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1.0 - 5.0 years
0 Lacs
chennai, tamil nadu
On-site
As a Quality Auditing Associate at Accenture, you will be responsible for managing various customer requests and queries from law agencies and third-party firms. Your duties will include performing customer account reviews, transaction hold placements, extraction of account summaries, and communications to law firms, customers, and agencies. You will review dispute claims to determine the authenticity of card chargeback claims and honor the requests as per regulation E. You should possess strong written and verbal communication skills and have adequate knowledge in reviewing and validating various customer account types and requests received through various communication modes of the bank. Your role will involve blocking funds, reviewing customer transactions, performing account maintenance requests, modifying customer details, extracting customer account details, card closure, and account reconciliation. It is essential to ensure that all communications are monitored and shared with various sources such as law firms, US agencies, Treasury, and third-party firms. You must validate customer details using various tools and provide adequate solutions. It is crucial to complete day-to-day tasks within agreed timelines and quality as per defined SLA. Flexibility to work in any shift as per business requirements is required, and understanding all process SOPs to meet client expectations is essential. Tracking all pending or outstanding customer requests with specific timelines defined for each process is part of your responsibilities. Confidence and ability to interact during client connects and create solutions for a proactive approach are desired qualities. Having good knowledge and understanding of various banking domain products, banking terminology, and fraud risk management is necessary. Being flexible with shifts and willing to extend shift timings during the transition phase is expected. The work location for this role is in Chennai, and it requires working from the office only. As a Quality Auditing Associate, you will solve routine problems largely through precedent and referral to general guidelines. Your interactions will primarily be within your own team and with your direct supervisor. Detailed to a moderate level of instruction will be provided on daily work tasks, and detailed instruction on new assignments. The decisions you make will impact your own work, and you will be an individual contributor as part of a team with a predetermined, focused scope of work. Please note that this role may require you to work in rotational shifts. If you are seeking a challenging role that involves managing customer requests, ensuring regulatory compliance, and contributing to the efficient operation of retail banking card operations, this position at Accenture might be the right fit for you.,
Posted 1 day ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
As a full-time employee at FIS, you will play a crucial role in providing exceptional customer service as a telephonic concierge and primary point of contact for high-value customers of financial institutions. Your responsibilities will include addressing inquiries and performing account maintenance on deposits and money market accounts. You will collaborate with internal and external clients and various departments to resolve issues, fulfill customer requests, and respond to inquiries. Following up on escalated matters and closing service tickets promptly will be part of your routine. You will engage with clients to determine their current and future needs, discussing progress towards solutions and ensuring service expectations are met. Additionally, you will conduct banking transactions, identify opportunities to market bank products tailored to each caller's requirements, and maintain an up-to-date knowledge of available products and services. Educating new and existing customers on financial offerings, providing referrals for additional services, and participating in client loyalty processes will be essential aspects of your role. Your role may involve participating in business reviews to understand clients" strategic direction and gain insights into product and service offerings. Knowledge of FISTA and WFM is advantageous, and you should be comfortable working night shifts and possess excellent communication, interpersonal skills, and a global mindset. Collaborating effectively with global and other teams, being detail-oriented, respecting deadlines, and ensuring accuracy in all tasks assigned are key attributes for success in this position. At FIS, we offer you a career that goes beyond a job, providing opportunities to shape the future of fintech. You will have a voice in the evolution of the industry, continuous learning and development opportunities, a collaborative work environment, chances to contribute back to the community, as well as competitive salary and benefits. Your commitment to privacy and security of personal information, adherence to high standards of work quality, and dedication to customer satisfaction will be pivotal in this role.,
Posted 1 day ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
As a Sales Coverage Support Analyst at Deutsche Bank in Mumbai, India, you will play a crucial role in the Private Banking client service team. Your responsibilities will include partnering with coverage to drive key business initiatives and activities, ensuring adherence to risk & control governance frameworks, and reviewing processes to enhance controls. You will be involved in supporting PB EM client service by collating, preparing, reviewing reports, and ensuring accurate submissions in a timely manner. You will provide day-to-day client servicing for both external and internal clients, resolving discrepancies, processing transactions, and responding to inquiries promptly. Additionally, you will facilitate client-directed transactions, prepare reports, maintain files, and assist with account opening. Adhering to regulatory policies, you will ensure proper documentation for wire requests and manage term sheets and factsheets. To excel in this role, you should be a university graduate with 2-3 years of relevant experience, ideally in risk/compliance/control functions in Private Banking/Wealth Management. You should be a keen learner, quick adapter of change, and a team player with good communication and interpersonal skills. Training and development opportunities will be provided to support your career growth, along with coaching from experts in your team. Deutsche Bank offers a positive, fair, and inclusive work environment where employees are empowered to excel together. If you are looking to join a collaborative team that values continuous learning and celebrates success, we encourage you to apply for the Sales Coverage Support Analyst position. For more information about Deutsche Bank and our values, please visit our company website at https://www.db.com/company/company.htm. We are committed to promoting diversity, inclusivity, and a culture of excellence within the Deutsche Bank Group.,
Posted 2 days ago
5.0 - 9.0 years
0 Lacs
delhi
On-site
The Website & Digital Media Manager position at Tulips offers a unique opportunity for a proactive and creative individual to enhance the organization's online presence and drive digital marketing initiatives. As a leading organization in the personal hygiene sector specializing in cotton-based products in India, Tulips has established a strong reputation for its value-for-money approach and efforts to make its products available in all retail formats over the past 10 years. In this role, you will be responsible for the strategic planning, management, and optimization of the company's website, as well as overseeing digital media campaigns. The ideal candidate is a passionate, curious, creative, and data-driven marketer with at least 5 years of hands-on experience in brand marketing, content creation, performance analysis, and website management. Collaboration with various teams to align digital efforts with organizational goals and ensure a high-quality user experience is essential. Key Responsibilities: **Website Management:** - Lead the planning, implementation, management, monitoring, and upgrading of the website. - Work closely with agencies and management to align website content and design with brand strategy and organizational standards. - Conduct regular test plans and performance evaluations to ensure website quality, efficiency, and user experience. - Create and execute strategies to grow subscriber bases and improve web traffic metrics. - Stay updated on industry best practices and monitor competitor websites for enhancement opportunities. - Experience working on Wix/Shopify platforms. **Digital Media Campaign Management:** - Manage the creation and launch of digital advertising campaigns across various platforms. - Monitor campaign performance, analyze results, and develop strategies for conversion optimization. - Perform account maintenance duties, monitor pacing, and ensure campaigns meet budget allocations. - Provide regular updates on campaign status. Qualifications: - Bachelor's degree in Marketing, Communications, or a related field. - Proven experience in website management and digital media campaign execution. - Strong understanding of digital marketing tools and analytics platforms (e.g., Google Analytics). - Excellent problem-solving, analytical, and communication skills. - Creative mindset with keen attention to detail. - Ability to work collaboratively and independently in a fast-paced environment. What We Offer: - Competitive salary and benefits package. - Opportunities for professional growth and development. - A chance to build and shape the brand's digital presence from the front seat. - A dynamic and innovative work environment. How to Apply: Interested candidates should submit their resume, cover letter, and a portfolio of relevant work to backoffice5@suparshva.in. Please include Website & Digital Media Manager in the subject line.,
Posted 2 days ago
7.0 - 11.0 years
0 Lacs
pune, maharashtra
On-site
The Client Service Officer role is a developing professional position where you will apply your specialty area knowledge to monitor, assess, analyze, and evaluate processes and data. You will be responsible for identifying policy gaps, formulating policies, interpreting data, making recommendations, researching and interpreting information, and defining business issues. Your role will involve integrating established disciplinary knowledge within your specialty area with a basic understanding of related industry practices. You will develop a working knowledge of industry practices and standards with a limited but direct impact on the business through the quality of the tasks/services provided, which is restricted to your own team. As a Client Service Officer, your key responsibilities will include delivering Custody Services to internal and external institutional clients for EMEA/US Markets, demonstrating product knowledge of various instruments of Securities Markets, managing and executing client transactions, ensuring transactions are completed within audit and compliance standards as well as timely, taking ownership of client investigations, coordinating account maintenance for all products, enforcing banking policies and procedures, arranging and participating in client calls, identifying and documenting new