Job Description
Role & responsibilities
• International Calling experience
• Quick and attentive speaking with the clients/Advisors
• Excellent MS Office skills MS Excel, Power Point, Excel Macros and E Mail Drafting
• Good Typing Speed of 28 WPM with >=95% accuracy
Preferred candidate profile
• Good and sound knowledge of Capital Market Concepts preferably US Stock Market
• Processing skills of Asset Transfer primarily Mutual Funds. Processing High Net Value Mutual Funds, Verification, Analyzing MF documents and providing Updates to Brokerage Advisors of their requests
• Research the account information to determine if there are assets for transfer.
• Research encompasses looking for rejection letters, revised paperwork or checks on file if not yet posted.
• Post comprehensive research, call out to the Advisor and subsequently update the systems/applications accordingly.
• 100% Accurate work required as Errors will have financial impacts from Client and their Customer side.
• Strictly US Shift Working Hours should be flexible to do Over Time duty if required.
• Punctual and adherence to attendance and Leaves
• To report to Team Lead and follow the Instructions and the HR Policies as per Company
• International Calling experience
• Quick and attentive speaking with the clients/Advisors
• Excellent MS Office skills MS Excel, Power Point, Excel Macros and E Mail Drafting
• Good Typing Speed of 28 WPM with >=95% accuracy
Preferred candidate profile
• Good and sound knowledge of Capital Market Concepts preferably US Stock Market
• Processing skills of Asset Transfer primarily Mutual Funds. Processing High Net Value Mutual Funds, Verification, Analyzing MF documents and providing Updates to Brokerage Advisors of their requests
• Research the account information to determine if there are assets for transfer.
• Research encompasses looking for rejection letters, revised paperwork or checks on file if not yet posted.
• Post comprehensive research, call out to the Advisor and subsequently update the systems/applications accordingly.
• 100% Accurate work required as Errors will have financial impacts from Client and their Customer side.
• Strictly US Shift Working Hours should be flexible to do Over Time duty if required.
• Punctual and adherence to attendance and Leaves
• To report to Team Lead and follow the Instructions and the HR Policies as per Company
💡 Quick Summary
Seeking a career-building opportunity? The confidential • Bengaluru, Karnataka • via BeBee position is now open for candidates interested in the BPO Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in BPO Jobs is a plus.
