10 Transactions Management Jobs

ROLE PURPOSE & OBJECTIVE This role is responsible for executing all cash related transactions and operations for the Branch as per internal / external banking guidelines and manage appropriate entries in relevant registers/online; perform end of day reconciliation in the system SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Daily cash transaction CRL Limit Branch Audit ATM /Vault KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business Contribute to the efficient operation of the Branch through accurate and timely processing of cash related transactions and account maintenance. Take overall responsibility for cash handling function of the Branch such as: Receipt and processing of cheque, drafts, dividend warrants, pay orders and other like instruments other than bills for withdrawals up to authorized limits and giving acknowledgements in the counterfoil Disburse cash against withdrawals requests and collect cash against deposit challan Collect repayments as per EMI schedule; maintain necessary entries in system Maintain inward and outward register, petty cash register, assets register and send requisition forms to Regional Head Office Perform tallying of cash in line with book of transactions and vouchers on a daily basis; and report the same in 'End of Day' Branch report Be accountable for handling of cash and operation & maintenance of Branch vault jointly with the operations officer Interact with customers during disbursements and deposits, understand their requirements and identify opportunities to cross sell; update the customers on new products and services offered by Ujjivan Service Quality Demonstrate superior customer service by providing courteous and efficient solutions to their needs Escalate customer queries and grievances to competent authority in a timely manner Explain customers the monthly repayment dates & contact numbers to call for any of their clarification during disbursement and answer their questions in a courteous manner Educate customers to use alternate channels for deposit/withdrawal and inquiries Operations Count & check cash at the beginning & day end before vaulting Hold Branchs cash, keys and/or other valuables in safe custody jointly with Assistant Branch manager and being responsible for the running of the cash department smoothly Responsible for adherence to defined TAT for all transactions Responsible for compliance with all applicable regulations and bank policies for all processes related to cashier operations and cash management Accounting and verifying the transaction for loan repayment Validate the authenticity of customers while cash withdrawal Check the accuracy of the cash deposit slips as per audit requirements Bank pass book updation in case of any transaction Process cash bundles for currency chest deposit with note slips Learning & Performance Maintain current knowledge of Ujjivans products and services, applicable regulations and know your customer principles Complete certification programs organized by operations department Maintain adherence to training man-days/ mandatory training programs for self Maintain goal setting, mid-year review and performance appraisal processes are completed within specified timelines MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational Qualifications UG Any Graduation; preferably in Finance/Commerce subjects Experience Minimum 1-2 years in handling cash at volume Should have exposure of making entries in financial modules/ERP Should have experience in consolidating accounting data Functional Skills Cash handling/accounting skills Prudent handling of cash with ability to detect fake notes Systematic; meticulous and timely customer service Sensitive to Customer Wait Time Mandatory operating knowledge of computers Relevant software skills (On-Job training to be provided) Strong numerical skills Multitasking ability Behavioral Skills Positive interpersonal skills Customer service orientation Listening and communication skills Competencies Execution Managing Relationships Customer Focus KEY INTERACTIONS INTERNAL EXTERNAL Regional operations team Regional FCU officer Service Quality executive Neighboring banks Cash management agencies BC Agents

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. 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 Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed Mandatory Skills: Institutional_Finance_Buy_Side_Others.

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs 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 Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed Mandatory Skills: Commercial.

What this job involves - Process various types of accounts payable transactions including data entry of vendor invoices, expense reports, manual and emergency check requests Assist accountants and controllers with A/P issues or problems as they arise Answer property inquiries via phone and e-mail Process weekly A/P for multiple properties insuring that all deadlines are met Understand and comply with all JLL A/P policies and procedures Monitor and enforce compliance by all JLL employees involved in the A/P process (site and accounting personnel) in respect to standard A/P policies and procedures Perform various other duties as assigned by a supervisor such as mentoring new team member, help with work allocation etc. Assist in training of new analysts who need process expertise to begin production Gather data on department s processing metrics on a daily basis Communication with internal and external customers and vendors as needed To apply you need to have: 2+ years A/P or accounting related experience required Accounting Background (B. Com /M. Com/MBA Finance) Experience in an electronic accounts payable processing environment required Computer system skills including Excel, Powerpoint needed Good Accounting Knowledge - Domain specific knowledge is a must have. Ability to maintain a high level of accuracy in processing vendor invoice. Ability to maintain confidentiality concerning client financial data. Excellent interpersonal skills Bookkeeping skills & analytical and problem solving skills. Demonstrate good oral and written communication skills Detail Oriented Team Player Ability to work overtime when required Ability to work in a fast-paced environment Demonstrate willingness and ability to accept responsibility Collaborate with site staff and accountant to complete weekly A/P processing for multiple clients. Coach and mentor the existing Analysts to be able to perform the daily task more efficiently. Performance objectives Responsible for processing and monitoring vendor invoices and on time payment performance within agreed timeline and accuracy as per the Service Level Agreement. Perform the day to day processing of accounts payable transactions to ensure that municipal finances are maintained in an effective, up to date and accurate manner Key skills Computer skills including the ability to operate computerized accounting, spreadsheet and word-processing programs, and email at a moderate efficiency level - Exposure to ERP will be an added advantage. Knowledge of real estate accounting A/P systems desirable including Enterprise One, Yardi and MRI