business opportunities for referral to product specialists, and participating in service-related process improvements through the proficient use of Citi applications. To be successful in this role, you should have 7-9 years of relevant experience, preferably in a Client Services role in Custody Settlements, experience in the capital markets domain with front-to-back knowledge, flexibility to work in shifts, be a self-starter and a strong team player, demonstrate clear and concise written and verbal communication skills, have the ability to multi-task with strong organizational and time management skills, problem-solving skills, analytical skills with attention to detail, client-facing experience, a strong background and interest in the fields of operations and compliance, and previous experience & knowledge of investments, banking, and custody products. A Bachelor's/University degree or equivalent experience is required. This job description provides a high-level overview of the types of work performed, and other job-related duties may be assigned as required. Citigroup's EEO Policy Statement and the Know Your Rights poster apply to all job opportunities. For individuals with disabilities requiring accommodations to use search tools and/or apply for career opportunities, review the Accessibility at Citi guidelines.,
Posted 2 days ago
2.0 - 7.0 years
5 - 10 Lacs
Hyderabad
Work from Office
Role & responsibilities Preferred candidate profile
Posted 3 days ago
1.0 - 2.0 years
2 - 3 Lacs
Hyderabad
Work from Office
Hiring for Customer support (Banking Voice process ) || 3.5 Lpa || Eligibility Criteria :- 1 yr exp into Customer care ( Preferred Banking process experience ) Education Qualification : Graduation Package :- upto 3.5 Lpa ( hike based on last ctc ) + travel allowances 5 days working - Rotational shifts Location :- Hyd Work From Office 1 way cab Notice Period :- Preferred Immediate Joiners Interview Mode : Walk- in Interview rounds : HR , Assessment , Ops Interested candidates can share your updated resume to HR Priyanka - 90301 68276(share resume via WhatsApp ) Mail id: priyankam.axisservices@gmail.com Refer your friend's / Colleagues
Posted 3 days ago
1.0 - 6.0 years
1 - 4 Lacs
Noida, Ghaziabad, Delhi / NCR
Work from Office
Key Responsibility :- 1) Setting up Accounts 2) Trusty Account 3) Loan Accounting 4) Exposure in multiple kind of US loan
Posted 4 days ago
6.0 - 10.0 years
0 Lacs
maharashtra
On-site
You are a strategic thinker passionate about driving solutions. You have found the right team. As a Client Operations Analyst in the Account Opening and Account Maintenance team, you will be a key player in promoting change and enhancing customer experience. Your role will involve multi-tasking and prioritizing initiatives as per business needs. You will be responsible for reviewing documentation, verifying client data, assisting in client servicing activities, and managing new client account opening and account maintenance activities. Your enthusiasm, initiative, and confidence will be crucial in completing projects and meeting our team's objectives. Engage with stakeholders to drive change and for better customer experience. Be Agile and Flexible in multi-tasking as per business need. Manage and prioritize initiatives that are requested by stakeholders. Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents. Verify client data. Assist in Client Servicing activities. Research client inquiries and managing follow-up communication. Manage new client account opening and perform account maintenance activities (Client Communication, Suitability, Tax forms processing and KYC Maintenance). Adhoc remediation as part of regulatory and business requirements. Required Qualifications, Skills and Capabilities: - Bachelor's degree or above - 6+ years of professional experience in a similar capacity - Excellent stakeholder engagements skills - Hands-on expertise in PowerPoint and Excel - Strong understanding of the needs and sensitivities of client management.,
Posted 4 days ago
5.0 - 10.0 years
10 - 13 Lacs
Ahmedabad
Work from Office
Dear Candidate, Urgent opening with leading NBFC. Designation : Service RM CTC : Upto 13 LPA Location : Ahmedabad Job Responsibilities : Conducting Client Services operations across Gujarat for HNI clients resulting into excellent client satisfaction. Responsible for overseeing the onboarding process for new clients, actively engaging with them to ensure a smooth and seamless onboarding experience. Coordinating and taking approvals from clients for market trade and coordinating with the dealer for the execution of the trade on as instructed or CMP for the client. Conducting thorough checks on bank balances and broking ledgers for clients, collecting necessary margins for trades, and ensuring proactive measures to prevent penalties by monitoring any shortfalls. Additionally, ensuring timely settlement of funds in the trading account to maintain financial integrity. Taking care of AIF, PMS, Mutual Fund Transactions, Equity market trades, commodity trades, LAS accounts Ensuring every Drawdown for the AIFs are paid on time by tracking the last drawdown date and sending reminder mail well in advance to the client and even calling and informing about the same, providing accurate bank accounts for funds transfer. Ensuring quarterly interest payments, disbursements and loan repayments for LAS accounts are done seamlessly within deadline. Handling POA as well as executionery clients payouts and ensuring no payout is delayed Working and Assisting client and their CA for the advance tax reports, resolving quires and ensuring tax is been paid on time Managing consult, Mandate Accounts and Family office accounts transactions for the clients and their close relatives who are residing overseas. Independently conducting trainings for the service managers regarding producers and completing the task within TAT Enforcing high discipline and norm adherence, synchronizing with superiors for cross teams and innovative suggestions to improve operational functioning Participated in projects centered around fostering a digital mindset and demonstrated tangible improvements in systems. Notably, the implementation of these initiatives resulted in increased efficiency among service managers, showcasing the positive impact of the digital mindset on overall operational effectiveness. Interested candidate can reevrt back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973
