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Process Associate - Wealth Management

1.00 to 3.00 Years   Noida   08 Apr, 2021
Job LocationNoida
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT - Software
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

Process Associate, Account maintenance/Insurance In this role, you will be responsible for process execution and documentation. Process execution would entail working on tasks, which are mostly well defined and routine. Your work area would also require doing data transactions and communication with teams. As part of operations team, your contribution would also come in form of sharing knowledge and best practices which you follow so that both you and the team gain from each other. You should be Detail oriented and have demonstrated delivery of high quality output with strong focus on fulfilling customer needs and requirements You should be able to manage change with ability to adjust to changes in systems & process readily and are Resilient i.e. able to handle pressure from a variety of factors and situations. Responsibilities As part of the Wealth and Banking team, you will be responsible for

  • Executing pre-defined tasks with minimum supervision
  • Execute data transactions and complete the assigned routine tasks within specified time frames and meeting the agreed accuracy levels
  • Adherence to defined performance level parameters (productivity, quality etc.)
  • Sharing best practices and process ideas
  • Identifies problem through audits or customer feedback.
Qualifications Minimum qualifications
  • Education: B. Com Or any other equivalent Graduate degree
  • Education P.G.: N.A.
  • Professional Qualification: N.A.
Preferred skills
  • Prior-experience in Insurance/ Superannuation/ Retail Banking/Mortgage or Finance industry
  • Proficient in written and verbal English communication skills.
  • Proficient knowledge of MS Office.
  • Ability to type between 40-60 words per minute with more than 90% accuracy.
  • Experience of Retail Banking
,

Keyskills :
customer relationsinsurancequalitysalessapms officepostingretail bankingcustomer focusoffice supervisioncommunication skills

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