Job Overview

Job Location Bangalore (Hybrid)

Reporting to Senior Manager Operations
Key Responsibilities
- Handling customer/internal queries (transaction status, account statements etc)
- Handling execution of investments and related transactions for clients
- Taking ownership of customers issues and following problems through to resolution
- Vendor management
- Processing of application forms for mutual funds, insurance and other transactions (scrutinizing, scanning, data entry, dispatching for processing) everyday within deadlines
- Maintain 100% system adherence by monitoring and tracking various TATs and SLAs defined at each customer interaction point
- Reconciling all transactions daily
- MIS Management
Qualifications
- Graduate/ Postgraduate in any discipline
- Minimum 3 5 years of industry experience
Required Skills
- Excellent communication, interpersonal and listening skills




- Good analytical skills
- Proficient in MS Excel
- Exposure to dashboard management is a plus
- High attention to detail and proven ability to manage multiple, competing priorities simultaneously
- Proven customer service experience
- Robust entrepreneurial drive
- Exhibit a deep sense of responsibility and ownership and operate independently, flexibly and proactively
- Ability to engage with people and build deep and high-quality relationships

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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