126 Asset Servicing Jobs - Page 4

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 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

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: A degree qualified in a business or Finance related disciple. Team player who can work well within the function to deliver a quality service. Attentive to detail, creative and innovative. Excellent communication and writing skills. Client focused. Proven interest in the financial markets and hedge fund industry. Proficient in Microsoft Office applications. Our Benefits Your well being 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: Preparing investor and client CDD files for final review by Account Manager. Requesting appropriate CDD documentation from investors in CFS (Citco Fund Services) administrated funds and from CFS clients. Maintaining an overview of complete and incomplete CDD records and ensuring action is taken to complete all CDD records. Timely follow up on pending CDD requests keeping compliance with CFSI escalation and follow up procedures. Manage maintenance and safe keeping of CDD documents and files. Liaising with internal Investor relations team on a daily basis responding to investor and client AML queries. Ensuring queries and emails are responded to in a timely and accurate manner. Clearing and/or investigating/verifying possible matches as generated by the scanning application that Citco uses to scan their client base against lists of undesirable persons. Maintaining a database of High Risk investors and ensuring the appropriate actions is taken with regards to these. Keeping informed as to present and future legislation and regulatory developments in the jurisdiction. Assisting with fund specific CDD reviews. Ensure the AML applications are consistent with the Company s AML policy and risk assessment. Escalation point for clients, investors and Citco employees on all AML/CDD queries Client management for new and existing clients. Provide information to management in respect of AML/CDD issues arising. Ensure all queries received by the team are responded to in a timely manner. Maintain delivery of a high quality service level to clients and other Citco departments ensuring all queries are dealt with in a professional manner and escalating where appropriate. Ensure a professional relationship is maintained with clients and stakeholders at all times. Managing specific projects which may arise from time to time.

Company:Kiya.ai (Permanent Payroll) Client:BNy Location: Bangalore/Chennai Job Title: Senior Associate Corporate Actions Exp: 5-7 years Work Mode: Hybrid ** Interested candidates drop your resume to saarumathi.r@kiya.ai ** Position Summary We are seeking a detail-oriented and dynamic Senior Associate to join our Global Markets (GM) Operations team within the Prime Brokerage function at BNP Paribas , Mumbai. The successful candidate will play a key role in managing corporate actions across global markets, ensuring timely and accurate processing, client servicing, and risk control. Key Responsibilities Core Operations Scrub and set up corporate action events in operating systems (e.g., Picasso). Monitor corporate actions across all reliefs and identify eligible global positions including settled, pending, and SLAB trades. Ensure accurate and timely processing of announcements, forecasts, and bookings in systems such as Calypso, Power, and Picasso. Manage election processes for voluntary events by collaborating with GM CAIT teams and coordinating instructions to agents and custodians. Reconciliation & Controls Follow up rigorously on expected proceeds at payment dates and perform validation against forecasted assumptions. Investigate and resolve breaks resulting from reconciliation mismatches in a timely and compliant manner. Stakeholder Management Act as a central point of contact and subject matter expert (SME) for corporate action operations within BNP Paribas and with external entities (custodians, counterparties). Communicate and report regularly to management on issues, updates, and process improvements. Proactively participate in team meetings and contribute to decision-making. Contributing Responsibilities Ensure full compliance with internal procedures and regulatory guidelines. Mitigate operational risks by escalating issues promptly and accurately. Drive improvements in STP (Straight Through Processing) rates by updating static data and minimizing manual intervention. Build and maintain strong relationships with traders, sales, custodians, and operational partners. Candidate Profile Technical & Behavioral Competencies Strong analytical and organizational skills with attention to detail. Proven ability to adapt to evolving processes and international environments. Solid knowledge of financial markets, products, and corporate actions lifecycle. Proficient in MS Excel; knowledge of systems like Calypso, Picasso, or similar is a plus. Core Competencies Multi-cultural mindset Client-oriented approach Risk awareness and compliance focus Strong communication and interpersonal skills Team player with a result-driven attitude Qualifications Education: Bachelor's Degree (or equivalent); additional certifications in finance are a plus. Experience: Minimum of 5 years of experience in corporate actions, asset servicing, or related capital markets operations.

