Position Summary
The role of Senior Specialist / Supervisor Customer Operations is based in Gurgaon and reports to the Manager / Team Lead, conduct thorough review of inbound non-voice transactions, use policy / apply logic to decide further actions and log the systems accurately with complete information.
These are repetitive but sensitive transactions and part of a financially regulated business, thus a high degree of accuracy is a must
Organization Grade2.2 / 3.1 Position TitleSenior Specialist / Supervisor DepartmentCustomer Operations Reporting RelationshipsManager / Team Lead Cross Functional RelationshipsInternal Teams LocationDelhi,NCR / Chennai
Critical Business Activities
Tech savvy and comfortable with handling multiple tools at the same time
Should be able to read and write basic English
Well versed with MS excel & MS Word
Education Commerce graduates with experience in handling customer / financial transactions (non-voice / back office in nature)
Ability to understand complex workflows (as slight change in situation might change the whole downstream journey of the transaction)
Ability to use available data, back ground information, latest policy and apply logic to make decisions
Attention to details, Self-disciplined & presence of mind is needed as the work involves highly repeatable steps and critical decision making
Comfortable with frequent changes to policies and process steps
Flexible with working hours
Awareness of UK financial industry is desired
Ensure transactional turnaround time and Quality goals are consistently achieved
The volumes must be handled within 24 hours of receipt and this may require additional time in office during high volumes
There may be occasional data requests as short-term assignments which will be transactional in nature and will need to be completed accurately within timelines
The candidate must comply with financial & customer data protection rules. As such work location is a PCI controlled area where pen, paper, mobile phones, pen drives, camera, bags, laptops, etc. will not be allowed
Competencies and Experience
Technical Skills and Experience
Skills :
Experience in handling customer / financial transactions (non-voice / back office in nature)
Well versed with MS excel & MS Word
Ability to use available data, back ground information, latest policy and apply logic to make decisions
Attention to details, Self-disciplined & presence of mind is needed as the work involves highly repeatable steps and critical decision making
Preferred :
2-5 years of experience in Financial Services
Understanding of the financial services business
Flexible with working hours
Commerce graduates with experience in handling customer / financial transactions (non-voice / back office in nature
Competencies Required
Adjusting to Change : Ability to remain optimistic, recover from setbacks, projects cheerfulness, can cope with change, can tolerate uncertainty, adapts to new challenges, acknowledging criticism, encouraging critical thinking, gathers feedback.
Investigating Issues : Ability take up learning opportunities, acquiring knowledge and skills, updating specialist knowledge, applying practical skills, learning by doing, applying common sense, continuously improving things, identifying key issues, making intuitive judgements.
Building Relationships : Ability to put people at ease, welcome people, makes friends, maintain projects enthusiasm, making contacts, active networking, can attract attention, promotes personal achievements and can gain recognition.
Communicating Information : Should be able to successfully persuade others, shaping opinions, negotiating, can question assumptions, challenges established views, argues own perspective, gives presentations, explains things and is able to project social confidence.
Structuring Tasks : Ability to work methodically, plans activities, sets priorities, behaves ethically, maintains confidentiality, consistently acts with integrity, works quickly, maintains productivity and can multi-task.