Posted 4 days ago
0.0 - 3.0 years
0 Lacs
pune, maharashtra
On-site
This is an entry-level position responsible for providing operations support services, including but not limited to record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team. You will utilize the Chat platform to respond to service inquiries from customers and provide comprehensive resolutions to complaints/queries. This includes following up on all customer requests via chat and email. It is important to maintain detailed knowledge of product and service offerings to customers and analyze risk areas to identify solutions that meet customer's needs. Ensuring information security for sensitive data is a key responsibility. You will also assist customers in learning how to self-service through our internet website. Balancing NPS and ensuring a positive customer experience while managing/minimizing operating losses is crucial. Accurate reporting of MIS/Timekeeping and undertaking other assignments/projects as given by the Team Lead/Manager are part of the role. Applying a professional attitude and image for all internal and external customers, liaising with various departments, and performing account level system maintenances while resolving customer queries/complaints are also important responsibilities. Qualifications: - 0 - 3 years of relevant experience - Sound presentation and analytical skills - Strong problem-solving skills and detail-oriented - Graduate in any stream, master's degree is not mandatory Preferences: - Excellent PC and keyboarding skills (30 WPM typing speed; 90% accuracy) - Good verbal and written communication skills with proficiency in grammar, spelling, and punctuation - Strong analytical skills - Courteous with a strong customer service orientation - Dependable with proficient attention to detail - Persuasiveness and a willingness to resolve customer queries - Prior experience in customer service/customer support for the international market is highly preferred - Prior experience in email/chat process highly preferred - Experience working in a retail banking space is highly preferred Shift of operations: US Day/India Night - Rotating shift with work on Saturdays/Sundays. 5-day work week If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.,
Posted 6 days ago
10.0 - 14.0 years
0 Lacs
maharashtra
On-site
As a Client Onboard Intermediate Analyst at our organization, you will be a part of a team that deals with problems independently and has the ability to solve complex issues. Your role will require integrating specialized knowledge with industry standards, understanding team objectives, and applying analytical thinking and data analysis tools. Attention to detail is crucial in making informed recommendations based on factual information. Your responsibilities will include customer interaction, documentation issuance, system setups, and management of account opening and maintenance processing. Your main responsibilities will involve ensuring timely and accurate delivery of account opening functions, superior customer service, and resolution of customer issues. You will manage account opening requirements, project management, and cross-functional relationships. You will analyze complex issues, ensure high-quality service delivery, compliance with internal processes, and maintain close communication with clients and the team. Continuous on-the-job training is essential for product knowledge, understanding client requirements, implementing new customer initiatives, monitoring customer satisfaction, and providing innovative solutions. You will establish a strong processing environment with effective controls, risk management practices, and promote a culture of risk and controls within the team. Your role will involve routine tasks, limited direct supervision, independence of judgment, acting as a subject matter expert to stakeholders, and assessing risks in business decisions. You will also focus on compliance with regulations, ethical conduct, and reporting control issues transparently. For this role, we are seeking candidates with at least 10 years of experience in documentation review, account maintenance, and proficiency in RBI and SEBI regulations related to account opening. Interpersonal skills, teamwork, independence, communication skills, motivation, attention to detail, and proficiency in Microsoft Office are essential. Handling urgent cases, managing client expectations, and proficiency in English are also required. A Bachelor's degree or equivalent experience is necessary for this position. In this full-time role within the Customer Service job family group and Institutional Client Onboarding job family, you will have the opportunity to develop and apply your skills in a challenging and rewarding environment. If you require accommodation due to a disability, please review Accessibility at Citi. Please also refer to Citi's EEO Policy Statement and the Know Your Rights poster for further information.,
Posted 1 week ago
1.0 - 2.0 years
2 - 3 Lacs
Hyderabad
Work from Office