Role : Associate III - Asset Servicing Location - Chennai A Voice Associate or Data Associate is expected to: Work independently to deliver customer support (voice) or process transactions (data) efficiently and accurately. Adhere to standard operating procedures (SOPs) and service-level agreements (SLAs). Address escalated issues or route them appropriately for resolution. Assist and mentor new associates and support the Lead I BPM with process and quality improvement. Key Responsibilities & Outcomes Service Delivery Ensure 100% adherence to SLAs in terms of quality, productivity, and timeliness. For Voice roles : Handle customer calls, provide resolutions, and complete after-call work accurately. For Data roles : Accurately process transactions, input/verify data, and follow SOPs. Guide and support team members in process execution and issue resolution. Perform quality audits (QA) on production tasks and assist with root cause analysis (RCA). Create and manage performance reports to track productivity and SLA compliance. Suggest and implement ideas to automate and simplify operations for increased efficiency. Issue Management Address issues directly or escalate in alignment with SOPs. Collaborate with supervisors and QA teams for resolution of complex problems. Ensure zero client escalations through proactive management. Mentoring & Training Mentor junior team members (A1 & A2 levels) and support their process onboarding. Conduct floor training and one-on-one mentorship for new joiners. Ensure timely completion of all mandatory training requirements. Support teams production readiness through ongoing guidance. Reporting & Monitoring Generate reports on SLAs, KPIs, and performance metrics. Keep all stakeholders updated with accurate and timely status updates. Monitor support requests and maintain communication with users and support teams. Compliance & Adherence Ensure 100% compliance with client-specific processes and organization-wide policies. Adhere to release management processes and SOPs. Stay up to date with any process or product updates. Collaboration & Communication Collaborate with cross-functional teams to resolve issues within SLA timelines. Maintain documentation for future reference and knowledge sharing. Communicate clearly and effectively with team members, supervisors, and clients. Measures of Success (KPIs) 100% adherence to SLA and quality benchmarks Timely resolution of client and internal queries Completion of all mandatory trainings No client escalations or non-compliance issues Timely submission of RCA, QA, and performance reports Production readiness of new hires within defined timelines Skills & Competencies Technical Skills Proficient with Windows OS, MS Office (Excel, Outlook, Word) Familiarity with tools like Aladdin, CTM, CLS, SWIFT Knowledge of global markets and transaction lifecycle Experience in trade operations across asset types: Equities, Fixed Income, FX, Money Markets Exposure to corporate actions, cash processing, and payment handling Behavioral Skills Customer Focus: Goes the extra mile to ensure customer satisfaction. Attention to Detail: Ensures accuracy and follows SOPs rigorously. Teamwork: Works collaboratively and respects peers. Communication: Clear verbal and written communication (accent-neutral for voice). Analytical Thinking: Applies logic to identify issues and solutions. Initiative: Proactively suggests improvements and automation. Additional Skills Typing Speed: Minimum 15 WPM with 80% accuracy Decision Making: Capable of making rule-based and discretionary decisions Coaching & Mentoring: Guides junior resources effectively Flexibility: Adapts to change and prioritizes work efficiently Experience & Qualifications Experience Required 37 years in Voice/Data operations, preferably in: Asset servicing Banking, investment, or financial services domains Trade operations and transaction lifecycle management Preferred Knowledge SWIFT messaging and corporate actions processing OTC derivatives and collateral management Risk identification and escalation Work allocation, intake, and quality control processes Additional Expectations Contribute to a positive team environment Suggest process improvements and cost-efficiency ideas Maintain procedural documentation and escalate gaps Actively participate in team and organizational initiatives Skills Asset Servicing, Transaction Management, Trade Finance Operations

