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Horaires Temps plein
Niveau d'expérience 6 à 10 ans
Niveau d'études Niveau BAC+2/3
Postuler REF: TA 000101

Job Description – APAC


Job Title:

Transfer Agency - Manager







Business Line / Function:


Reports to:


Assistant Vice President


(if applicable)



Number of Direct Reports:

20+ (Approx)

Directorship / Registration:


Position Purpose

  • Working as a Manager of a Transfer Agency team in Chennai supporting multiple locations.
  • The TA Client team will be responsible for processing Subscription, Redemptions, Switch & Transfer for Mutual funds, where Asian clients are investing in them.
  • To Manage the team in terms of people management and an escalation point for process issues.


Service Delivery:

  • To be  an SME (Subject Matter Expert) of the process by acquiring complete knowledge & understanding of the process
  • Ensure deadlines are met by the team in a timely manner as per SLA.
  • Ensuring the KPI’s are kept in Green at all times for all locations.
  • Ensure that preparation and review of Key/Standard Operating Procedures for each process migrated to Chennai.
  • Consistently evaluate the documented procedures to ensure they are complete, accurate and up to date.
  • Ensure that the SLA is reviewed periodically and is updated
  • Should prepare Key Performance Indicators. They should be shared with the management.
  • Prepare the BCP for the team and ensure that the BCP is tested periodically
  • Incidents if any have to be raised in the reporting tool within 48 hours
  • Ensure that the service review calls are attended. The packs for the same should be shared with the concerned team.
  • Ensure that the spoke is kept updated in case of any issues.


  • Ensure all teams are adhered to Quality of 100%
  • Ensure there is NO Financial impact/loss to the organization.


  • Manage Assistanr Managers, Senior Associates, AL1 and Associates on daily BAU and to take corrective measures/actions, if required. Updating required staff/team adequately on any changes/new events impacting BAU. Should be proactively escalating the BAU/Staff issues to Senior Manager.
  • Identifying the staff training requirement & ensure all the necessary training has been provided to the team members to perform the relevant tasks.
  • Conducting Daily Team huddles, Weekly Team meetings and regular one on ones with team.
  • Develop SMEs and ensure that, the Back-up management tool is in place for all the team members.

Risk Management:

  • Enforce 100% compliance of controls. If new controls need to be placed to ensure quality
  • Ensure procedures are in place to effectively deal with exceptions and that they are reviewed, researched, documented and resolved in a timely manner.
  • Identify the manual steps, process efficiencies & developments, by providing practical ideas on areas of improvements & work towards its automation.
  • Ensure to minimize the unplanned leaves, especially during business critical days, like month end, rollover days and migration of new funds.

Technical & Behavioral Competencies

Client Focus

  • Be pro-active in developing customer relations by understanding and responding to customer needs.
  • Strive continually for customer satisfaction.
  • Try to identify the real needs of the customer, including those not necessarily stated.
  • Deliver very high quality results.

Risk and cost awareness

  • Identify risks and promote risk-mitigation processes.
  • Identify potential cost-savings and promote cost-efficient processes while maintaining quality and risk controls.

Team Work

  • Work effectively with team members to accomplish goals.
  • Respect the needs of others and displays integrity in dealing with team members.
  • Ability to work under pressure.


  • Ability to communicate to others in a clear, articulate fashion.
  • Good written and oral communication skills.
  • Good listening and questioning ability.
  • Be able to express ideas effectively in individual and group situations.

Planning & Organising

  • Ability to plan work ahead and to prioritise workload.
  • Ability to work in an organised manner.
  • Must have an attention to detail.

Continuous Improvement and adaptation

  • Generate creative solutions to problems.
  • Always looks for ways to improve services and processes.
  • Be able to adapt to markets and clients evolution.

Specific Qualifications (if required)

Any graduate profile with excellent communication and analytical skills with relevant TA experience.

Skills Referential      

Behavioural Skills:

Communication skills - oral & written

Ability to collaborate / Teamwork


Attention to detail / rigor

Transversal Skills:

Ability to understand, explain and support change

Analytical Ability

Ability to develop and leverage networks

Ability to develop and adapt a process

Choose an item.

Education Level:

Bachelor Degree or equivalent

Experience Level

10 years

Other/Specific Qualifications (if required)

Primary Location: IN-TN-ChennaiJob Type: Standard / PermanentJob: OPERATION PROCESSINGEducation Level: Bachelor Degree or equivalent (>= 3 years)Experience Level: At least 10 yearsSchedule: Full-time Reference: TA 000101