Responsibilities:

Key Responsibilities:

- Prioritize and process daily work to meet customer service goals.
- Communicate in writing with customers regarding outstanding requirements and routine work.
- Implement problem-solving techniques to ensure efficient processing while servicing the policies.
- Follow internal procedures to accurately detail the workflow management system.
- Inform leaders of the challenges while working on customer requests or potential problems.
- Validate the accuracy of plans/policies while processing tasks.
- Maintain a comprehensive knowledge of our record-keeping system.
- Build a practical understanding of the tasks we manage.
- Perform other job-related duties and special projects as required.
- Promote team development through shared knowledge and information with team members in resolving unusual or difficult situations.
- Adherence to Compliance, Information Security, Internal, and External statutory and regulatory requirements.
- Perform assigned work accurately to meet or exceed quality expectations, resulting in increased client happiness and profitability for PFG.




- Develop partnerships among peers and those supported to increase ownership of work and sustain an productive process.
- Compliance with GCH policies and flexibility as per business needs.

Shift Flexibility Requirement

Candidates should be flexible to work in both shifts:

- Afternoon Shift: 1:30 PM to 10:30 PM IST
- Evening/Night Shift: 5:30/6:30 PM IST to 2:30/3:30 AM IST

Training Period

- Duration: 3 to 6 months
- Shift: 1:30 PM to 10:30 PM IST
- Work Model: 5 days a week from the office during training

Qualifications:
- MBA or Graduate Bachelor's degree (any stream).
- Additional Information:
- Strong understanding of the Finance Domain and Industry with over 2 years of experience.
- Strong problem-solving skills and the ability to embrace change.
- Proven ability to build positive relationships and get results.
- Critical thinking and sound business decision-making skills.
- Ability to lead and cultivate talent within the team.

📌 Process Specialist (Pune)
🏢 Principal Global Services
📍 Pune