Role & responsibilities To continuously provide high quality processing service to achieve maximum customer satisfaction within the specified Service Level Agreements (SLAs). Responsible for relationship building and resolving customer queries / issues in a professional manner_ Meet targets on productivity and accuracy within stipulated time frame. Instructions/requests are correctly interpreted and fully undertaken. Ensure that work is completed in accordance with established procedure and standards Effectively and efficiently process to achieve business goals on productivity, accuracy and improvements of process. Proactively identify issues, if any, and escalate. Demonstrate knowledge of features, benefits and procedures and take initiative to review daily process updates for defect free implementation. Proactively seek out opportunities to provide internal and external customers with service excellence in the most effective and efficient manner. Get it right the first time. Ensure that the customer issues / problems are effectively investigated and resolved. Listen, understand and deliver excellent customer service. Ensure that fraud/errors/irregular transactions (if any) are identified and escalated. Share knowledge, best practice and experience with colleagues in achievement of their goals & business objectives. Participate in team meeting / team activities and work towards sustaining team spirit. Demonstrate dependability and support the team in achieving its goals Maintain internal and external control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators. Develop Solutions to problems and identify process and service improvements that enhance customer satisfaction and business results. Need to have knowledge of mortgages/Preferably India Mortgage

Some careers shine brighter than others. If you re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Consultant Specialist. Within MSS Operations IT this role is for Asset Services team, which is a Corporate Action processing application. We are looking for an experienced Technocrat to join our existing team to build our legacy application ASPA along with supporting newer applications. In this role, you will: Be an active part of the end to end Project delivery including defining the requirements, getting build done, making sure testing is properly done and then deploymenet successfully. Engage with the technical team in order to prioritise the BAU deliverables, assign them and make sure they are delivered on time by team members Participate in regular meetings to communicate accomplishments, plans and issues as well as any risks to the project/Testing progress Maintain the project DevOps numbers always in green Always be on top from Teams perspective to achieve the CIB OKRs for the application Continuous Improvement / Innovate: quickly assimilate and learn from the experiences and apply these learnings to improve future delivery effort Good communication and a good team player Requirements To be successful in this role, you should meet the following requirements: 6-8 years of IT experience in coding/Testing (essential) Work experience in Asset servicing domain (essential) 5-7 years ReactJS (essential) Experience of writing test cases using Jest or equivalent Knowledge of Java based backend technologies like Spring / Vertx would be an added plus. Technical Knowledge: ReactJS Knowledge about Broadcast channels, service providers Micro-services on frontend using single-spa or equivalent Redux, Redux-Saga REST MSSQL Server/Oracle database Devops Cloud Technologies like GCP or AWS will be added advantage You ll achieve more when you join HSBC. .

Project Role : Business Architect Project Role Description : Identify opportunities to deliver tangible business value by assessing the current state, capturing high-level requirements, and defining business solutions. Translate business needs into technology-enabled solutions and operating models. Support transformation by developing business cases and guiding implementation of key initiatives. Must have skills : Asset Servicing Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Architect, you will define opportunities to create tangible business value for the client by leading current state assessments and identifying high-level customer requirements. A typical day involves collaborating with various stakeholders to understand their needs, analyzing existing processes, and developing strategic business solutions that align with the client's vision. You will also engage in discussions to refine business cases and ensure that the proposed solutions are feasible and impactful, ultimately driving the success of the organization. Roles & Responsibilities:- Expected to be an SME, collaborate and manage the team to perform.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Provide solutions to problems for their immediate team and across multiple teams.- Facilitate workshops and meetings to gather requirements and feedback from stakeholders.- Develop and present business cases that outline the benefits and costs associated with proposed solutions. Professional & Technical Skills: - Must To Have Skills: Proficiency in Asset Servicing, Business Analysis.- Good To Have Skills: Experience with Business Analysis.- Strong analytical skills to assess business processes and identify areas for improvement.- Excellent communication skills to effectively convey complex ideas to diverse audiences.- Ability to work collaboratively in a team environment and manage multiple priorities. Additional Information:- The candidate should have minimum 7.5 years of experience in Asset Servicing.- This position is based at our Bengaluru office.- A 15 years full time education is required. Qualification 15 years full time education

