Senior Process Executive
Skills
About the role
Job Description:
Wealth Management and Financial Services industry
Banking products including Mutual Funds Insurance Retirement Plans and Investment Accounts
Customer onboarding account maintenance and operational risk management
Service delivery and quality management frameworks
Key Responsibilities:
Review and analyze requests related to InvestorLine account setup maintenance and service
Conduct detailed verification of customer information and supporting documents
Research and resolve discrepancies by coordinating with internal stakeholders
Follow established SOPs compliance requirements and operational guidelines
Deliver high quality outcomes within defined SLAs and turnaround times
Proactively identify and escalate risks issues or exceptions
Meet service level agreements SLAs and operational targets
Contribute toward achieving team KPIs productivity and customer satisfaction goals
Deliver excellent customer service through effective communication
Additional Responsibilities:
Graduate Postgraduate Commerce Finance Banking Business Administration Economics or related disciplines
Strong analytical and problem solving ability
Good verbal and written communication skills
Basic knowledge of MS Office Excel Word Outlook
High attention to detail and accuracy
Ability to work in a fast paced process driven environment
Preferred Skills:
India Banking->Consumer Banking, Mortgage, Lending Operations, Commercial Banking
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