Manager- Customer Service Operations

Job Description for Operations-Corporate:

• Deal document checking, completion and maintenance of accuracy in the customer documents and ensure accuracy of data in Odessa system
• In depth understanding of various financial products like loans, leases and other trade finance products.
• Good understanding of documentation for Letter of Credit, TT and Forex payments. Closure of BOEs with Bank on a timely basis.
• Tracking of PDDs and reporting on a fortnightly basis. Due escalations as necessary
• Scanning & maintenance of customer documents within 7 days of deal settlement. Ensure the customer communications are made per accepted timelines i.e. welcome letters etc. are sent within 7 days
• Audit responsibilities pertaining to contract files
• Charge creation with ROC for Private & Public limited companies and ensuring collection of expenses incurred from customers
• Publishing of MIS in the region
• Work closely with the risk team to ensure completeness of the transactions.
  
  

• Candidate with experience of 5 to 8 years from financial services, banking or BPO industry. Preferred from asset-based finance background
• Should be a team player
• Good communication skills. Both verbal and written.
• Education qualification: CA/ Inter CA/ ICWA/ MBA/MCOM/ BCOM/MBA
• Right attitude and willingness to learn is very important
• Position is based out of Gurgaon/Mumbai/Bangalore (flexible at this point)
• Have a digital mindset