Job Description

Job Description:
• Liaise with the Transfer Agent and Administrator for transaction processing, fund reporting, and related operational activities.• Collaborate with Business, Transfer Agent, Administrator, IM to support new product and fund launches, including reviewing PPMs, application forms, and onboarding documents, establishing controls, and ensure smooth execution of processes.• Facilitate client onboarding with the Transfer Agent and coordinate with investors and distributors to address queries and ensure seamless integration.• Interact with prospective and existing distributors/investors across jurisdictions in compliance with fund passporting and placement agent as per IFSCA regulations.• Distributor onboarding, empanelment agreements, commission structures for new distributors, adhering to laws applicable for onboarding new distributors as per their jurisdiction.• Facilitating various requirements / reports / MIS from distributors / Internal / Regulator / Audits.• Coordinate with fund platforms for setting up DSP funds and ensure compliance with platform-specific requirements.• Responsible for day-to-day transaction processing and reporting in accordance with applicable IFSCA Operations policies, procedures, governing regulations.• Understanding retrocession and commission processing, reviewing structures, computation, payouts, etc. with Transfer Agent and Distributors• Managing distributor payouts, handling various brokerage requirements/data/reports/MIS from distributors / Internal teams• Co-ordination with TA, distributors, internal teams for handling queries / complaints.• Liase with Investment Managers, Directors for various approvals, Fund documentation• Projects/initiatives on system/process changes for efficient functioning of the operational processes
Knowledge required for the role:• Knowledge of Gift City Operations would be an added advantage.• Domain knowledge on Gift City operations, Transfer Agency with specific focus on operational aspects of Fund platforms, retrocessions, computation, payments
Skills required for the role:• Strong understanding of transfer agency operations, fund structures, and investor/distributor management• Logical Thinking, Positive Attitude• Good interpersonal skills and the ability to work with a team in a global/international environment.• Having focused approach towards handling critical operational activities, process oriented.• Multi-tasking & able to meet deadlines
Rationale for Hire:• Business requirement to set-up Client Response / TA Operations in Gift City for expansion• Addition of this resource will help to streamline the Client servicing, TA processes, focus on new  enhancements / developments, improve efficiency, introduce checks and controls, risk assessment & service enhancement.
Educational Qualifications:• Graduate / Postgraduate or equivalent degree 
Years of Experience:• Minimum 2-3 years’ experience
Location: GIFT City