Project Role : Business Architect Project Role Description : Identify opportunities to deliver tangible business value by assessing the current state, capturing high-level requirements, and defining business solutions. Translate business needs into technology-enabled solutions and operating models. Support transformation by developing business cases and guiding implementation of key initiatives. Must have skills : Asset Servicing Good to have skills : Business AnalysisMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Architect, you will define opportunities to create tangible business value for the client by leading current state assessments and identifying high-level customer requirements. Your typical day will involve collaborating with various stakeholders to understand their needs, analyzing existing processes, and proposing innovative solutions that align with the client's strategic goals. You will also be responsible for developing comprehensive business cases that outline the necessary steps to achieve the envisioned outcomes, ensuring that all proposed solutions are practical and beneficial for the organization. Roles & Responsibilities:- Expected to be an SME.- Collaborate and manage the team to perform.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Provide solutions to problems for their immediate team and across multiple teams.- Facilitate workshops and meetings to gather insights and feedback from stakeholders.- Develop and maintain documentation that outlines business processes and solutions. Professional & Technical Skills: - Must To Have Skills: Proficiency in Asset Servicing, Business Analysis.- Good To Have Skills: Experience with Business Analysis.- Strong analytical skills to assess business needs and identify opportunities for improvement.- Excellent communication skills to effectively convey complex ideas to diverse audiences.- Ability to work collaboratively in a team environment and manage multiple priorities. Additional Information:- The candidate should have minimum 7.5 years of experience in Asset Servicing.- This position is based at our Bengaluru office.- A 15 years full time education is required. Qualification 15 years full time education

Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years 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 trade settlement experienceThe Trade Finance Processing team focuses on developing & delivering business solutions related to the trade finance products offered by banks, including transactions such as import & export bills, foreign bill collection, banker s acceptances/reimbursements, letters of credit and open account trading. The team also provides transactional-based expertise to the business to ensure accurate and timely conduct in accordance with ICC guidelines, bank procedures & trade finance policy manual. The role requires a good understanding of risk management, transaction processing, retail banking, wholesale banking, trade settlements and trade processing. What are we looking for Agility for quick learningWritten and verbal communicationProblem-solving skillsStrong analytical skillsCommitment to quality Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Project Role : Business Process Architect Project Role Description : Analyze and design new business processes to create the documentation that guides the implementation of new processes and technologies. Partner with the business to define product requirements and use cases to meet process and functional requirements. Participate in user and task analysis to represent business needs. Must have skills : Asset Servicing Good to have skills : AnalysisMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Process Architect, you will be responsible for designing business processes, including characteristics and key performance indicators (KPIs), to meet process and functional requirements. Your typical day will involve working closely with the Application Architect to create the process blueprint and establish business process requirements to drive out application requirements and metrics. Roles & Responsibilities:- Design business processes, including characteristics and key performance indicators (KPIs), to meet process and functional requirements.- Work closely with the Application Architect to create the process blueprint and establish business process requirements to drive out application requirements and metrics.- Assist in quality management reviews, ensure all business and design requirements are met.- Educate stakeholders to ensure a complete understanding of the designs. Professional & Technical Skills: - Must To Have Skills: Asset Servicing- Good To Have Skills: Analysis- Solid understanding of business architecture principles and practices.- Experience in designing and implementing business processes.- Strong analytical and problem-solving skills.- Excellent communication and interpersonal skills.- Post trade business analysis /functional user acceptance testing experience between 9-12 years. The candidate should have thorough knowledge of Clearing, settlement, Corporate actions, Security lending and Borrowing, collateral management & Reference Data. The candidate should have a thorough knowledge of ISO 15022 and ISO 20022 messaging standards. The candidate should have a through knowledge of doing impact analysis, and functional design & alsof Quality assurance- creating test scenarios, test cases, preparing test data & executing user acceptance test cases. Knowledge of tools such as JIRA, ALM or HP Quality Centre would be an added advantage. Candidate should have excellent communication skills. Additional Information:- The ideal candidate will possess a strong educational background in business architecture, computer science, or a related field, along with a proven track record of delivering impactful solutions.- Earlier work experience in any clearing house or CSD/ICSD would be an added advantage. Also knowledge of Risk management and data warehouse, would also act as added advantage.- Knowledge of German Language will be an added advantage. Qualification 15 years full time education

Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years 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 trade settlement experienceDevelop and deliver business solutions related to the trade finance products offered by banks, including transactions such as import and export bills, foreign bill collection, banker s acceptances/reimbursemen ts, letters of credit and open account trading. What are we looking for Adaptable and flexibleAbility to work well in a teamAgility for quick learning Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Deutsche Bank is a leading European bank with strong German roots and a global network. We are very well-positioned to cater to clients globally, with significant regional diversification and substantial revenue streams from all the major regions of the world. This includes strong bases to serve emerging markets, with good prospects for business growth in fast-growing economies, across the Asia Pacific, Central/Eastern Europe/Middle East/Africa (CEEMEA), and Latin America. Deutsche Banks Corporate Bank addresses the needs of corporate clients, financial institutions, investors and issuers in three segments Corporate Treasury Services, Institutional Client Services and Business Banking. Securities Services sits within the Institutional Client Services segment and offers post-trade solutions in 30+ markets to both institutional and corporate clients. We are looking for a motivated and organized individual to join our team in India to support product and data governance topics globally. Your key responsibilities Act as a product manager for Asset Servicing Manage, challenge and help define the product definition, understand the product, how is it delivered, who are the clients and how is revenue realized. Be the first point of contact within product for the APAC region Collaborate with the Global Lead of Asset Servicing to define the strategy, book of work and strategic priorities. Lead the book of work for the APAC region and contribute to other regional items as and where required Collaborate with key stakeholders (Operations, Technology, Business) to ensure needs are met and priorities are understood Understand vendor solutions in this space and ensure you remain current with the competitive landscape Ensure our product meets industry best-in-class standards and client needs Produce MIS for the product as defined and determined by the Product Management Head. Create presentation materials to facilitate regular communication and updates to senior business stake holders. Accountable for the successful delivery of the transformation book of work Your skills and experience Knowledge of asset servicing essential Product management/project delivery experience preferred Minimum of 2 years relevant working experience, e.g. Securities Services (Custody/Fund Services) or asset services operations Strong communication and analytical skills Excellent organization and time management skills with the ability to drive tasks to conclusion independently Solution orientated individual who can break down complex tasks into deliveries Can-Do attitude is essential Your qualification Industry experience or a relevant degree from a reputed institute Flexible working to assist you balance your personal priorities

Job Title: Product management Corporate Title: AVP Role Description Deutsche Bank is a leading European bank with strong German roots and a global network. We are very well-positioned to cater to clients globally, with significant regional diversification and substantial revenue streams from all the major regions of the world. This includes strong bases to serve emerging markets, with good prospects for business growth in fast-growing economies, across the Asia Pacific, Central/Eastern Europe/Middle East/Africa (CEEMEA), and Latin America. Deutsche Banks Corporate Bank addresses the needs of corporate clients, financial institutions, investors and issuers in three segments Corporate Treasury Services, Institutional Client Services and Business Banking. Securities Services sits within the Institutional Client Services segment and offers post-trade solutions in 30+ markets to both institutional and corporate clients. We are looking for a motivated and organized individual to join our team in India to support product and data governance topics globally. Your key responsibilities Act as a product manager for Asset Servicing Manage, challenge and help define the product definition, understand the product, how is it delivered, who are the clients and how is revenue realized. Be the first point of contact within product for the APAC region Collaborate with the Global Lead of Asset Servicing to define the strategy, book of work and strategic priorities. Lead the book of work for the APAC region and contribute to other regional items as and where required Collaborate with key stakeholders (Operations, Technology, Business) to ensure needs are met and priorities are understood Understand vendor solutions in this space and ensure you remain current with the competitive landscape Ensure our product meets industry best-in-class standards and client needs Produce MIS for the product as defined and determined by the Product Management Head. Create presentation materials to facilitate regular communication and updates to senior business stake holders. Accountable for the successful delivery of the transformation book of work Your skills and experience Knowledge of asset servicing essential Product management/project delivery experience preferred Minimum of 2 years relevant working experience, e.g. Securities Services (Custody/Fund Services) or asset services operations Strong communication and analytical skills Excellent organization and time management skills with the ability to drive tasks to conclusion independently Solution orientated individual who can break down complex tasks into deliveries Can-Do attitude is essential Your qualification Industry experience or a relevant degree from a reputed institute Flexible working to assist you balance your personal priorities