Hiring for Customer support (Banking Voice process ) || 3.5 Lpa || Eligibility Criteria :- 1 yr exp into Customer care ( Preferred Banking process experience ) Education Qualification : Graduation Package :- upto 3.5 Lpa ( hike based on last ctc ) + travel allowances 5 days working - Rotational shifts Location :- Hyd Work From Office 1 way cab Notice Period :- Preferred Immediate Joiners Interview Mode : Walk- in Interview rounds : HR , Assessment , Ops Interested candidates can share your updated resume to HR Anuradha-9618965277(share resume via WhatsApp ) Mail id: dasarianuradha.axisservices@gmail.com Refer your friend's / Colleagues
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
coimbatore, tamil nadu
On-site
You should be proficient in using Tally software for maintaining accounts and coordinating logistics & dispatch. Additionally, you will be responsible for interacting with clients, handling inquiries, submitting quotes, and managing billing processes. It is essential to follow up for business opportunities and collections effectively. This full-time role in the retail industry requires you to work day shifts and offers a yearly bonus. You must be willing to reliably commute to Coimbatore, Tamil Nadu, or plan to relocate before starting work. The ideal candidate should have a minimum of 2 years of total work experience. The application deadline for this position is 10/07/2025.,
Posted 1 week ago
2.0 - 5.0 years
6 - 10 Lacs
Noida
Work from Office
Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytms mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. Role Definition: Responsible for Treasury Operations, MIS, Accounting and BRS. Job Objectives: Payment Processing Investment Management Accounting and BRS Bank Account Maintenance MIS Qualification: B.COM / MBA with minimum 5 years of experience in Treasury function SAP Knowledge is a must Job responsibility Responsible for smooth payment processing Active monitoring of funds and investment opportunities Relationship management with banks and internal stakeholders Ensure regulatory compliance in all treasury transactions of the group Ensuring Treasury Accounting is done timely and correctly MIS management and support treasury audit function Reconciliation of all treasury managed bank accounts
Posted 1 week ago
3.0 - 7.0 years
8 - 10 Lacs
Mumbai
Work from Office
Role & responsibilities : Managing daily banking activities (Client & Exchange Payin/Payout). Bookkeeping & Accounts maintenance (Daily/Monthly/Quarterly/Yearly). Audit & Inspection coordination & conclusion (Internal/Statutory/Regulatory). Taxation compliances. Regulatory compliances (SEBI/Exchanges). Preferred candidate profile : Candidates working for stock broking companies will be preferred.
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
The Client Onboard Analyst 2 role is a developing professional position in which you will apply your specialty area knowledge to monitor, assess, analyze, and evaluate processes and data. You will be responsible for identifying policy gaps, formulating policies, interpreting data, and making recommendations. Additionally, you will research and interpret factual information, identify inconsistencies in data, define business issues, and formulate recommendations on policies, procedures, or practices. Your role will involve integrating established disciplinary knowledge within your specialty area with a basic understanding of related industry practices. It is important to have a good understanding of how your team interacts with others to accomplish the objectives of the area. Your impact on the business will be limited but direct, primarily within your own team. As a Client Onboard Analyst 2, your responsibilities will include: - Managing customer interaction, documentation issuance, review, and system setups. - Demonstrating a high level of diligence, motivation, and organizational skills. - Focusing on the timely and accurate delivery of all account opening functions, as well as providing superior customer service and resolving customer issues. - Performing day-to-day management of account opening and maintenance processing, including managing in-process, pended, and service-related activities. - Responsible for various types of project management in the account services space and managing cross-functional relationships with all teams. - Analyzing complex and variable issues with significant departmental impact and determining new work procedures. - Consistently delivering high-quality service to customers by meeting or exceeding expectations guided by service level agreements and efficiency/accuracy standards. - Ensuring compliance with internal processes, regulations, policies, guidelines, procedures, and practices. - Establishing and maintaining close working relationships with clients and within the team to facilitate open and direct communication of issues, needs, queries, etc. - Engaging in continuous on-the-job training for end-to-end product knowledge. - Understanding client and new customer requirements, implementing them correctly, and providing innovative solutions to clients. - Monitoring customer satisfaction and service levels, driving process changes, and providing exceptional support to new customer requirements and initiatives. - Delivering routine and defined tasks daily while developing knowledge of the broader context in which work is being performed. - Assessing risk appropriately when making business decisions to safeguard Citigroup, its clients, and assets. The qualifications for this role include: - 3-5 years of experience in documentation review, account maintenance, and related cash products preferred. - Demonstrated interpersonal skills, proactive team player, exceptional written and verbal communication skills. - Highly motivated, persistent, able to work in a structured, high-volume, time-sensitive, high-risk environment. - Proficient in Microsoft Office Applications and handling urgent and escalation cases. - Capable of managing client and internal team expectations with proficiency in English (written and spoken). Education requirements: - Bachelors/University degree or equivalent experience This role falls under the Customer Service job family group and specifically the Institutional Client Onboarding job family. It is a full-time position that requires the most relevant skills mentioned above. For any additional skills, please refer to the requirements listed or contact the recruiter directly.,
