Customer Support (Retirement & Banking Agents)
Customer Support (Retirement & Banking Agents)
Posted on :
11-08-2025
Employer Active
1 Vacancy
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Job Description
please create in ceipal - Skill CS 1 of International Voice Exp mandatory Excellent Communication with SVAR C1/ CRT 72% and above (Inbound voice and B2B is preferred)
Open Position 50 JL 2A
Location Bangalore ( Ecity)
Mode: Full time
Budget :5LPA
Client - Infosys BPM
Associates
Qualifications
- 1-3 years of experience
- Graduate Degree preferable in Commerce
- Experience in 401K industry
- ASPAA certification will be an advantage
- Eye for Detail
- Strong client focus and ability to develop relationships with internal and external clients
- Comfortable working in high volume situations with time constraints
- Strong problem resolution and time management skills
- Working knowledge of navigating a laptop including Microsoft Office
Competencies Duties and Responsibilities
- Processes client transaction requests and reviews transactions for accuracy completeness and adherence to all internal and external policies and procedures
- Partners with client associate in working through complex processing issues to ensure timely completion
- Develops a working knowledge of clients processing systems group policies and procedures
- Builds knowledge to processing transactions with the goal to demonstrate full proficiency in all brokerage and manual fund functions designated under respective training path. Maintains balance between quality and productivity to meet department standards
- Stays current following procedural updates or technology enhancements. Adheres to standard workflows and actively participates in meetings and training. Consistently leverages online resources to independently meet challenges
- Processes rejected transactions and works with clients to clarify incomplete or invalid paperwork. Works collaboratively to complete complex processing issues and exhibits sense of urgency and accountability that requests are completed in a timely manner
Additional Duties
- Participates in conversations around individual and team targets during team meetings and consistently updates personal goals in a timely fashion. Is comfortable being visible on camera in team settings
- Provides necessary reporting quality assurance response internal audit responses and relevant paperwork as requested by clients Compliance Global Security or Assignment Leader. Maintains department standards for quality and productivity
- Works collaboratively with peers and management in a strong team environment
- Meets with Manager to discuss performance business trends and issues impacting the team
- Participates in special projects and performs other duties as assigned
Domain to focus
- Banking / Rural Banking
- Finance / Payment Services
- Capital Market / NBFC
- Wealth & Asset Management
- Financial Advisory Services
Foreign Exchange and Remittance Services
Employment Type
Full-time
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