Descripción y requisitos
Basic Function
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Essential Functions1. Process various transactions for Annuities and investments 2. Transaction processing using multiple applications 3. Verify all necessary documents and details before processing any transaction. 4. Understand and interpret the handwritten documents from US customers |
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Primary Internal Interactions
· TL/ AM for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support as well as associate development. · Manager for the purpose of settling issues left unresolved by the TL/AM and monthly evaluation of performance. · Process Reviewer for the purpose of feedback and audit. · Trainers for the purpose of pre-processing and process training. |
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Primary External Interactions
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Organizational Relationships
Reports To: Team Leader/ AM
Supervises: None | |
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Skills | |
Technical Skills | · Computer navigation skills · Keyboarding and data entry · Knowledge of MS Excel, · Basic knowledge of MS Word, PowerPoint, Internet |
Process Specific Skills | · Call Center Experience would help · Data entry skills |
Soft Skills (Mandatory) | · Good written and oral communication skills · Strong understanding and comprehension of the English language · Good Analytical, and problem-solving skills · Very High Detail Orientation · Ability to establish priorities and handle multiple assignments concurrently with minimal direction in an evolving, fast-paced work environment · Team player · Positive attitude |
Soft skills (Desired) | · Demonstrate ability to work independently and in a team environment · Self-disciplined and results-oriented |
Education RequirementsBachelor’s degree (Any Stream) or diploma with a minimum of 15 years of education. | |
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Work Experience RequirementsFreshers for Associate Role and At least 1 year of relevant work experience for Sr. Associate Role |
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