About the role
- Shift timings: US Shift (7:30 PM – 5:30 AM IST)
- Work Mode: Work from Office
- Working Days: 5 days a week
- Location: GAR Hyderabad
- Level: SPE/SME
- Salary Range: SPE- Upto 6.5LPA, SME- Upto 10LPA
- Notice Period: Immediate Joiner to 30 days' notice period ONLY
Role Summary:
We are seeking a detail-oriented and highly motivated Senior Process Executive with strong exposure to Asset Movement, Capital Markets Operations, Cash Management, and Payments Processing. The incumbent will be responsible for executing end-to-end cash and securities transfer transactions, ensuring operational excellence, regulatory compliance, risk management, and superior client service. The role requires a strong understanding of asset transfers, payment processing, reconciliations, and financial market products within a fast-paced wealth management environment.
Key Responsibilities
- Process asset movements including ACATS, Non-ACATS, internal transfers, external transfers, journal entries, gifting, account transfers, and other securities movement requests with high accuracy.
- Handle inbound and outbound cash and securities transfers across client accounts while adhering to established controls and turnaround times.
- Manage domestic and international payment processing, including wire transfers, cheque payments, ACH transactions, and disbursements.
- Perform transaction validation, review documentation, and ensure compliance with operational, regulatory, and risk management requirements.
- Monitor and resolve processing exceptions, ageing items, and escalations within agreed service levels.
- Perform daily reconciliations and investigate breaks, unmatched transactions, and settlement discrepancies.
- Coordinate with brokers, custodians, transfer agents, financial institutions, and internal stakeholders to ensure seamless transaction processing.
- Respond to client and business partner queries professionally and within agreed turnaround times.
- Participate in quality checks, root cause analysis, process improvements, and risk mitigation initiatives.
- Maintain process documentation, SOPs, checklists, and operational controls in line with business requirements.
- Support cross-training initiatives and actively contribute to process resiliency and business continuity plans.
- Ensure adherence to SLA, productivity, quality, and compliance metrics.
Required Skills & Qualifications
- Strong hands-on experience in Asset Movement, Asset Transfers, Payments Processing, Cash Management, or Wealth Management Operations.
- Good understanding of ACATS, Non-ACATS, securities transfers, cash transfers, journals, banking transactions, and settlement activities.
- Knowledge of capital market instruments including Equities, Fixed Income, FX, Treasury Products, Mutual Funds, ETFs, and Futures is desirable.
- Experience in reconciliation, exception management, and issue resolution.
- Understanding financial market operations.
- Strong analytical, investigative, and problem-solving capabilities.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Excel, reporting, and operational analysis.
- Ability to work under pressure, manage multiple priorities, and meet strict deadlines.
- Strong focus on accuracy, risk awareness, and operational controls.
Preferred Qualifications
- Graduate degree in Commerce, Finance, Business Administration, Economics, or related discipline.
- 2–5 years of relevant experience in Asset Movement, Brokerage Operations, Wealth Management, Banking Operations, or Capital Markets.
- Exposure to US financial services, brokerage operations, or transfer agency environments is preferred.
Key Competencies
- Attention to Detail
- Client Focus
- Risk & Control Mindset
- Ownership & Accountability
- Team Collaboration
- Continuous Improvement
- Decision Making & Problem Solving
RequirementsRequirements:
- Bachelor's degree in finance, business, or related field.
- 4+ years of experience in asset servicing and corporate actions.
- Strong understanding of custody, settlement, and income distribution processes.
- Excellent analytical and problem-solving skills.
- Ability to work effectively in a fast-paced, dynamic environment.
- Strong communication and interpersonal abilities.