Sincere Honest and passionate individual
Provides a broad range of products and services in the areas of Transfer Agency, lead various functions like custody, accounting and investor services, Client mutual funds.
Serve the customers who are institutions, corporations, and high-net-worth individuals, as well as Consultants and Advisors (Broker Dealer).
Lead various teams in the organization - Sub Accounting Reconciliation, Financial
Control, Quality Team, Rufus Dealing, and Transfer of Assets
Constant conversation with US Clients
Responsible to do the Volume trending, AHT calculation, FTE Calculation, Creating Statement of work, Productivity, Accuracy reporting, Headcount reporting, Key Risk Indicator for the Team