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
Positive 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.
📌 Senior Executive Bengaluru (India)
🏢 PeakAlpha
📍 India
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