Associate / Sr. Associate (TA Operations)

Role: Associate / Sr. Associate (TA Operations)

Department: TA Operations

Location: KFintech GIFT City, Gandhinagar

Work Mode: Work From Office (WFO) Only

Working Days: 5 Days a Week + Alternate Saturdays (2 Saturdays Working per Month)

Joining Preference: Immediate Joiners

About the Role

KFintech is seeking enthusiastic and detail-oriented professionals to join the TA Operations team at GIFT City. The role involves handling investor servicing, transaction processing, operational activities, and ensuring adherence to regulatory and process requirements.

Key Responsibilities

• Process investor transactions and Transfer Agency (TA) operational activities.
• Verify and maintain investor records, account information, and KYC documentation.
• Ensure accurate and timely execution of transactions within defined SLAs.
• Handle investor queries and coordinate with internal stakeholders for resolution.
• Prepare and maintain MIS reports, operational trackers, and related documentation.
• Ensure compliance with internal controls, regulatory guidelines, and operational procedures.
• Support process improvement initiatives to enhance efficiency and service quality.
• Perform data validation, reconciliation, and record maintenance activities.

Requirements & Tech Stack

• MS Excel and MS Office applications proficiency.

Qualifications

• Education: B.Com, M.Com, BBA, BBM, or any Commerce-related degree.
• Experience: 03 years. Freshers with strong academic credentials are welcome.
• Skills:
• Good verbal and written communication skills.
• Strong attention to detail and accuracy.
• Basic knowledge of financial services and investor servicing.
• Ability to manage multiple tasks and meet deadlines.
• Good analytical and problem-solving skills.
• Preferred:
• Commerce background candidates.
• Immediate joiners or candidates serving short notice periods.
• Exposure to Mutual Fund Operations, Transfer Agency Operations, Registry Operations, or Financial Services Operations.
• Experience in financial services, back-office operations, mutual fund operations, TA operations, or customer servicing will be an added advantage.

Compensation

• CTC ranging from 2.5 LPA to 3.5 LPA based on qualifications and experience.

Benefits

• Opportunity to build a career in the financial services and investor servicing domain.
• Exposure to industry-leading operational processes and regulatory frameworks.