Job Description: Reviewing documents to determine type of request(s) and process them as per set guidelines - Requests involve Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, Roth conversion etc. and received through faxes, web submissions, mail, Contact Center requests, etc. - All transactions to be processed as per Security and Exchange Commissions (SEC) guidelines and redirect documents to appropriate operational area as needed - Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations - Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement - Identify and capitalize on best practices to ensure consistency and optimal performance in a team based environment - Active participation in ongoing development of self - Continue to build additional knowledge and understanding of the client’s business - Perform other duties as needed - Responsibilities: Reviewing documents to determine type of request(s)



and process them as per set guidelines - Requests involve Surrenders (Partial and Full), Systematic withdrawal, 1035 Exchange, Transfer/Rollovers, Free Look, Roth conversion etc. and received through faxes, web submissions, mail, Contact Center requests, etc. - All transactions to be processed as per Security and Exchange Commissions (SEC) guidelines and redirect documents to appropriate operational area as needed - Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations - Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement - Identify and capitalize on best practices to ensure consistency and optimal performance in a team based setting - Active participation in ongoing development of self - Continue to build additional knowledge and understanding of the client’s business - Perform other duties as needed - Qualifications: Bachelor’s degree and Computer literacy

📌 Associate (Noida)
🏢 EXL Service
📍 Noida