JD – Analyst: Customer Service & Marketing

The Role we offer is that of an Analyst for Customer Service and Marketing support. Some of the key responsibilities of this role are:

Responsibilities:

• Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations.
• Process and follow-up on service requests to ensure execution in a timely manner.
• Set appropriate timeline expectations for requests and follow-up within that time frame when necessary.
• Ability to handle a high volume of requests in a fast-paced environment.
• Provide Marketing support as and when needed. Coordination with marketing vendors like printers etc. will be essential.
• Apply verification policies and procedures for all clients to avoid identity theft and fraudulent activity.
• Keep current on regulatory Compliance and company guidelines and apply to all activity to ensure risk mitigation.
• Risk recognition and mitigation, strong adherence to set processes including ensuring a deep understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.
• Adhere to all company processes and policies, regulatory compliance and carry the organization’s brand through developed functional and behavioral skills.
• Work with your line manager and HR to identify personal development and training needs
• Other duties as assigned by your supervisor

Requirements

The successful candidate for this role will need to possess the following skills and experience:

• Graduate qualification would be preferred in Wealth/ Private Banking
• Excellent written and oral communication skills
• Decision making skills with strong sense of ownership and ability to work under pressure
• Strong Teamwork and Collaboration
• Take ownership – research, diagnose, troubleshoot, and identify solutions to resolve any issues
• Strong process knowledge of the function

Preferred Technical Qualification: IRDA for Insurance & NISM V-A Certification for Mutual Fund

Reports to:

Business Heads

Educational qualification:

Graduates with 3 to 5 years of relevant work experience

MBAs/CAs with 1 to 2 years of relevant work experience

Compensation Range

Fixed: depends on location, academics and experience

Group Health Insurance

Variable: attractive Business linked Incentive plan