Posted 1 week ago
9.0 - 14.0 years
8 - 10 Lacs
Chennai
Work from Office
JD MUST BE WOKRING IN INVESTMENT BANKING OPERATIONS Leading team Account maintenance Client onboarding Min 2 years people management exp on papers Exl 8 - 15 years Sal 7 - 10 LPA
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
pune, maharashtra
On-site
Are you curious, motivated, and forward-thinking At FIS, you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our,
Posted 2 weeks ago
2.0 - 7.0 years
2 - 6 Lacs
Chennai
Work from Office
Ensure Lead processing productivity as per allocated is attended daily with out any miss out Audit Readiness: Nil Critical / KYC error observation in QC, Process, IAD, PQA, RBI audits Process improvement,gap identification and automation Document Verification Provide strategic direction and manage day-to-day operations for liability products Account Servicing
Posted 2 weeks ago
10.0 - 12.0 years
2 - 3 Lacs
Mumbai, India
Work from Office
Position NameNational Lead Account Servicing, Wholesale Banking Department Wholesale Banking Service Delivery Location Vikhroli, Mumbai Number of Positions 1 Reporting Relationships M8/SVP Service Delivery and CX Position Grade M6/M7 (DVP/VP) - Account Servicing Role of National Lead for Account Servicing: Supervise Team Leaders across 5 regions,10 offices throughout India, 50+ Team members servicing clients and RMs Serve Corporate and Wholesale banking clients by facilitating opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, Nodal, etc. Manage collection of documents, verification and timely processing of Account maintenance requests like signatory management, KYC/Re-KYC, Term deposit requests, etc. through respective RPCs. Responsibilities: Ensure timely and accurate completion of all account opening functions, provide excellent customer service, fulfill requests end-to-end, and resolve customer issues effectively. Provide a monthly report on metrics while addressing team challenges and celebrating successes. Conduct periodic location wise service reviews to ensure quality service to both internal and external clients Maintain a robust processing environment with effective controls, empowering the team to offer client solutions within the established policy framework Ensure compliance with regulatory guidelines, company policies, and processes and facilitating smooth audits at all times. Monitor customer satisfaction and service levels closely, driving necessary process improvements Coordinate with stakeholders and clients to address process gaps or issues Keep process documents updated and ensure regular reviews Manage queries, issues, escalations and audits effectively Job Requirements: Post Graduate /MBA with 10-12 years of team leading experience in Account Opening, KYC guidelines, Account Maintenance and related Wholesale Banking products Skills: An Account Servicing National Lead, who oversees team leaders, should effectively lead the team, achieve service levels, ensure compliance, and continuously enhance the efficiency of the account servicing process Here are some key skills required for this role: Leadership Skills: Ability to inspire, motivate, and guide team leaders and their teams towards achieving goals. Regulatory KnowledgeFamiliarity with relevant regulations and compliance requirements related to account opening processes. Customer Service OrientationUnderstanding the importance of customer satisfaction and the ability to address client needs and concerns effectively. Communication Skills: Strong verbal and written communication skills to convey information clearly and effectively to team leaders, clients, and other stakeholders. Interpersonal Skills: Ability to build and maintain positive relationships with team members, clients, and other departments. Organizational Skills: Proficiency in managing multiple tasks, prioritizing responsibilities, and ensuring that deadlines are met. Problem-Solving Skills: Ability to identify issues, analyze situations, and develop effective solutions quickly. Analytical Skills: Capability to assess data and metrics related to account openings and team performance to make informed decisions. Training and DevelopmentSkills in coaching and mentoring team leaders to enhance their performance and professional growth. Technical ProficiencyKnowledge of software and tools used in account management and data analysis, as well as the ability to adapt to new technologies. Strategic ThinkingAbility to develop and implement strategies that align with organizational goals and improve account opening processes. Conflict ResolutionSkills to manage and resolve conflicts within the team or with clients in a constructive manner. Time ManagementAbility to manage ones own time and the time of team leaders effectively to maximize productivity. AdaptabilityFlexibility to adjust to changing circumstances and the ability to lead teams through transitions. Performance ManagementSkills in setting performance metrics, data evaluation, reviews and providing constructive feedback to team leaders.