NOTE- Looking for candidates with Global Wealth Management/ Global Investment Banking experience. Domestic experience is not preferred for this role. Hiring for- A services based MNC Client Work Location - Mumbai, Chennai (as preferred) Offered Salary Hike - 30% to 35% of fixed hike on current fixed CTC + variable (not-negotiable) Shift - International shift (US shift) Preferred candidate profile 15-17 Years of experience with Strong understanding of Wealth management Operations Have experience of leading Global Wealth Management team of 100 -120+ with strong expertise in running Brokerage and Fiduciary functions - broker dealer, Corporate Actions, Reconciliations, Account Opening / Maintenance / Closing, Asset Transfer, Cash Sweep, Account Conversion Good knowledge and working experience in equities & fixed income, money market, alternative investment, mutual fund, Insurance products for Global Markets Sound understanding related to Customer on-boarding (customer account data and document maintenance) for Fiduciary and Brokerage. Role & responsibilities The role holder is expected to transform and create a very Client focused and data driven efficient organization. Have experience of engaging in conversations with Clients, Advisors, Risk Officer and Business COOs around redefining operating model, driving front office behavior, Business metrics and influencing client behavior Should have led and managed Operations transformation and change at scale including RPA, data analytics, workflow etc and have good track record of driving productivity and efficiency within the Organization Good to have FINRA Series 99 certifications Strong understanding of various risks associated with Operational processes in this space Managing all operations function and ensure consistent SLA adherence

Role & responsibilities Functional Expertise: • 15-17 Years of experience with Strong understanding of Wealth management Operations • Have experience of leading Global Wealth Management team of 100 -120+ with strong expertise in running Brokerage and Fiduciary functions - broker dealer, Corporate Actions, Reconciliations, Account Opening / Maintenance / Closing, Asset Transfer, Cash Sweep, Account Conversion • Good knowledge and working experience in equities & fixed income, money market, alternative investment, mutual fund, Insurance products for Global Markets • Deep domain experience in managing Account Opening / Maintenance / Closing process within Brokerage and Fiduciary functions • Sound understanding related to Customer on-boarding (customer account data and document maintenance) for Fiduciary and Brokerage, • Sound understanding related to Collection, maintenance, reinvestment (i.e., sweeps) and disbursement of funds, • Sound understanding related to Receipt and delivery of securities and funds, account transfers, • Sound understanding related to Bank, custody, depository and firm account management and reconciliation, • Sound understanding related to Settlement, fail control, buy-ins, segregation, possession and control, • Sound understanding related to Trade confirmation and account statements, • Sound understanding related to Margin, • Sound understanding related to Stock loan/securities lending, • Sound understanding related to Prime brokerage (services to other broker-dealers and financial institutions), • Sound understanding related to Financial control, including general ledger and treasury, • Contributing to the process of preparing and filing financial regulatory reports, • Defining and approving business security requirements and policies for information technology, including but not limited to systems and data, in connection with the covered functions, • Defining and approving information entitlement policies in connection with the covered functions; and • Posting entries to a member's books and records in connection with the covered functions to ensure integrity and compliance with the federal securities laws and regulations and FINRA rules.

NOTE- Looking for candidates with Global Wealth Management/ Global Investment Banking experience. Domestic experience is not preferred for this role. Hiring for- A services based MNC Client Work Location - Mumbai, Chennai (as preferred) Shift - International shift (US shift) Preferred candidate profile 13-19 Years of experience with Strong understanding of Wealth management Operations Have experience of leading Global Wealth Management team of 100 -120+ with strong expertise in running Brokerage and Fiduciary functions - broker dealer, Corporate Actions, Reconciliations, Account Opening / Maintenance / Closing, Asset Transfer, Cash Sweep, Account Conversion Good knowledge and working experience in equities & fixed income, money market, alternative investment, mutual fund, Insurance products for Global Markets Sound understanding related to Customer on-boarding (customer account data and document maintenance) for Fiduciary and Brokerage. Role & responsibilities The role holder is expected to transform and create a very Client focused and data driven efficient organization. Have experience of engaging in conversations with Clients, Advisors, Risk Officer and Business COOs around redefining operating model, driving front office behavior, Business metrics and influencing client behavior Should have led and managed Operations transformation and change at scale including RPA, data analytics, workflow etc and have good track record of driving productivity and efficiency within the Organization Good to have FINRA Series 99 certifications Strong understanding of various risks associated with Operational processes in this space Managing all operations function and ensure consistent SLA adherence Interested candidates can reach on Neha 9599788568 neha.singh@mounttalent.com

