6 Case Monitoring Jobs

Role Overview: You will be a part of the Wealth Management division at Goldman Sachs, where you will play a crucial role in empowering clients worldwide to achieve their financial goals. The focus will be on providing financial planning, investment management, banking services, and comprehensive advice to a diverse clientele, including high net worth individuals, family offices, foundations, corporations, and their employees. Additionally, you will contribute to the growth of the business by prioritizing people, clients, and cutting-edge technology, data, and design. Key Responsibilities: - Become an expert on policies and procedures for all the lines of business you are supporting. - Conduc...

As a Telecaller for Home loans, LAP, Balance Transfer & Top up, your role will involve generating sales leads through domain training, call monitoring, and advising customers on the right banking products. Additionally, you will be responsible for the preparation of Mortgage files, including coordinating documents with RMs, reviewing for completion against a checklist, and submitting to respective banks for logins. Your key responsibilities will include: - Coordinating with banking RMs for logins, legal & technical initiation, personal discussions with bankers, handling post-login queries from the credit and underwriting team, and ensuring timely disbursements. - Assigning new leads from the...

As a Tele Caller for generating sales leads for Home loans, LAP, Balance Transfer, and Top up, your role will involve receiving domain training, monitoring calls, and providing guidance to customers regarding suitable banking products. Key Responsibilities: - Prepare Mortgage files for submission to respective banks by coordinating documents with RMs, reviewing for completion against checklist, and submitting to banks for logins. - Coordinate with banking RMs for logins, legal and technical initiation, personal discussions with bankers, handling post-login queries from credit and underwriting team, and ensuring timely disbursements. - Assign new leads from the telecalling team to Loan Bazaar...

As a part of Wealth Management at Goldman Sachs, you will play a crucial role in assisting clients and customers worldwide in achieving their financial objectives. Our wealth management services, led by advisors, offer financial planning, investment management, banking, and comprehensive advice to a diverse clientele, including ultra-high net worth individuals, high net worth individuals, family offices, foundations, endowments, corporations, and their employees. Additionally, our direct-to-consumer platform provides digital solutions for saving and investing. Our focus on people, clients, cutting-edge technology, data, and design drives the growth and success of our Wealth Management divisi...

As a Tele Caller at our esteemed organization, your primary responsibility will be to generate sales leads for Home loans, LAP, Balance Transfer & Top up. This will involve receiving domain training, monitoring calls, and providing customers with guidance on selecting the right banking products. Another crucial aspect of your role will involve preparing Mortgage files before submission to the respective banks. This will entail coordinating documents with RMs, reviewing them for completeness against a checklist, and submitting them to the relevant bank for logins. You will be tasked with coordinating with all banking RMs for logins, legal and technical initiation, conducting personal discussi...

You will be responsible for being an expert on policies and procedures for all lines of business you support. Your role will involve conducting internal quality and compliance audits on phone calls and case work completed by operations teams. You are expected to provide coaching and feedback in a professional and helpful manner to help improve the performance of those you evaluate. Furthermore, you will collect and analyze data from each audit/monitor activity and assist operations teams with the development and implementation of appropriate corrective action plans, training tips, and team communication to enhance overall quality results. It will also be part of your responsibilities to cond...