NATA Trainee
Location
Hyderabad, Telangana, India
Work type
Hybrid
Employment
Full Time
Experience
0-1 years
Compensation
Compensation not disclosed
Posted
9h ago
Summary and responsibilities
Role overview
Summary
The NATA Trainee will actively participate in process training, assess client requests, and ensure adherence to departmental policies and procedures. This role involves taking ownership of assigned work, collaborating with team members, and continuously improving quality and efficiency.
Your Role
Actively participate in process training to gain subject matter expertise and proactively seek clarification when required.
Assess client requests, refer to departmental guides, research applicable procedures, and determine appropriate processing steps.
Follow departmental policies and procedures while completing assigned work.
Take complete ownership and accountability for assigned work, keeping management informed of critical matters while acting in the client's best interest.
Adhere to and exceed quality, productivity, and efficiency metrics defined by the department.
Continuously learn from feedback and apply improvements to enhance quality and reduce errors.
Upskill on newer work types as scheduled and embrace ongoing development opportunities.
Work collaboratively with team members, management, trainers, coordinators, and onshore partners.
Contribute constructively to team goals, daily MDIs, process improvement initiatives, and departmental projects.
Actively participate in team and department initiatives and support a culture of continuous improvement.
What we look for
Basic understanding of the mutual fund industry and mutual fund terminology is a plus.
Financial services knowledge good to have.
Work experience/knowledge in customer service environment is added advantage.
Skills
Strong communication skills.
Ability to grasp new concepts quickly and take ownership of self-development.
Ability to make quick decisions, establish priorities, and focus on detailed information under pressure.
Strong reasoning and problem-solving skills.
Ability to work effectively 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
MBA Finance (2025 & 2026 Batch)
50% or equivalent CGPA/CQPI throughout 10th, 12th or Diploma, UG course
What’s in it for you?
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
Updated 9h ago
Candidate fit
Skills and qualifications
Additional skills
Experience
0-1 years
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
Compensation not disclosed
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
Context on the employer
Company snapshot
Company
Invesco
Team size
Growing team
Location
Hyderabad, Telangana, India
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.
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NATA Trainee
Hyderabad, Telangana, India • Full Time