Join the ranks of excellence at The Corporate & Investment Bank, a global powerhouse in investment banking, wholesale payments, markets, and securities services. Trusted by the worlds most influential corporations, governments, and institutions, we operate in over 100 countries, providing strategic advice, raising capital, managing risk, and extending liquidity across global markets. As an Asset Specialist within the Corporate & Investment Bank, you will be entrusted with the responsibility of managing risk, raising capital, and providing strategic advice to our clients across the globe. You will be part of an innovative team that develops secure service solutions to meet our clients needs globally. This role provides an unparalleled opportunity to learn and grow in a dynamic and fast-paced environment. Job Responsibilities Requires good understanding of Asset Servicing lifecycle (Corporate Actions & Income) Ensure accurate and timely completion of mandatory & voluntary corporate action payments received from agents/depository Perform supervisory checks and ensure daily operations signoffs Ensure department has viable Business Continuity and Concentration plans in place, that are tested in accordance with Bank Policy and that all staff are familiar with the plans Act as a focal point for issue planning or crisis review situations. The business demands flexibility in production processes and for technical assessments to be made in short time frames Own issues related to the Asset Services Department and ensure timely escalation to both Operational and Risk leads Required qualifications, skills and capabilities Operational subject matter expertise critical e.g. Reconciliation, Settlements, Trade Support Asset Servicing, Risk & Control and Custody experience Strong ability to learn ongoing stream of new markets, products and processes Strong Risk and Control Awareness Ability to effectively priorities workloads and work to critical deadlines Demonstrate Ownership and Accountability for Operational and Project Deliverables with a proven track record Confident communicator in all mediums to both internal and external clients Reconciliation of Cash and stock breaks received from the market. Ensure all High risks and high value breaks are actioned and highlighted daily .

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

Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years 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 trade settlement experienceDevelop and deliver business solutions related to the trade finance products offered by banks, including transactions such as import and export bills, foreign bill collection, banker s acceptances/reimbursemen ts, letters of credit and open account trading. What are we looking for Ability to meet deadlinesProblem-solving skillsProcess-orientationWritten and verbal communicationStrong analytical skills Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day to day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years 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 trade settlement experienceDevelop and deliver business solutions related to the trade finance products offered by banks, including transactions such as import and export bills, foreign bill collection, banker s acceptances/reimbursemen ts, letters of credit and open account trading. What are we looking for Agility for quick learningCommitment to qualityProblem-solving skillsWritten and verbal communicationStrong analytical skills Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Trade Processing- Asset Servicing - Trade Finance Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years 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 trade settlement experienceDevelop and deliver business solutions related to the trade finance products offered by banks, including transactions such as import and export bills, foreign bill collection, banker s acceptances/reimbursemen ts, letters of credit and open account trading. What are we looking for Ability to meet deadlinesProblem-solving skillsProcess-orientationWritten and verbal communicationStrong analytical skills 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

