KEY PERFORMANCE AREAS:
Processing & validating client onboarding, account opening & various types of maintenance requests on client accounts for the private banking clients.
Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types.
Handling all miscellaneous requests related to the process & assist the team with research & investigation as required.
Ability to review the SOPs of the process & incorporate the necessary changes/updates as required. Updation of other process related information (eg. Procedural changes, Errors, MIS reports). Sharing the updates/changes made effectively with the team.
Effective transfer of knowledge & new learnings encountered in the process with the team.
Good on MIS & Reporting requirements.
100 % adherence to procedures to ensure that there is not bad client experience.
Ensure adherence to operational procedures to complete task in an accurate and timely manner.
To provide processing support for effective and efficient process delivery.
Maintain optimal Productivity & Accuracy levels as defined for the process.
Ensure timely follow-ups on the pending/ageing requests, if any.
Ensure that all requests are completed before cutoff and there is no SLA miss.
Capture the details of the requests processed on a daily basis for the MIS/Reporting purposes.
Qualification*Any Graduate, Any Post-graduate
Experience*1 Year- 5 Years
Salary*Best in Industry