Document Review Specialist

2 days ago

Pune, Maharashtra, India beBeeDocumentReview Full time ₹ 9,00,000 - ₹ 12,00,000
Job Title: Document Review Specialist

Greetings from our team

We are seeking an experienced professional to join our dynamic team in a critical role within the Banking Domain.

The successful candidate will be responsible for reviewing and ensuring that all incoming and outgoing documents meet our established quality standards, regulatory compliance, and internal processes.

This is an exciting opportunity to work in a fast-paced environment, utilizing your analytical skills and attention to detail to ensure accuracy and completeness of documents.

  • Key Responsibilities:
  • • Document Review: Ensure that documents (contracts, agreements, reports, etc.) are accurate, complete, and comply with relevant standards and legal requirements.
  • • Quality Control: Assess documents for completeness, consistency, clarity, and correctness, identifying discrepancies, errors, and missing information. Compliance Assurance: Verify that documents adhere to procedural and regulatory requirements and industry standards. Escalate any non-compliance issues to management.
  • • Account opening /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.
  • • Account Maintenance: Perform regular updates and changes to customer accounts, including personal information, contact details, account preferences, and service selections.
  • • Purchase Transaction Processing: Accurately process purchase transactions including purchase requests in the Client recordkeeping system.
  • • Redemption Transaction Processing: Process redemption requests for financial products (e.g., mutual funds, closed-end funds, or other investment vehicles), ensuring timely and correct execution according to our policies.

Requirements:

  • • 1-4 years of experience in a related field
  • • Strong analytical and problem-solving skills
  • • Excellent communication and interpersonal skills
  • • Ability to work independently and as part of a team
  • • Proficiency in computer software applications (Microsoft Office)

Benefits:

  • • Competitive salary and benefits package
  • • Opportunities for career growth and professional development
  • • Collaborative and dynamic work environment

Please note: This job description may be subject to change based on business needs. The successful candidate must be able to adapt to changing priorities and responsibilities. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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