Senior Transctn Procng Officer

Mphasis; Bengaluru; On-site; INR 300,000 - 600,000; Full time

Job summary

Mphasis in Bengaluru is seeking candidates with 2–3 years of BPO experience in Banking and Capital Markets to handle asset transfers and mutual funds processing. You will manage complex MF transactions and communicate updates to brokerage advisors, working US shift hours from India.

Strong MS Office skills, rapid typing, and clear email communication are essential. The role is based in-office with potential overtime as needed.

Qualifications

• Minimum 2 to 3 years of year work experience in similar BPO field preferable from Banking and Capital Market Domain (primary preference).
• Prior experience on Asset Transfer, Mutual Funds process is required.
• Knowledge of US stock market concepts is desirable.

Responsibilities

• Processing Asset Transfers, primarily Mutual Funds, including High Net Worth MF.
• Preparing reports, handling client escalations, drafting mails and updating brokerage advisors.
• Attending client calls and participating in onshore training; ensuring 100% accuracy to avoid financial impacts.

Skills

MS Office

Excel

PowerPoint

Excel Macros

Email Drafting

Communication skills

Client Calls

Onshore Training

Education

12+3 Degree

Stock Market Certification

Job description

• Candidate should have minimum 2 to 3 Years of year work experience in similar BPO field preferable from Banking and Capital Market Domain (primary preference)
• Prior experience on Asset Transferring, Mutual Funds process is required.

Technical / Non-Technical Skills:

• Excellent MS Office skills MS Excel, Power Point, Excel Macros and E Mail Drafting
• Good Typing Speed of 28 WPM with >=95% accuracy
• Excellent Communication skills – to attend Client Calls, Onshore Training etc

Process Skills:

• Good and sound knowledge of Stock Market and Capital Market Concepts – Primarily US stock market.
• Expert knowledge on Processing 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
• Reports making, Client Escalation handling, Mail Drafting, Update sharing with Team
• Sound Analytical, Quick Learning ability, Zeal to learn new things.
• 100% Accurate work required as Errors will have financial impacts from Client and their Customer side.
• Strictly US Shift Working Hours (India Late Evening or Night Shifts) – should be flexible to do Over Time duty if requirement arises.
• Working From Office

Behavioral Skills:

• 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

Certifications Needed:

• Education: 12 + 3 Degree Education is mandatory – B Com, BBA and BBM Graduates preferred, however Candidate with good work experience but with other Specialization can be looked into to some extent Only.
• Additional Certification on Stock Market Subjects is added advantage.
• No Tech Graduates – BE, B Tech, M Tech