Financial Services Account Associate II-6 FIS Global

2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

As a member of the Transfer Agency division at FIS, you will be responsible for Transaction Operations, Processing, and associated functions of mutual funds for various clients. You will provide services to clients through various channels such as Transaction processing and Chat, which may involve tasks like Accounts set up, Shareholder data maintenance, and overall record-keeping. Key Responsibilities: - Verify and input customer requests to ensure accuracy and correctness, taking appropriate actions as necessary. - Perform quality control activities to meet quality standards. - Generate template emails or written correspondence to customers when required. - Adhere to all policies, procedur...

Posted 2 weeks ago

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Senior Analyst - Transaction Operations - 4+ Years - Bangalore/Pune Crescendo Global Leadership Hiring India

4.0 - 8.0 years

4 - 7 Lacs

pune, bengaluru, mumbai (all areas)

Hybrid

Senior Analyst - Transaction Operations - 4+ Years - Mumbai/Pune/Bangalore Are you an experienced professional with at least 4 years in mortgage or banking administration (with global exposure), insurance operations (global exposure), or contract management? We are seeking a results-driven individual with proven expertise in managing complex financial and insurance transactions, trust and collateral processes, and regulatory compliance. If you are detail-oriented, client-focused, and excel at stakeholder management and communication, this role is perfect for you. Location - Mumbai / Pune / Bangalore Your Future Employer - An industry leader known for its deep advisory strength and people-foc...

Posted 1 month ago

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Assistant Manager - Transaction Operations - 8+ Years - Mumbai/Pune Crescendo Global Leadership Hiring India

8.0 - 11.0 years

12 - 14 Lacs

pune, bengaluru, mumbai (all areas)

Hybrid

Assistant Manager - Transaction Operations - 8+ Years - Mumbai/Pune/Bangalore An exciting opportunity for professionals skilled in Strategy & Operations, looking to advance their career in Transaction Operations at the level of Assistant Manager. In this role, you will drive operational excellence, streamline processes, and contribute to strategic initiatives to ensure the organizations efficiency and success. Location Mumbai / Pune / Bangalore Your Future Employer An industry leader known for its deep advisory strength and people-focused approach, helping organizations navigate complexity with confidence. Responsibilities Lead a team of operations specialists to ensure the smooth execution ...

Posted 1 month ago

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Lead Digital Operations - Product Development Omam Consultants

8.0 - 13.0 years

18 - 25 Lacs

goregaon

Work from Office

Role & responsibilities End-to-End Product Development & Management of Sales CRM (Vymo) Manage the entire lifecycle of the Sales CRM productfrom requirement gathering, ideation through design, development, testing, and launch. Key Actions: Define product requirements, ensuring they meet needs of RM, VRM, DHNI RMs, Managers and Sales Head. Collaborate with cross-functional teams to develop features that improve sales efficiency and distribution relationship management. Laise with Partner (Vymo) and various stakeholders (Power BI, Sales team, HR, BSG for product implementation. Process Validations Map out end-to-end business processes and define clear business rules and validations. Develop as...

Posted 1 month ago

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Trade and/or Transaction Operations Deutsche Bank

5.0 - 9.0 years

0 Lacs

pune, maharashtra

On-site

Role Overview: As a Trade and Transaction Analyst at Deutsche Bank in Pune, India, your main responsibility will be to ensure the seamless delivery of services and maintain a stable operating environment to support the Global Trade Services (GTS) functions. You will play a key role in contributing to the operational strategy of the GTS function and ensuring its effective implementation. Additionally, you will focus on improving service delivery, maximizing service quality, enhancing operational efficiency, and minimizing operational risk through the implementation of appropriate controls. Your role will be critical in engaging with various teams such as Trading Desk, Risk and PnL teams, Docs...

Posted 1 month ago

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