Live Organization Values and Self discipline

• Demonstrates transparency and takes ownership for resolving problems
• Ensure 100% adherence to organization guidelines and procedures. (Zero Tolerance - Clear desk policy adherence, Transport NO Show, Timely Kronos updation, Workday handling).
• 100% adherence to compliance and control framework (review SOP, checklists, change management etc.)
• Timely updation and maintenance of error logs (both internal and external)
• Discuss on all errors within the team in the same month (peak periods) or fortnightly and address those with a proper action plan
• Make sure all the issues get addressed/escalated as per escalation matrix and client on timely basis.
• All issues identified during processing properly documented and updated in relevant MIS. - On same day in Tracker
• Demonstrate STATE STREET values in all engagements and work ethics.
• Demonstrate individual contribution to increasing the quality and productivity of daily operations by driving the OE Standards and Behaviors in your day to day processes
• Ensure Leave planning as per defined protocols i.e. minimal unplanned leaves including sick leaves.

Delivers Results and Drive Client values

• Meeting deadlines, revised deadlines set during urgent requirements also establishes an effective business plan that is aligned to broader business objectives
• Deliver an excellent service by meeting the monthly SLAs and other agreed STATE STREET targets. – 99.9% Accuracy and 98.5% on Timeliness. Stretch target – 100% on Accuracy and 100% on Timeliness.
• Ensure Monthly check ins are taking place with respective team lead or manager with score card. (Documented)
• All the communication and mails get addressed within reasonable time and are not left unattended. (other than open issues) – Response on same day and if received after working hours, within 2 hours from beginning of next working day
• Work on developing process & domain knowledge and providing superior advice and solutions.
• Ensure best practices are followed in the team to achieve desired output resulted in client delight.
• Please be advised to review and update Task Manager & Enlighten on timely basis, no deviation will be accepted.

Work as a Team

• Ensuring all exceptions are reviewed, chased and escalated if and when required.
• Proactive & effective communication with all stake holders on deliverables for the team.
• Maintain corporate ethics on floor with co-operative manner with other peers

Process Improvement Initiatives

• Identification of the process gaps and helps in implementing proper plan and control to ensure accurate valuation.
• Minimum 1 process enhancement initiative and its effective implementation in a year (Documented)
• Participate in team/process wide initiatives for process improvement
• Participate or lead in at least one initiatives of knowledge sharing

Training and Development

• Understanding of all the activities of assigned funds/client by end of Sept 2020 (or within 3 months of joining) with more than 90% competency level.
• Mandatory/Compliance Training – 100% to be completed within a week of notification or as specified.

Stretch Role -: Assisting FLM in supervising all team deliverables. Providing technical support and coaching to team members. Client and Investment Manager query resolution. Management of staff within team