Title Process Specialist - RE REG & TRANSFERS - GPS DELIVERY RE-REG & TRANSFERS GGN
Department Rereg & Transfers
Location Gurgaon, India
Reports To Team Lead/Assistant Manager
Level Garde 3
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Rereg & Transfers team and feel like you’re part of something bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About your team
The India Retail Operations team is responsible for tending to all investment matters relating to UK & Continental Europe clients.
Their roles include carrying out all instructions to invest, switch and redeem money accurately, swiftly and in full accordance with Fidelity's stringent regulatory requirements; and always working hard to provide excellent and efficient customer service to improve the Fidelity name. The function also caters to Reregistration and Transfers of units and cash. The team must ensure that the daily SLAs are met which may otherwise result into P&L and reputational impact for Fidelity. The team works on AAA related activities placing deals for the clients investing in the onshore product range.
About your role
Monitor and achieve service levels and ensure team completes operational tasks in accordance with defined procedures.
Drive Lean culture in the team.
Mindset focused on overseeing the transfer instruction from initiation to completion.
Monitor team’s performance viz. quality metrics, productivity, utilisation etc. Report on them along with performing periodic analysis.
Drive ‘first time right’ culture within the team and work closely with other teams to understand gaps and take timely actions.
Identify and explain the dependencies between various teams and understand both downstream & upstream impact of the process!
Processing the instructions e2e & helping the client with their journey
Understands and proactively mitigates the impact of risk.
Drive & deliver process improvements in response to customer feedback trends, process gaps / issues.
Should be able to manage process escalations on their own.
Ability to process large volatile volumes to deadlines, whilst maintaining high standards of accuracy
Strong attention to detail and excellent communication skills
Self – motivated and flexible with the ability to work in offshore shifts.
Work towards achieving the relevant competency model for the role.
Flexible to handle any ad-hoc business requirements.
Proactive approach to problem solving and service improvement.
Enhanced Communication: Explaining technical issues in client-friendly language.
Continuous Learning: Adapting to evolving systems and processes – growth mindset.
Risk Assessment: Identifying potential issues and making appropriate judgment calls.
Collaborative Problem-Solving: Working across functions to resolve complex cases.
Adapt swiftly to new systems and processes, embodying a growth mindset.
About you
· Should possess good understanding on Fidelity's services and products or should have Industry and competitor knowledge and how the same impacts the customer.
· A team player at both Management & Team levels with a positive approach to change management
· Should be competent to process seamless client e2e journey & raise any challenges.
· Strong communicator, able to represent the team effectively at all levels.
· Have the ability to analyse data confidently, identify trends and potential areas of concern.
· Possess sound understanding of Risks, control, and regulatory aspect of the process.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.