Key Responsibilities:

• Investor Account Management: Approve investor trading accounts, including opening, closing (eKYC/KYC), and updating information in TA/DA systems.
• Transaction Oversight: Review and approve daily transactions
• System Configuration: Set up, modify, and terminate DA, pension schemes, and fee/tax calculation rules in the TA system as required.
• Process Improvement: Continuously review and refine existing TA processes to align with industry best practices.
• Project Participation: Engage in the development and implementation of TA/TPA (Third Party Administration) systems and trading portals.
• Reporting: Prepare and deliver reports for management, including account activity and fund position summaries.
• Stakeholder Management: Address queries from internal and external stakeholders regarding TA matters promptly and professionally.
• Regulatory Compliance: Stay updated on TA software, policies, and procedures to ensure alignment with regulatory requirements.

Cross-Functional Activities:

• System Testing & Operational Initiatives: Participate in system testing and contribute to various operational initiatives across the organization.
• Relationship Management: Maintain strong working relationships with business partners, including VSDC, Custodian Banks, and third-party distribution agents.