Refteck is looking for experienced and detail-oriented Operations Associates for its Baroda office. The ideal candidate should have strong computer proficiency, excellent English communication and professional email-writing skills, along with the ability to independently manage operational activities, documentation, client coordination and internal branch communication.
The candidate should demonstrate ownership, attention to detail, the ability to manage multiple tasks and a commitment to completing assignments within defined timelines.
Key Responsibilities
1. Offer Preparation & Documentation
- Prepare, review and upload offers as per client and internal requirements.
- Ensure accuracy and completeness of documentation.
- Maintain proper records and track offer submissions.
2. WIP Preparation & Monitoring
- Prepare and maintain Work-in-Progress (WIP) reports.
- Monitor ongoing assignments and track their progress.
- Follow up with relevant stakeholders on pending activities and ensure timely closure.
- Provide regular status updates to the concerned teams.
3. Customer Portal Management
- Handle various customer portals for uploading documents, updating information and tracking operational activities.
- Ensure timely updates and accuracy of information across portals.
- Monitor pending submissions and address portal-related requirements.
4. Client & Branch Coordination
- Communicate with clients through professional emails and other appropriate channels.
- Coordinate with different branches to ensure smooth execution of operational activities.
- Follow up on pending information, documentation and deliverables.
- Escalate operational issues wherever necessary.
5. Operational Support & Process Management
- Manage day-to-day operational activities and assigned tasks.
- Maintain accurate records, trackers and operational reports.
- Support team members in achieving operational targets.
- Ensure adherence to defined processes, quality standards and timelines.
Requirements & Skills
- Minimum 2 years of relevant industry experience, preferably in operations, backend processing or documentation.
- Excellent English communication skills, both verbal and written.
- Strong professional email-drafting and correspondence skills.
- Valuable working knowledge of MS Office, particularly MS Excel.
- Experience in handling online customer portals and documentation processes.
- Strong coordination and client-handling capabilities.
- Ability to manage multiple assignments and meet deadlines.
- High attention to detail and accuracy.
- Good problem-solving, follow-up and organizational skills.
- Ability to learn new systems and adapt to changing processes.
- A collaborative approach with the ability to work independently and as part of a team.
Desired Candidate Profile: A proactive and responsible individual who can take ownership of operational activities, maintain accuracy, communicate professionally and ensure timely execution of assigned tasks.