Lead Analyst

3 - 8 years

7 - 11 Lacs

Posted:1 week ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

  • Leading and motivating a team of professionals within the COE, assigning tasks, and monitoring performance against set goals.
  • Fostering a positive team culture, encouraging collaboration, and addressing team conflicts.
  • Conducting regular performance reviews, providing feedback, and identifying development needs for team members.
  • Managing project timelines, resource allocation, and workload distribution within the team.
  • Acting as the primary point of contact for clients, understanding their needs, and ensuring their satisfaction with the COE services.
  • Identifying opportunities for process optimization within the COE, implementing new tools and methodologies to enhance efficiency.
  • Promoting knowledge sharing within the team, capturing best practices, and ensuring continuous learning and development.
  • Track macro-economic indicators and draw insights out of it.
  • Collaborate with various functions including Acquisitions, Asset Management, Capital Markets, Institutional Client Solutions, Portfolio Management, Legal, Tax and Finance
  • Leading and motivating a team of professionals within the COE, assigning tasks, and monitoring performance against set goals.
  • Fostering a positive team culture, encouraging collaboration, and addressing team conflicts.
  • Conducting regular performance reviews, providing feedback, and identifying development needs for team members.
  • Managing project timelines, resource allocation, and workload distribution within the team.
  • Acting as the primary point of contact for clients, understanding their needs, and ensuring their satisfaction with the COE services.
  • Identifying opportunities for process optimization within the COE, implementing new tools and methodologies to enhance efficiency.
  • Promoting knowledge sharing within the team, capturing best practices, and ensuring continuous learning and development.
  • Track macro-economic indicators and draw insights out of it.
  • Collaborate with various functions including Acquisitions, Asset Management, Capital Markets, Institutional Client Solutions, Portfolio Management, Legal, Tax and Finance


  • 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

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Information Technology & Services

Bengaluru

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