Role Summary The Enrollment Representative is responsible for processing requests from clients to set up or update customer information/manual eligibility data requests both manually and electronically. This involves both data entry and updating existing electronic eligibility and online enrollment (OLE) accounts. This position is critical role in providing high quality and accurate results as the data entry provides ID cards and benefit coverage to Cigna customers. Responsibilities Process inbound client requests to enroll new membership, make edits to existing or process terminations to existing membership Process transactions on fallout reports using specific work instructions for each of the various reports Perform research to identify and resolve inconsistencies in eligibility data through individual analysis Assist in the client set up for electronic eligibility and online enrollment tools, following specific work instructions and guidelines provided by internal resources Assist with testing as needed; input enrollment in to test environment and process enrollment examples and provide input during testing on the outcome Additional responsibilities as assigned Expectations Assess the inbound request/files and complete the data entry into Diamond following work instructions with accuracy and speed Conduct Iteam loads, MTRs, and BOTS to assist with OLE and Electronic eligibility needs Process MBA enrollments at point of VOB/GOP submission Assist with Middle East enrollment as identified Load and test enrollments per examples provided in test/UAT environment Communicate with all necessary internal and external business partners in a professional manner in a variety of communication styles (i.e. e-mail, telephone, Webex meetings, etc.) Competencies: Action Oriented Customer Focus Cross-Cultural Sensitivity Drive for Results Learning on the Fly Organizing Priority Setting Problem Solving Time Management Qualifications High School Diploma or GED required. Bachelors Degree preferred 2+ years experience in with US or International healthcare Strong Written and verbal communications skills Previous work experience in a fast-paced business environment High Attention to detail Demonstrated ability to consistently meet and exceed performance metrics such as productivity and quality Adept computer skills, with experience navigating multiple systems to complete a single task Intermediate to advanced skills using Microsoft Office products, specifically Excel and Outlook (V-Look up proficiency, pivot tables, formulas) Strong Analytical Skills and problem solving skills Ability to Learn Quickly

Key Responsibilities: MIS Reporting: Prepare and analyze daily, weekly, and monthly MIS reports related to sales, expenses, revenue, and inventory. Accounting & Bookkeeping: Maintain financial records in Tally and ensure accurate data entry for all transactions. GST & Tax Compliance: Assist in GST filing, TDS calculations, and other statutory compliances. Financial Reconciliation: Perform bank, payment gateway, and vendor reconciliations. Data Analysis & Reporting: Use Advanced Excel functions (Pivot Tables, VLOOKUP, HLOOKUP, Macros) to analyze financial data and provide insights. E-commerce Transactions Management: Track online payments, refunds, commissions, and reconciliations with marketplaces (Amazon, Flipkart, etc.). Expense Monitoring: Monitor operational expenses and assist in budget planning. Coordination with Teams: Work closely with the finance team Ability to understand customer needs Ability to work independently Multitasking and organizational skills Presentation skills Convincing Skills Well Versed with Tally ERP MS Excel

About The Role : Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs 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 Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed Responsible for managing pipeline of loans and supporting the processing/Underwriting Should be aware of all mortgage related documents Should be able to identify priority loans & work on them based on TAT Validate loan information Exposures in Income, Asset, Credit, and collateral reviews Work with onshore processor on follow ups needed with the borrower and 3rd parties Ensure receipt of all open conditions and package to underwriter and help them for decision making Validate required info screens; and updating required information Work on the files as per the guidelines provided by client.

About The Role : Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. 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 Deliver NoPerformance ParameterMeasure 1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

About The Role : Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs 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 Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed

About The Role : Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs 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 Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed Responsible for managing pipeline of loans and supporting the processing/Underwriting Should be aware of all mortgage related documents Should be able to identify priority loans & work on them based on TAT Validate loan information Exposures in Income, Asset, Credit, and collateral reviews Work with onshore processor on follow ups needed with the borrower and 3rd parties Ensure receipt of all open conditions and package to underwriter and help them for decision making Validate required info screens; and updating required information Work on the files as per the guidelines provided by client.