Associate Deal Desk Specialist

Please note that the available shift start times are 4:30 AM, 6:30 AM, and 5:30 PM.

Role Summary

The Associate Deal Desk Specialist focuses on processing customer transactions efficiently, with high data entry accuracy, supporting sales and treasury partners ensuring a prompt, smooth end-to-end customer experience, whilst following established processes, tools, and regulatory controls. Working with limited guidance, the associate uses operational knowledge and sound judgment to execute well-defined transaction requests, escalating complex or sensitive activity to senior team members and their supervisor with explicit supporting detail.

Core Responsibilities – Deal Processing & Customer Support
Enter customer transactions received via email and from internal cases efficiently and accurately within agreed procedures
Works directly with customers via the internal case management system to communicate with the customer as required
Coordinate with Customer Care where appropriate




Handle customer enquiries and transaction-related requests across email and internal case channels in a rapid-paced workplace within agree service levels
Communicate clearly and professionally with internal and external customers
Escalate out-of-scope, complex, or sensitive transactions in line with defined procedures, providing clear supporting detail
Drive timely resolution and positive end-to-end customer experience within agreed service levels
Maintain accurate transaction records and case documentation to support auditability, quality assurance, and follow-up actions

Administration & Process Management
Manages case queues to ensure SLA/KPIs are met
Standard reporting
Apply established procedures and controls consistently to ensure regulatory, legal, and compliance requirements are met
Identify and raise reoccurring friction or process improvement opportunities to senior team members or leadership
Use structured problem-solving appro

📌 Associate Deal Desk Specialist Pune
🏢 Convera
📍 Pune