CA Representative

CA Representative

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

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.
• Ability to contribute to team and process improvement initiatives, including daily MDIs and departmental projects.
• 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 learn from feedback and apply new learning to improve work quality and reduce errors.
• 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.
• Ability to manage multiple priorities and deliver high-quality work within established deadlines.
• 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.

 

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).  

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

• Competitive Compensation 
• Flexible, Hybrid Work 
• 30 days’ Annual Leave + Public Holidays 
• Life Insurance 
• Retirement Planning 
• Group Personal Accident Insurance 
• Medical Insurance for Employee and Family 
• Annual Health Check-up 
• 26 weeks Maternity Leave 
• Paternal Leave 
• Adoption Leave 
• Near site Childcare Facility 
• Employee Assistance Program 
• Study Support 
• Employee Stock Purchase Plan 
• ESG Commitments and Goals 
• Business Resource Groups 
• Career Development Programs 
• Mentoring Programs 
• Invesco Cares 
• Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco: https://www.invesco.com/corporate/en/home.html 

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html 

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html 

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html 

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/ 

Experience Level

Mid Level