CA Representative

Job Description

Your Role

• Analyze, research, and process client requests in accordance with established procedures, utilizing internal resources and multiple systems to ensure accuracy, quality, and timely completion of work.
• Evaluate inquiries, exceptions, rejected transactions, and service-related issues to determine priority, urgency, and appropriate resolution while exercising sound judgment and decision-making.
• Conduct account research, process financial and non-financial transactions, and coordinate with internal teams as needed to resolve requests accurately and within established service standards.
• Assess client requests, interpret procedural guidelines, and determine appropriate processing actions while ensuring adherence to departmental policies, controls, and service standards.
• Take ownership and accountability for assigned work, proactively escalating critical issues, risks, or concerns when appropriate.
• Monitor and maintain quality, productivity, efficiency, and turnaround standards established by the department, while continuously incorporating feedback to improve performance and reduce errors.
• Document inquiries, complaints, resolutions, and communication activities accurately and thoroughly in accordance with recordkeeping and compliance requirements.
• Initiate outbound communications, where required, to obtain information, clarify requests, or facilitate issue resolution, ensuring all interactions are appropriately documented.
• Contribute to team goals, operational excellence initiatives, process improvements, daily team forums, and departmental projects that enhance service delivery and efficiency.
• Maintain and enhance subject matter expertise through ongoing learning, training, and cross-skilling opportunities to support evolving business and client needs.
• Collaborate effectively with team members, management, trainers, coordinators, onshore partners, and other business areas to support operational objectives and deliver a high-quality client experience.
• Perform other duties and responsibilities as assigned.

What we look for

• Basic understanding of the mutual fund industry and mutual fund terminology.
• Financial services knowledge.
• 1-2 years of work experience from a similar industry, customer service environment, or transaction processing.

Skills

• Strong communication skills.
• Ability to grasp new concepts quickly and take ownership of self-development.
• Experience handling customer requests and processing financial and non-financial transactions on behalf of internal clients.
• Ability to make quick decisions, establish priorities, and focus on detailed information under pressure.
• Strong reasoning and problem-solving skills.
• Ability to follow departmental policies and procedures as updated from time to time.
• Ability to work effectively independently in a team environment with minimal supervision.
• Proficiency with keyboarding and computer fundamentals in a Windows environment.
• Basic mathematical skills.

Academic Requirements

• Postgraduate degree or MBA in Finance preferred.
• Minimum 50% or equivalent CGPA/CQPI throughout 10th, 12th or Diploma, and undergraduate studies.

The above information is intended to describe the general nature and level of work performed by employees in this role. It is not intended to be a comprehensive inventory of all duties, responsibilities, or qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Job Information

• Full Time

Worker Type

• Employee

Job Exempt

• No

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