Associate Analyst

0 - 2 years

2 - 5 Lacs

Posted:8 hours ago| Platform: Naukri logo

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Full Time

Job Description


 About The Role  
 Position Associate Analyst
 Experience:  Entry-level (02 years)
 Openings:  1 opening
 Location Ghansoli
 Industry Type Financial Services
 Department:  Loans Operation
 Role & Responsibilities  
  • Prepare, review, and process loan documentation
  • Book cash transactions, make payments, and perform reconciliations.
  • Handle day-to-day loan transactional processing.
  • Interact with counterparties regarding positions and outstanding balances.
  • Support a diverse array of products and services with a focus on risk and control
  • Identify and resolve issues related to loan documentation and processing.
  • Design and analyze loan documentation reports for management and control activities.
  • Ensure compliance with applicable laws, rules, and regulations
  • Communicate effectively with internal teams and external teams.

  •  Qualifications: 
  • Bachelors/University degree or equivalent experience.
  • 02 years of relevant experience in loan operations or financial services.
  • Basic knowledge of loan processes, systems, and tools.
  • Awareness of risk types, policies, and control measures.
  • Strong communication and analytical skills.
  • Ethical, accountable, and results oriented.

  • Do
  • Support process by managing transactions as per required quality standards
  • Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner
  • Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue
  • Update own availability in the RAVE system to ensure productivity of the process
  • Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
  • Follow standard processes and procedures to resolve all client queries
  • Resolve client queries as per the SLAs defined in the contract
  • Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients
  • Identify and learn appropriate product details to facilitate better client interaction and troubleshooting
  • Document and analyze call logs to spot most occurring trends to prevent future problems
  • Maintain and update self-help documents for customers to speed up resolution time
  • Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution
  • Ensure all product information and disclosures are given to clients before and after the call/email requests
  • Avoids legal challenges by complying with service agreements  
  • Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
  • Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
  • Assist clients with navigating around product menus and facilitate better understanding of product features
  • Troubleshoot all client queries in a user-friendly, courteous and professional manner
  • Maintain logs and records of all customer queries as per the standard procedures and guidelines
  • Accurately process and record all incoming call and email using the designated tracking software
  • Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business
  • Organize ideas and effectively communicate oral messages appropriate to listeners and situations
  • Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs  
  • Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
  • Undertake product trainings to stay current with product features, changes and updates
  • Enroll in product specific and any other trainings per client requirements/recommendations
  • Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
  • Update job knowledge by participating in self learning opportunities and maintaining personal networks
    Mandatory Skills:
  • Investment Banking(CLM) .
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