Scrum Master / Agile Team Leader BFSI | Asset Servicing Job Title: Scrum Master / Agile Team Leader BFSI | Asset Servicing Location: Pune Work Mode: Hybrid (Minimum 3 days/week in-office) Experience Required: 6+ years as Scrum Master or Agile Team Leader Industry Preference: BFSI / Banking / Financial Services Certification: CSM / PSM / SAFe SSM (Advanced preferred) Job Summary: We are seeking a skilled Scrum Master / Agile Leader with hands-on experience in Asset Servicing or Asset Management within the financial services (BFSI) sector. The ideal candidate will be an Agile champion, driving efficient product delivery while supporting cross-functional teams using JIRA, Confluence, and DevOps/CI-CD best practices. You will play a critical role in supporting operational and administrative workflows related to financial assets including custody management, corporate actions, compliance, and securities transactions while enabling agile excellence. Key Responsibilities: Facilitate Agile ceremonies: Daily Stand-ups, Sprint Planning, Reviews, Retrospectives Coach teams in Agile practices and support continuous improvement Drive and support adoption of JIRA , Confluence , and agile tracking tools Remove blockers to ensure team productivity and timely delivery Collaborate with Product Owners, Asset Servicing stakeholders, and DevOps teams Ensure alignment between business goals and development deliverables Monitor Agile metrics (velocity, burndown, etc.) to improve team performance Promote a culture of accountability, innovation, and ownership Oversee risk identification and mitigation in Agile delivery cycles Required Skills & Experience: 6+ years as Scrum Master or Agile Delivery Lead Domain experience in Asset Servicing, Asset Management, or Financial Operations Proficient with Agile frameworks (Scrum, SAFe), and tools like JIRA, Confluence Familiarity with DevOps, CI/CD , and Agile automation tools Strong communication and stakeholder management skills Ability to guide teams through ambiguity and scale Agile practices Problem-solving mindset with a focus on collaboration and delivery Certifications (Mandatory): Certified ScrumMaster (CSM) OR Professional Scrum Master (PSM) OR SAFe Scrum Master (SSM) Preferred: CSP, SAFe Agilist, Agile Coach certifications Interested candidates can share your updated resume to subashini.gopalan@kiya.ai

Assets Servicing Job Location:Gurgaon, Bangalore and Mumbai Shift Time:2:00 PM-11:30 PM JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing of paydown, interest and corporate actions for bonds- both mandatory and voluntary corporate actions. Hands on experience of using Bloomberg / Refinitiv / DTC for checking trade tickets, accrued interest, corporate actions etc. Good to have knowledge on deal documents for private bonds. Good to have knowledge on waterfall payments. Reconcile cash and positions across all funds on daily basis using DUCO platform Work across multiple groups to troubleshoot technical and accounting. Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Custody / 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 Review and action incorrect PNL changes in the system (Geneva) vs Thirdparty or Day over day changes. Understanding of Accounting knowledge like PNL, Realized and Unrealized, FX PNL, Accrued Interest / Daily Interest on the various asset class like Bonds, Pvt Deal etc Review Deal Document / Credit Agreements / Notices for the asset setup in Geneva Desired Candidate Profile: Knowledge of Private Deals / Bonds Processing experience of using Geneva as a tool for booking capital activities, bond paydowns and interest (both fixed and variable bond) 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 events. Good to have knowledge on private placements, Bloomberg, Refinitiv/DTC, Bond Trade lifecycle Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit assets 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 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 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

About The Role : Job Location:Gurgaon, Mumbai, 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 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 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 ParameterMeasure 1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

About The Role : 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. Reconciliation Job Location:Gurgaon, Bangalore and Mumbai Shift Time:2:00 PM-11:30 PM JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing of paydown, interest and corporate actions for bonds- both mandatory and voluntary corporate actions. Hands on experience of using Bloomberg / Refinitiv / DTC for checking trade tickets, accrued interest, corporate actions etc. Good to have knowledge on deal documents for private bonds. Good to have knowledge on waterfall payments. Reconcile cash and positions across all funds on daily basis using DUCO platform Work across multiple groups to troubleshoot technical and accounting. Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Custody / 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 Review and action incorrect PNL changes in the system (Geneva) vs Thirdparty or Day over day changes. Understanding of Accounting knowledge like PNL, Realized and Unrealized, FX PNL, Accrued Interest / Daily Interest on the various asset class like Bonds, Pvt Deal etc Review Deal Document / Credit Agreements / Notices for the asset setup in Geneva Desired Candidate Profile: Knowledge of Private Deals / Bonds Processing experience of using Geneva as a tool for booking capital activities, bond paydowns and interest (both fixed and variable bond) 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 events. Good to have knowledge on private placements, Bloomberg, Refinitiv/DTC, Bond Trade lifecycle Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit assets 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 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