Executive - Banking Operations

A One Advisory

3 - 5 years

3 - 5 Lacs

kolkata

Posted:1 week ago| Platform:

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Skills Required

client coordination report preparation excel report preparation follow ups loan documents coordination coordinate meetings documentation customer satisfaction document management

Work Mode

Work from Office

Job Type

Full Time

Job Description

About the Company:

About the Role:

Key Responsibilities:

Report Preparation: Assist the team lead by screening, filtering and organizing customer data for preparation of detailed reports.
Stakeholder Management: Build and maintain strong working relationships with customers, insurance companies and other stakeholders.
Customer Coordination: Liaise with customers to ensure timely submission of required documents and information.
Data Management: Arrange and manage client data systematically to address queries raised by insurers and lenders.
Service Delivery: Respond to client requests and resolve queries within stipulated TAT while maintaining high levels of customer satisfaction.

Qualifications & Requirements:

Bachelor’s degree in Commerce (B.Com) or Master’s in Commerce (M.Com).
2–4 years of experience in accounting, MIS or related financial operations.
Strong communication, coordination and problem-solving skills.

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