Key Responsibilities
Perform customer account creation and account set-up activities in accordance with defined policies and procedures.
Review customer onboarding documentation and conduct credit evaluations using established risk assessment parameters.
Analyze customer credit reports, financial statements, and supporting documents to assess creditworthiness.
Handle inbound and outbound calls with customers
Recommend and review credit limits in line with company policies and risk management guidelines.
Coordinate with internal stakeholders, clients, and end customers to obtain required information and complete account set-up activities within agreed timelines.
Ensure compliance with regulatory, customer master data, and internal control requirements.
Maintain accuracy and completeness of customer records in relevant systems.
Support process improvements and contribute to service excellence initiatives.
Skill Requirements
Required Experience & Qualifications
Experience in Order-to-Cash (O2C), Banking Operations, Credit Evaluation, or Account Set-up processes.
Exposure to Customer Master Data Management, Customer Onboarding, KYC, and AML processes.
Experience in Credit Analysis, Account Opening, Financial Operations, or related functions is preferred.
Solid analytical, problem-solving, and decision-making skills.
Ability to interpret financial statements, credit reports, and customer documentation.
Handle inbound and outbound calls with customers
Excellent verbal and written communication skills.
Must Have Skill
Order-to-Cash
Positive to Have Skill
Other Requirements
📌 Specialist Chennai
🏢 HCLTech
📍 Chennai
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