confidential • Bengaluru, Karnataka • via BeBee

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