ManagerRetail Operations

Job Description

About the opportunityTitle: Manager - Retail OperationsDepartment: Re-Registration & TransfersLocation: NoidaReports To: Sr. Manager/Associate DirectorJob Type: PermanentAbout Fidelity InternationalFidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.Find out more about what we do, our history, and how you could be a part of our future at www.fidelityrecruitment.com/about-usOur ValuesAll of our people must be able to demonstrate affinity with the Fidelity core values:Innovation Being willing to experiment and try new and better ways to serve our clients.Integrity Taking personal responsibility for always acting in the best interests of our clients.Excellence Striving to be the best while knowing we can always be better next time.Our BehavioursAll of our people must be able to operate in accordance with our behaviours:Commitment We are committed to our clients and proud to work for Fidelity. We push through obstacles to make things happen; we make decisions quickly and thoughtfully. We are individually committed to building a culture of excellence.Collaboration We collaborate with colleagues, seek alternative views, invite different ideas and always challenge traditional thinking. This approach allows us to create a whole that is much greater than the sum of its parts.Client Focus We are expected to, and measured on, our ability to put our client first. We go the extra mile to understand their needs and strive to exceed their expectations. We listen carefully, we communicate clearly, and we re quick to respond. We re respectful of the trust placed in us to manage their money.Department DescriptionThe Re-Registration and Transfers team are responsible for the processes relating to the consolidation of client holdings to Fidelity or the processing of instructions where clients are moving holdings away from Fidelity. This is achieved either through re-registration, where units are moved, or by transfer where cash is moved between providers. As a result of industry changes, and significant customer and media interest in re-registration and transfers, these processes carry a high profile.The customer journeys for re-registration and transfers are managed by teams based in the UK, however the majority of the core processing activity is undertaken by India based service teams. Multiple products and wrappers are supported, including SIPPs, ISAs and JISAs, and the teams are responsible for the transfer of a wide range of funds and exchange traded assets. The UK teams have specific responsibility for managing more manual and complex transfer types, as well as for case managing transfer requests through to completion. These processes are heavily regulated by external bodies such as the FCA, HMRC, and TPR.Key Responsibilities

• To ensure the team completes all daily operational tasks in accordance with defined procedures
• To review, recommend and implement new methods and procedures to make daily operations more efficient
• To work closely with business partners to prioritize issues and ensure these are dealt with quickly and efficiently
• To build and maintain effective working relationships both internally and externally
• To maintain and co-ordinate DR plans
• To ensure individual development through effective delegation and empowerment, performance assessment and feedback
• To ensure appropriate staffing levels are maintained to meet operational and project requirements
• To manage the resolution of any resource issues
• To apply knowledge, experience and judgement to activities
• To interact with stakeholders at equivalent level to deal with both escalated issues and less routine matters
• To set team goals and provide input to the wider department and business goals
• To be responsible for taking Human Resource actions, e.g., recruitment, appraisal, termination and salary and bonus reviews.
• To develop Service Level Agreements with key internal contacts to define operational standards between the groups
• To manage all Compliance and Audit reviews to the operations / administration department
• To be able to establish & maintain a high level of customer service to both internal and external customers
• To assist the team in the resolution of operational queries and act as the first point of contact for senior stakeholders
• To establish and maintain relationships with counterparts in the Gurgaon, Noida and UK offices to ensure regular communication is maintained
• Write Risk events & 24hr reporting, track events & actions for timely closure. Manage audit points
• Identify & lead initiatives for Retail Ops/Platform service levels
• To understand and comply with Fidelity rules including the Code of Ethics, Information Policy, Data Protection Act guidelines & Treating Customers Fairly.Experience and Qualifications Required
• Ability to plan and organize when faced with multiple tasks
• Competent communicator both formally and informally
• A confident leader able to make decisions consistent with Fidelity s core beliefs
• Ability to motivate the team to remain positive despite difficulties, disappointments or when under pressure.
• Ability to generate enthusiasm
• Proactive in problem solving
• Responsible and accountable
• Flexible working approach
• Work well under pressure. Can prioritize and organize
• Accuracy and attention to detail
• Regulatory knowledge would be an advantage
• Excellent facilitation and presentation skills.
• Delegation skills
• Minimum of 5-7 years management experience
• T&C captured role

About youAbout Fidelity InternationalFidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.Find out more about what we do, our history, and how you could be part of our future at:www.fidelityrecruitment.com/about-usApplying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.,

Keyskills :
operationscommunicationfficeskills