Job Details
HR Level (Numeric Value) Band 5 Level 1 Location Bangalore and Pune Client Name Charles Schwab Channel BPS Practice (Y/N) Y/N Role ( Designation as per level) Trainee Transaction Processing Officer - OSAS Competency Area Excellent knowledge in Capital Market Domain Job Title (Competency Area + Role) Excellent knowledge in Capital Market Domain + Rule Based Transaction Processing Job Description (Technical Competency, Project Competencies and Behavioral Competencies) Review the account opening, account maintenance, and move money paperwork and enter the customer details based on the procedures defined in standard operating procedures Perform quality check on the data captured in the client platform and ensure highest standard of accuracy Process application forms based on the priority defined by the client Identifying the customer request and indexing the same to the appropriate department .
Handling the task assigned and providing resolutions within the timeliness Meeting all defined targets like productivity, accuracy, product knowledge and schedule adherence Skills (Number of year's exp and Primary skills to have, Secondary skills to have and skills add value to profile Educational qualification - Bachelors/Post Graduate degree aggregate of 70% Preferably B com, BBM, BCA, BBA and MBA .
Good Knowledge on Capital markets such as shares, key players in IB world, Trade date, etc Must be able to type at 30 WPM with 95% accuracy (as per test results on typing software) Must be professional and courteous in all interactions with clients and staff Must have basic skills in usage of MS Word and MS Excel .
Must have strong interpersonal, excellent communication (write & speak) skills (comprehend and action written customer requests) with a desire to work in a Back-Office Operations environment Must be able to multi-task and be adaptable to change Must be able to meet department expectations, handle repetitive work, and work overtime as required Must be able to sit for long periods of time while entering data or performing other sedentary duties Stand for periods of time during meetings and/or other group events .
Willingness to work in flexible shifts