Posted 2 weeks ago
1.0 - 4.0 years
2 - 3 Lacs
Mumbai
Work from Office
Position NameNational Lead Account Servicing, Wholesale Banking Department Wholesale Banking Service Delivery Location Vikhroli, Mumbai Number of Positions 1 Reporting Relationships M8/SVP Service Delivery and CX Position Grade M6/M7 (DVP/VP) - Account Servicing Role of National Lead for Account Servicing Supervise Team Leaders across 5 regions, 10 offices throughout India, 50+ Team members servicing clients and RM"s Serve Corporate and Wholesale banking clients by facilitating opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, Nodal, etc. Manage collection of documents, verification and timely processing of Account maintenance requests like signatory management, KYC/Re-KYC, Term deposit requests, etc. through respective RPC"s. Responsibilities Ensure timely and accurate completion of all account opening functions, provide excellent customer service, fulfill requests end-to-end, and resolve customer issues effectively. Provide a monthly report on metrics while addressing team challenges and celebrating successes. Conduct periodic location wise service reviews to ensure quality service to both internal and external clients Maintain a robust processing environment with effective controls, empowering the team to offer client solutions within the established policy framework Ensure compliance with regulatory guidelines, company policies, and processes and facilitating smooth audits at all times. Monitor customer satisfaction and service levels closely, driving necessary process improvements Coordinate with stakeholders and clients to address process gaps or issues Keep process documents updated and ensure regular reviews Manage queries, issues, escalations and audits effectively Job Requirements: Post GraduateMBA with 10-12 years of team leading experience in Account Opening, KYC guidelines, Account Maintenance and related Wholesale Banking products Skills: An Account Servicing National Lead, who oversees team leaders, should effectively lead the team, achieve service levels, ensure compliance, and continuously enhance the efficiency of the account servicing process Here are some key skills required for this role Leadership Skills: Ability to inspire, motivate, and guide team leaders and their teams towards achieving goals. Regulatory KnowledgeFamiliarity with relevant regulations and compliance requirements related to account opening processes. Customer Service OrientationUnderstanding the importance of customer satisfaction and the ability to address client needs and concerns effectively. Communication Skills: Strong verbal and written communication skills to convey information clearly and effectively to team leaders, clients, and other stakeholders. Interpersonal Skills: Ability to build and maintain positive relationships with team members, clients, and other departments. Organizational Skills: Proficiency in managing multiple tasks, prioritizing responsibilities, and ensuring that deadlines are met. Problem-Solving Skills: Ability to identify issues, analyze situations, and develop effective solutions quickly. Analytical Skills: Capability to assess data and metrics related to account openings and team performance to make informed decisions. Training and DevelopmentSkills in coaching and mentoring team leaders to enhance their performance and professional growth. Technical ProficiencyKnowledge of software and tools used in account management and data analysis, as well as the ability to adapt to new technologies. Strategic ThinkingAbility to develop and implement strategies that align with organizational goals and improve account opening processes. Conflict ResolutionSkills to manage and resolve conflicts within the team or with clients in a constructive manner. Time ManagementAbility to manage one"s own time and the time of team leaders effectively to maximize productivity. AdaptabilityFlexibility to adjust to changing circumstances and the ability to lead teams through transitions. Performance ManagementSkills in setting performance metrics, data evaluation, reviews and providing constructive feedback to team leaders.
