Senior Associate

Job Description

Title: Sr. Associate                              

Department: Retail Operations                                                           

Location: Bangalore

Reports To: Team Lead/Assistant Manager

Level : 2

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 team and feel like you’re part of something bigger.

Department Description

Platform Services as a function is responsible for ensuring the smooth processing of a Fidelity customer’s financial and non-financial instruction. There are seven departments in this function that are tasked to take care of various stages of the customer’s journey Which includes creating an account, placing a deal, correcting errors, reconciling customer assets, banking their payments, managing their pension (provident fund) or supporting FIL staff with automation (using robotic) of work using configurable process tools, workflow management, process design and process improvement (through six-sigma and lean reviews). A part of this department is also involved in creating Structure, governance and visibility of our process architecture.

Purpose of your role/ Primary responsibility

The role involves ensuring customer (both internal FIL staff and external FIL investors) instructions are dealt accurately and in timely manner. The specific set of duties will depend on which department an individual joins. The individual is required to liaise with various teams across locations to ensure priority work is completed on time and any potential issues are escalated in a timely manner to the Team Leader. Along with managing the daily work, the individual would also be required to pick up additional tasks and responsibilities efficiently including projects and small scale enhancements. The individual should demonstrate a high level of commitment to customer service improvement and also showcase Fidelity values.

We are looking for highly energetic individuals who are inquisitive with a creative bent of mind and who can challenge the status quo and identify new ways of working. In turn, we would provide an environment that allows them to lead this change with sponsorship from senior management. 

Additional Responsibilities

• Process customer instruction with in defined timeframe and quality parameter
• Escalate any potential issue in a timely manner and keep supervisor abreast of the situation
• Liaise with internal departments and external stakeholders to ensure priority work gets completed in time.
• Maintain confidentiality in handling client sensitive information

• Support additional activities within the team, e.g., preparation of team reports, etc.
• Apply Innovation in all spheres of work.eg; Identify process improvement opportunities to develop effective business solution 
• To gain regulatory knowledge and ensure knowledge is regularly updated and maintained across the team

• To understand the business problem – translate to optimum solutions and develop using configurable tools
• To understand business process and map the same using process modelling tools and concepts
• Monitoring and Support of implemented changes in production environment
• Support department projects and liaise with technical teams for optimum solutions
• Enhance team’s knowledge on product and services and hold workshops on the concluded projects
• Train and guide new joiners and help them meet the BAU criterion

Experience, Skills and Qualifications Required

• B.Com or an equivalent bachelor’s degree from a recognised university
• Excellent communication / presentation skill both written and verbal
• Strong analytical skills with attention to detail coupled with excellent English communication skills
• Excellent knowledge of Fidelity’s product and services
• Good computer skills with excellent knowledge of MS Word, Excel and Power Point
• The ability to understand complex issues, gather and analyse data into trends / results, structure problems and design solutions (essential for technical roles)
• Ability to remain highly motivated and focused towards the key performance measurements
• Adaptable to changing business needs – a team player with a flexible approach and the ability to multi-task
• Knowledge of Global financial markets (especially UK) and financial instruments, with focus on mutual funds will be an advantage

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.