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Job Description
PURPOSE
· The purpose of the job is to process & validate client onboarding, account opening & various types of maintenance requests on client accounts on a daily basis as well as capturing the number of requests processed for the MIS/Reporting purposes. Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types & involve in effective transfer of knowledge.
KEY PERFORMANCE AREAS AND % TIME
- Processing & validating client onboarding, account opening & various types of maintenance requests on client accounts for the private banking clients.
- Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types.
- Handling all miscellaneous requests related to the process & assist the team with research & investigation as required.
- Ability to review the SOPs of the process & incorporate the necessary changes/updates as required. Updation of other process related information (eg. Procedural changes, Errors, MIS reports). Sharing the updates/changes made effectively with the team.
- Effective transfer of knowledge & new learning’s encountered in the process with the team.
- Good on MIS & Reporting requirements.
- 100 % adherence to procedures to ensure that there is not bad client experience.
- Ensure adherence to operational procedures to complete task in an accurate and timely manner.
- To provide processing support for effective and efficient process delivery.
- Maintain optimal Productivity & Accuracy levels as defined for the process.
- Ensure timely follow-ups on the pending/ageing requests, if any.
- Ensure that all requests are completed before cutoff and there is no SLA miss.
- Capture the details of the requests processed on a daily basis for the MIS/Reporting purposes.
Qualifications
MINIMUM REQUIREMENTS
· Minimum qualificationsGraduate (Bachelor’s Degree in Commerce/other related background) with • Good Product & Process Knowledge, Ability to perform Research & Investigation, Good Problem Solving & Analytical Skills, MIS & Reporting Skills, Ability to Transfer Knowledge, Identify opportunities for process improvement/improve efficiency.
· Minimum experienceMin 3+ years experience in Financial Services environment
· Key competencies must indicate competencies essential to do the job:
o Good end to end knowledge of the process & ability to transfer the knowledge effectively.
o Good problem solving, analytical & reporting skills.
o This role requires meticulous attention to detail.
o Ensure adherence of operational procedures to complete task in an accurate and timely manner.
o An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential.
- Flexible to work shifts (primarily NA), overtime and on holidays.
- Knowledge of MS Word, MS Excel, MS PowerPoint & MS Outlook.
o Ability to work in a deadline driven environment.
o A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through.
o Client focused.
o Good time management skills
o Uses initiative & readily questions.
o Must be very detailed oriented.
o Excellent written & spoken English communication skills.
o An appreciation of control and quality issues.
o Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
- Result oriented, accepting responsibilities and challenges that take them outside their comfort zone
- Risk aware & Control orientated.
- Escalate timely as & when required.
o Support the team in their mission to provide top quality operations.
o Document procedures and identify requirements for additional controls.
o Completion of daily checklist and reporting.
o Establish excellent relationships with various internal departments and external parties with whom interaction is required.
o Actively work with the team to resolve exceptions. Prepare case notes and discuss learning’s with team.
o Look for opportunities to improve process efficiency.
Job
Data Entry
Primary Location
IN-MH-Mumbai-Prism Towers / 31002
Organization
ASSET MANAGEMENT
Schedule
Full-time
Job Type
Standard
Shift
Night Job
Employee Status
Regular
Key Skill(s)
About Company
Today, we work together across our businesses and around the globe to meet the complex financial needs of corporations, governments, private firms, financial institutions, non-profit organizations and individuals.
J.P. Morgan employs more than 70,000 people globally, and the firm has assets of US$2.2 trillion. We have offices in more than 50 countries and clients in more than 100 countries around the world — and as a testament to our global platform and leadership, lead the industry in most markets in which we operate. Founded in 1799 in the United States, J.P. Morgan is truly a global organization. Our roots in Europe date back to 1838, and we"ve been in Asia since 1872.
For further information visit http://careers.jpmorgan.com/student/jpmorgan/careers/india/about
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