Job Description
Job Title: Operations Analyst
Location: Mumbai
Notes:
- Specific/ mandatory skills: Experience in excel and knows basic formulas
- Experience range: 2/3 years
- Open to considering fresher candidates (Yes/No): No
- Open to considering relocation/ non-local candidates (Yes/No): Yes
- Contract duration: 8 months
- Shift timings: 9.30 am to 6.30 pm
- Number of days work from office: 6 (considering banking saturday - working)
- Preference of hiring only diversity candidates (Yes/No): No
Key Responsibilities:
- Processing of data file upload for Mutual fund / Insurance product
- Online reconciliation and validation of orders, open order, rejection upload in system
- Mutual Funds Common Order Form reconciliation.
- Unit reconciliation for Mutual fund and commission reconciliation for Insurance and commission claw back validation
- Reports preparation and system User Acceptance Test - Insurance and Investment report
- Dematerialized Account (DEMAT): Account opening, modification, delivery instruction slip issuance, dematerialization and providing audit data for DEMAT
Operational efficiency
- All applications to be processed within TAT.
- Escalation if any to be done in a timely manner.
Efficient & effective coordination with all internal teams
- Communicate and coordinate with all internal functions/stakeholders involved in the process, such as product, L2 team.
Hard Skills & Knowledge
- Effective communicator with proficiency in Written and Spoken English
- Excel with basic formulas.
Soft Skills
- Ability to work collaboratively across functions
- Self-motivated, responsible and rigorous to ensure quality
- Ability to work under pressure and tight deadlines
- Quick learner with ability pick-up the process on the go
Education:
- Bachelor's degree in any stream
