Financial Services Process Specialist

2 days ago

Davangere, Karnataka, India beBeeProcess Full time ₹ 10,00,000 - ₹ 15,00,000

Job Title: Senior Process Associate

Location: Bangalore (Remote)

Experience: 1-4 years

Qualification: Any Graduate

This role involves reviewing and ensuring that all incoming and outgoing documents meet quality standards, regulatory compliance, and internal processes.

Responsibilities:

  • Document Review: Ensure that documents are accurate, complete, and comply with relevant CLIENT standards and legal requirements.
  • Quality Control: Assess documents for completeness, consistency, clarity, correctness, identifying discrepancies, errors, and missing information. Verify that documents adhere to procedural and regulatory requirements and industry standards. Escalate any non-compliance issues to the Client.
  • Account Setup: Oversee the end-to-end process of account creation, ensuring all necessary documents and information are collected, verified, and input correctly into the system.
  • Documentation Review: Ensure that all account-related documents such as forms, identification, and agreements are complete, accurate, and in compliance with internal and regulatory requirements.
  • System Management: Input and maintain customer data accurately in the account management systems, ensuring that all information is updated and secure.
  • Account Maintenance: Manage the ongoing maintenance of shareholder accounts, ensuring that all account details are accurate, and up-to-date for the following activities:
    • Account Updates: Perform regular updates and changes to customer accounts, including personal information, contact details, account preferences, and service selections.
    • Error Resolution: Identify and resolve discrepancies or issues in account data, ensuring that all information is entered accurately in to the account management systems and aligned with internal records.
    • Compliance Monitoring: Ensure that all account maintenance activities comply with regulatory requirements such as KYC (Know Your Customer), AML (Anti-Money Laundering), and other relevant standards.
    • Issue Escalation: Escalate any requests not in good order or requiring clarification and/or further documentation to the Client for resolution.
  • Purchase Transaction Processing: Accurately process purchase transactions, ensuring that all purchase requests and related documentation are handled in compliance with internal policies and agreements.
  • Redemption Transaction Processing: Process redemption transactions related to financial products or services, ensuring that all redemptions are executed accurately, efficiently, and in compliance with internal policies and agreements and regulatory standards.

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