Posted 2 weeks ago
10.0 - 14.0 years
0 Lacs
chennai, tamil nadu
On-site
As an Operations Manager, you will be responsible for overseeing the operations of the assigned line of business. You will serve as a key interface between internal and external stakeholders, ensuring effective monitoring and management of operations. Your role involves analyzing performance trends, implementing proactive measures to maintain competitive operations governance, and reporting key metrics to senior leadership for performance improvement. In addition to operational governance, you will be tasked with identifying and managing operational risks, strategic allocation of responsibilities within the business unit, reviewing talent spread and skill matrix for recruitment and onboarding, and facilitating problem analysis and resolution within the team. Your stakeholder management responsibilities include leading stakeholder connects, maintaining effective client communication, interpreting organization and client requirements, and ensuring SLA management and compliance adherence. You must have a deep understanding of service levels, experience in client SLA management, and be accountable for ISO/PCI compliance controls. Furthermore, you will play a crucial role in fostering an employee-centric culture by motivating teams, identifying their needs, and fostering their development through continuous learning and skillset enhancement. You will lead employees towards career advancement, provide constructive feedback, counseling, and timely rewards and recognition. To qualify for this role, you should have at least 10 years of work experience in US Wealth Management/Capital Markets, industry certification will be an added advantage. You should have prior experience in leading a mid-size team in a dynamic operations environment, strong planning skills, proficiency in PowerPoint presentations, Power BI, and MS Excel reports. Additionally, you should possess in-depth knowledge of performance metrics, stakeholder management skills, excellent communication abilities, and direct client-facing experience. Experience in managing transformation projects, Lean and Six Sigma knowledge, and willingness to work in US working hours are also required for this position.,
Posted 3 weeks ago
5.0 - 9.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As an Assistant Manager at Exela Technologies in Vashi, Mumbai, you will play a crucial role in the treasury operations team, focusing on optimizing short-term liquidity. Your primary responsibilities will include daily cash management, preparation of cash flow forecasts, variance analysis, monitoring bank relationships and debt schedules, as well as handling reconciliations and account maintenance. You will also be expected to coordinate with finance and operations for cash forecast and banking transactions, ensuring appropriate handling of sensitive information and maintaining SOX & Audit trails. To excel in this role, you should have experience in managing a treasury function, possess excellent time management and organizational skills, and demonstrate proficiency in advanced computer software such as Excel and accounting packages. Your interest in process improvement, SOP implementation, and bringing efficiencies will be valued, along with your strong verbal, written, analytical, and interpersonal skills. Being a team player who can effectively communicate and coordinate with multiple parties and departments is essential for success in this role. The ideal candidate should be flexible in terms of working hours, be detail-oriented, and have a proactive approach to problem-solving. If you are looking for a challenging yet rewarding opportunity to contribute to the treasury operations of a dynamic organization, this role might be the perfect fit for you.,
Posted 3 weeks ago
0.0 - 4.0 years
0 Lacs
pune, maharashtra
On-site
Pune, India DOP 3095909 Job Description Role Purpose Monitor disputed transactions for possible fraudulent activity. Monitor, evaluate, investigate, and process chargebacks. Reviewing accounts and providing Provisional credits. Investigate Fraud claims raised by the customer. Roles & Responsibilities: Complete tasks related to data entry, following up on requests, complaint management, filing dispute forms, fee waivers, merchant credit release, fund transfers, account maintenance, general correspondence, research To be able to finish cases assigned within established Turnaround time Team Player Internal Confidential - General Use -Internal Responsible for achieving individual key performance indicators whilst maintaining appropriate operational risk control and compliance in all activities Qualifications: Graduates Retail Banking(Card Operations) If you encounter any suspicious mail, advertisements, or persons who offer jobs at Wipro, please email us at helpdesk.recruitment@wipro.com. Do not email your resume to this ID as it is not monitored for resumes and career applications. Any complaints or concerns regarding unethical/unfair hiring practices should be directed to our Ombuds Group at ombuds.person@wipro.com Wipro is committed to creating an accessible, supportive, and inclusive workplace. Reasonable accommodation will be provided to all applicants including persons with disabilities, throughout the recruitment and selection process. Accommodations must be communicated in advance of the application, where possible, and will be reviewed on an individual basis. Wipro provides equal opportunities to all and values diversity.,
Posted 3 weeks ago
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