Hinduja Tech Limited

Operations

• Managing manual processing for transfers, trades, and cash movements that fall outside automated workflows.
• Reconciling unidentified deposits and resolving fee discrepancies.
• Monitoring and resolving platform exceptions - failed trades, failed cash movements, and more.
• Instructing client orders outside the scope of standard automated processes.
• Supporting complex pension drawdown cases, liaising with advisers and our platform provider.
• Managing client life event processes - Powers of Attorney, Pension Sharing Orders, bereavement cases.
• Managing ISA void, repair and cancellation processes.
• Working alongside the Adviser Success Team to investigate and resolve adviser queries end-to-end.
• Owning the resolution of operational issues rather than passing them on.
• Supporting the sales journey where appropriate with early technical guidance.
• Spotting inefficiencies and proposing fixes, we want your ideas.
• Feeding operational insight back to the product team to support platform development.
• Taking ownership of ad-hoc projects as the platform continues to scale.

Platform Operations Analyst

Business Development Rep

• Manage the end-to-end sales process for new clients as well as supporting existing customers
• Develop a strategic approach to increasing our presence in the region to ensure targets are achieved
• Run local events to target prospects and build relationships
• Provide sales and forecast reporting by product
• Become an expert on our Portfolios and Platform to build rich knowledge on how our product propositions can add value to Financial Adviser firms
• Ensure compliance with all appropriate regulations
• Support Business Development Consultants with advice and expertise
• Collaborate with your dedicated Adviser Success Manager to ensure a best-in-class service to existing clients, maximising inflow potential

Platform Operations Analyst

Business Development Manager