- MO Claims
Job Title:
Senior Associate
Date:
Department:
MO - Trade Support - Claims
Location:
Chennai
Business Line / Function:
IFSO
Reports to:
(Direct)
AM Lead
Grade:
(if applicable)
Senior Associate
(Functional)
Number of Direct Reports:
Directorship / Registration:
Position Purpose
The purpose of the role is to manage claims process and provide a support function for Manager on reporting and client communication and provide the Administrator with an escalation support.
Responsibilities
Direct Responsibilities
Investigating Claims using Tradeflow, Aladdin and Intellimatch applications.
Cash Break Management and Control
Ensuring all Broker and Custodian relationships are managed effectively
Ability to priorities and understand the market risk
Ensuring compliance with agreed control framework
Quality check and validation of Administrator input
Demonstrate technical understanding in their role
Work within a team environment
Escalation Management
Spoke and Stake holders management
Support Manager as necessary and agreed
Client reporting preparation/execution/explanation related to claims
Wider market knowledge on all the segments related to trade managements
Proactive controls over the claims compensation process.
Market guidelines knowledge over - ISITC, TMPG and CSDR practices
Contributing Responsibilities
Working with Custodians and Brokers to resolve claim.
Working with the Client.
Clearing Cash Breaks.
Working together as a Team to achieve the same Goals.
Trade management and settlement knowledge over all listed products
Technical & Behavioral Competencies
Microsoft Office (Excel, Word, Internet)
Knowledge of financial markets
Knowledge of products (Equities, FX, Money Markets etc)
Knowledge on Settlements process of Equities, FX, Money Markets etc
Client Focus
Maximizing Team Performance
Managing Self & Others
Personal Effectiveness & Impact
Positive Behaviors
Improvement & Innovation
Commitment & Accountability
Commercial Focus
Quality of investigation and reporting
Accurate Analysis over the root cause of claim
Specific Qualifications (if required)
Skills Referential
Behavioural Skills: (Please select up to 4 skills)
Ability to collaborate / Teamwork
Ability to deliver / Results driven
Client focused
Creativity & Innovation / Problem solving
Transversal Skills: (Please select up to 5 skills)
Analytical Ability
Ability to understand, explain and support change
Ability to inspire others & generate people's commitment
Ability to develop others & improve their skills
Ability to develop and leverage networks
Education Level:
Bachelor Degree or equivalent
Experience Level
At least 3 years
Other/Specific Qualifications (if required)
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