging , Transaction Lifecycle , Income Processing Operational Familiarity Experience with intake, work allocation, and escalation procedures Understanding of risk controls in asset servicing and transaction handling Experience 2 to 5 years of relevant experience in voice or back-office operations Prior experience in asset servicing or financial services is preferred Additional Comments - Asset Servicing Focus Key Responsibilities: Complete assigned tasks timely; escalate if delayed Resolve stock/cash discrepancies per protocol Handle client and internal queries professionally Escalate risks or unresolved issues responsibly Support process improvements and automation Skills & Behavior: Reliable in changing priorities Makes decisions confidently; seeks help when unsure Mentors juniors and ensures team success Clearly reports issues as they occur Must-Have Experience: Aladdin platform experience Attention to detail and Excel proficiency Nice-to-Have Experience: Derivatives and collateral knowledge Payments, SWIFT messaging, and corporate actions familiarity Awareness of operational risk across asset lifecycles Required Skills Asset Servicing,Transaction Management,Trade Finance Operations

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelors degree or equivalent experience. Any certifications a plus. 1-2+ year of experience in a financial service office is an asset, although not a prerequisite Financial/trading/banking experience or knowledge of Hedge/Mutual Funds an advantage Excellent data and alphanumeric entry skills with a high level of attention to detail and accuracy Our Benefits Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Reviewing and approving trades booked by Trade processors Coaching and supporting trade processors as required Entry of all trade activity within the global business unit, meeting established timelines Ensure high accuracy standards are maintained for the entry of trade activity Distributing correspondence to investors including confirmations, settlement advices, contract notes, statements and market value statements Assist with other related duties as required Maintain solid working knowledge of multiple systems for the processing of trades Follow fund specific instructions/variables Various shifts will be implemented in the Global Operations Support team

Job LocationGurgaon and Bangalore Time2:00 PM-11:30 PM WFO Only : Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Desired Candidate Profile: Knowledge of Syndicated Bankloan/ Private Credit / CLOs Processing experience of using Geneva as a software tool for Syndicated Bank debt Module Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit Facilities in Geneva Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly A desire to work in an international team environment, often under pressure and with multiple stakeholder Reinvent your world.We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Job LocationGurgaon and Mumbai Time2:00 PM-11:30 PM WFO Only : Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Desired Candidate Profile: Knowledge of Syndicated Bankloan/ Private Credit / CLOs Processing experience of using Geneva as a software tool for Syndicated Bank debt Module Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit Facilities in Geneva Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly A desire to work in an international team environment, often under pressure and with multiple stakeholder Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed