Senior Process Executive

• Job Title Process Executive 2A
• Service Line Banking Financial Services BFS
• Location Chennai
• Work Mode Work from Office
• Experience 1 3 Years
• Education Qualification Commerce or Science Graduate B
• Com BBA BBM B
• Sc
• Shift Rotational including Night Shifts 24 7 environment
• Immediate Joiners Preferred
• Role Purpose
• To independently manage IRA operational activities while ensuring regulatory compliance accuracy and client service excellence in line with Infosys delivery standards
• Experience
• 1 3 years of relevant experience in US banking Domain IRA experience customer service or similar roles
• Responsibilities
• Manage and maintain IRA accounts in compliance with federal regulations
• Based on complexity optimally manages assigned tasks within deadlines prioritizing and scheduling work
• Demonstrates the ability to independently manage individual cases ensuring minimal rework and consistently meeting established quality and timeline standards
• Monitor and process the batch of transactions records with complete accuracy and to identify errors and initiate necessary corrective action
• Execute complex tasks according to established standard operating procedures within defined SLA s
• Process IRA contributions distributions rollovers and transfers accurately
• Ensure compliance with regulatory and legal requirements during the execution of transactions
• Perform account reconciliations and resolve discrepancies
• Stay updated on tax laws and retirement account regulations
• Required Skills Competencies
• Working knowledge of IRA products and retirement account operations
• Strong attention to detail and compliance orientation
• Good analytical and problem solving skills
• Proficiency in MS Excel
• Effective communication and stakeholder coordination skills

Key Responsibilities:

• Job Title Process Executive 2A
• Service Line Banking Financial Services BFS
• Location Chennai
• Work Mode Work from Office
• Experience 1 3 Years
• Education Qualification Commerce or Science Graduate B
• Com BBA BBM B
• Sc
• Shift Rotational including Night Shifts 24 7 environment
• Immediate Joiners Preferred
• Role Purpose
• To independently manage Banking operational activities while ensuring regulatory compliance accuracy and client service excellence in line with Infosys delivery standards
• Experience
• 1 3 years of relevant experience in US banking Domain customer service or similar roles
• Responsibilities
• Execute complex banking transactions and process activities independently
• Ensure adherence to SLAs quality benchmarks and turnaround times
• Identify and resolve process level issues and exceptions
• Maintain confidentiality of customer and bank data
• Maintain process documentation and update SOPs as instructed
• Act as a backup for seniors and support knowledge transfer sessions
• Demonstrate flexibility to work in rotational shifts including night shifts
• Required Skills Competencies
• Sound understanding of banking operations and workflows
• Strong attention to detail and compliance orientation
• Good communication and stakeholder coordination skills
• Working knowledge of Excel and banking tools applications
• Awareness of risk compliance and data privacy requirements

Preferred Skills: