About the role

ProElevate by ProGrowth Marketing Services (www.proelevate.ai) is an AI and growth services firm working with US clients across financial services, insurance, and banking domains. We are expanding our Bangalore operations team.

You will handle customer operations for a US financial services program—insurance document processing, document verification, data processing, and client correspondence—working with our AI-assisted processing system.

What you will do

- Handle inbound requests from US clients and move them to completion within turnaround times
- Process insurance and financial documents, verifying every detail—dates, names, amounts, signatures—before anything goes out
- Flag expired, missing, or mismatched documents early
- Keep CRM and records accurate and up-to-date
- Write clear, professional emails to US clients

What we are looking for

- Excellent written and spoken English
- Bachelor's degree, preferably in commerce, finance,



or a related field (B.Com, BBA, economics, or similar)
- 2+ years in customer support or operations with a US-based financial services firm (insurance, banking, lending, or a captive/BPO serving US financial clients)
- Strong interest in financial services as a career
- High attention to detail and accuracy under deadlines
- Comfortable working with AI tools and up-to-date software

Working arrangements

- Monday to Friday, 1:00 PM – 10:00 PM IST
- Onsite at our HSR Layout office, Bangalore
- Full training on the domain and workflow provided
- Excellent benefits, including insurance, paid leave, and transportation perks

Pay: ₹700,000.00 - ₹900,000.00 per year

Benefits:

- Commuter assistance
- Health insurance
- Leave encashment
- Paid time off

Work Location: In person

📌 Customer Support Representative : Financial Services Operations (Bengaluru)
🏢 Progrowth Marketing Services Private
📍 Bengaluru