Financial Service Expert

4 days ago

Vizianagaram, Andhra Pradesh, India beBeeAmbassador Full time ₹ 15,00,000 - ₹ 28,00,000

Job Title:

Ambassador of Financial Excellence

  • Description
  • The Ambassador of Financial Excellence is responsible for ensuring seamless customer experiences through exceptional service delivery.
  • This role involves running processes for account opening, maintenance and closure while adhering to banking standards and regulatory requirements.
  • The incumbent will be expected to handle customer enquiries and instructions efficiently, ensuring timely checking of account opening documentation and opening of accounts.
  • Strong monitoring and analysis skills are necessary to maintain high-quality forms and documentation, as well as ensure pro-active liaison with relevant stakeholders.
  • Timely follow-up with sales representatives is also a key aspect of this role to resolve any outstanding deferrals.
  • Transactions Related
  • The successful candidate will scrutinize transactional documents submitted by customers, addressing all related enquiries and escalations.
  • A strong understanding of banking processes and regulations is essential to ensure compliance with internal and statutory requirements.
  • Service & Quality
  • This role demands a consistent and superior level of service delivery, with the incumbent expected to maintain accurate records and data on customer queries and complaints.
  • Daily and weekly monitoring of various data points and reports is crucial to achieving process efficiency and customer satisfaction.
  • Audit & Compliance
  • The Ambassador of Financial Excellence will be responsible for following all processes, policies and guidelines, as well as ensuring comprehensive compliance with internal and regulatory requirements.
  • Auditing and resolving findings in a timely manner is an essential aspect of this role.
  • Others
  • Maintaining the highest levels of discipline, punctuality and attendance is critical in this position.
  • The incumbent will also be responsible for managing local vendors and agency relationships, ensuring smooth execution of transactions.
  • A thorough understanding of banking processes, regulations and guidelines across retail products is necessary to excel in this role.
  • Requirements
  • A minimum age of 21 years and a maximum age of 28 years is required.
  • Education
  • A graduate degree or postgraduate qualification is preferred, with certifications in areas such as AMFI, NCFM, IRDA or JAIIB being advantageous.

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