Transferagency Jobs – Apply to Latest Transferagency Job Vacancies

4.0 - 7.0 years

3 - 18 Lacs

Pune, Maharashtra, India

On-site

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Role Overview: The Transfer Agency Department provides fund administration services to multiple fund management clients. This includes transaction processing, reporting, AML and registration, payments, and investor servicing. The Associate will perform daily BAU (Business-As-Usual) tasks to meet client SLAs and regulatory compliance, with flexibility to work in a 24x7 shift model. Key Responsibilities: Process financial and non-financial transactions per regulatory and client instructions Identify and resolve issues using established procedures Archive investor and client documentation with full audit trails Contribute to ad-hoc projects and business initiatives Troubleshoot process gaps and provide improvement suggestions Support and train junior team members as needed Understand and handle complex transaction-related queries Prepare and review SOPs and process flow documents Maintain strong control frameworks for transaction accuracy Ensure adherence to regulatory and audit compliance Prioritize tasks effectively in a high-volume environment Qualifications & Experience: Bachelor's degree in Commerce preferred 15 years of experience in Transfer Agency operations Prior experience with TA processing is required

Posted 9 hours ago

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Associate Level 1 Apex Group

1.0 - 5.0 years

1 - 5 Lacs

Mumbai, Maharashtra, India

On-site

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Key Responsibilities: Process financial and non-financial transactions as per regulatory and client requirements using internal systems Ensure proper archiving of investor and client documents with a full audit trail Identify and resolve transaction/process issues within defined procedures Participate in ad-hoc tasks and process improvement initiatives Independently handle tasks and provide team support as needed Identify process gaps and contribute to troubleshooting and resolution Support and train team members on operational procedures Handle complex queries related to Transfer Agency (TA) functions Prepare and review SOPs and process flow charts Design and implement process control measures Maintain compliance with regulatory and audit requirements Manage multiple tasks and prioritize work efficiently using time management skills Qualifications: Bachelor's degree in Commerce (preferred) 15 years of experience in Transfer Agency processing (mandatory) Skills Required: Strong analytical and problem-solving skills Working knowledge of mutual funds and TA operations Proficiency in MS Excel and Word Clear and concise written and verbal communication Understanding of audit and compliance frameworks Ability to work under pressure in a 247 environment Flexible with shifts and capable of managing multiple projects Knowledge of risk management and process execution

Posted 10 hours ago

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Senior Associate Level 2 Apex Group

5.0 - 10.0 years

4 - 10 Lacs

Pune, Maharashtra, India

On-site

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Key Duties and Responsibilities: Processing of financial and non-financial transactions in internal systems as per regulatory and client requirements Identify and resolve issues within defined procedures Archive investor and client documentation ensuring full audit trails Participate in initiatives and handle ad-hoc business requirements Independently execute tasks while contributing as a team player Identify process gaps and troubleshoot as necessary Support, guide, and train other team members Handle complex client and investor queries Maintain strong domain knowledge of Transfer Agency operations Prepare and review SOPs and process flow charts Implement effective process controls Recommend and drive process enhancements Ensure regulatory and audit requirements are met Prioritize tasks through effective time management Qualification and Experience: Bachelor's degree in Commerce preferred 510 years of relevant experience in Transfer Agency processing (mandatory)

Posted 10 hours ago

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Associate Level 2 Apex Group

1.0 - 5.0 years

1 - 5 Lacs

Mumbai, Maharashtra, India

On-site

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Posted 10 hours ago

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