Funds & Banking Associate I

Colonial Group; Mumbai; Sur place; INR 800 000 - 1 100 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Performance-based annual bonus

Group Medical & Life Insurance

Modern offices with free amenities

Monthly food card

Shift allowance with pickup & drop

Employee referral bonus

Team-building events & outings

Résumé du poste

Colonial Group is seeking a proactive Client Services professional in Mumbai to handle inquiries related to asset and cash transfers, working closely with our back office on securities settlements. The role emphasizes delivering excellent client service and resolving issues promptly to meet service levels.

The ideal candidate has a university degree, prior experience in financial client services, and a can-do attitude with strong problem-solving skills.

Qualifications

• Bachelor's degree required.
• Experience in client service within financial or securities services, especially settlements or cash transfers.
• Proven client-oriented mindset with problem-solving abilities under pressure.
• Fluent in English; knowledge of another European language is a plus.
• Willingness to work rotational night shifts.

Responsabilités

• Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers.
• Collaborate with back office to resolve securities-related queries globally and follow up on transfers/settlements.
• Support Operations Service in day-to-day settlement activities and clarify settlements completion.
• Ensure query resolution within agreed service levels and high client satisfaction.
• Drive continuous improvement focused on client service and process efficiency.

Connaissances

Client service

Problem solving

Communication

Adaptability

Shift flexibility

English fluency

Formation

Bachelor's degree

MBA apprenticeship in finance

Description du poste

Job Description & Requirements:

• Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
• Closely work with our back office to manage and resolve all securities-related queries from our clients globally, including systematic follow-up to resolve pending transfers/settlements, differences, and breaks.
• Support Operations Service in their Securities/Global Custody day-to-day transactional business in the field of Settlement (clarifications and follow-up on Settlements completion)
• Ensure query resolution till completion within agreed service levels and client satisfaction.
• Commit to a culture of continuous improvement and centered on client service.
• Deliver excellent client service while continuously challenging our process efficiency and behavior.

Qualification:

• Education: University degree (Bachelors) required
• Experience: Previous client service experience within the financial and security service industry, preferably in the area of Settlement (Securities transfers of all kinds) and/or Cash transfers / Or MBA apprenticeship with a finance profile / or three years of Inbound Client services experience in the International BPO industry for banking/ finance process.
• Passion for dealing with clients and understanding of securities and global custody products.
• Can-do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies
• Strong problem-solving skills and ability to work under pressure
• Focused on client service and timely resolving of client enquiries.
• Adaptable, motivated, self-directed, and driven (always staying up to date and improving)
• Fluent in English (any other European language is a plus)
• Comfortable with rotational shifts including night shifts.

Company Benefits & Perks:

• Competitive salary package.
• Performance-based annual bonus (cash and stocks)
• Group Medical & Life Insurance.
• Modern offices with free amenities & fully stocked cafeterias
• Monthly food card & company-paid snacks.
• Hardship/shift allowance with company-provided pickup & drop facility*
• Attractive employee referral bonus.
• Frequent company-sponsored team-building events and outings

* Depending upon the shifts.

** The benefits package is subject to change at the management's discretion.