Banking Transaction Process Associate (Back-office Team Member Non-Voice Process) - Concentrix Daksh Services India Pvt Ltd.
(2019-04 - 2020-06)
Process: Banking Solutions Back-Office Non-Voice Process. We work as a Financial Ombudsman Service which is set up by the UK Parliament to resolve any problems with financial services which includes home, insurance claims, bank loans, cards and among others. They help to resolve the dispute and carry out a formal investigation if necessary. The service is to help and make sure financial service providers treat their customers fairly.
Financial Conduct
Authority also deals with all the complaints lodged.
- Reporting and Allocation of work among team members
- To ensure the customer documents and records are accurate
- Recognize and resolve the issues pertaining to improper procedures
- To Check and handle the Customers request for payment and also requests include key dates, purchase details, and payment amounts along with supporting documents AND also this Process is known as Payment Information Request with supporting applications
- Act as a point of reference and centre of expertise to ensure the smooth handling of individual requests
- Maintaining the different types of Correspondence Action of particular customers
- Finally, Processing the data properly and producing the results accurately in an efficient and timely manner
Customer Care Associate (Back-office Team Member Non-Voice Process) - Dascapital Management and Advisors Pvt Ltd.
(2017-10 - 2019-01)
Process: Mutual Funds and Banking Solutions Back-Office Non-Voice Process
- Work among team members
- To ensure the customer documents and records are accurate
- Recognize and resolve the issues pertains to improper procedures
- To make the decisions about whether the additional information is required which pertains to the schemes or folios
- To Check and handle the Customers Statement of the Bank and other supporting documents
- Entering the Customers Information into the NSE Application Portal for the process
- Provide timely service of the different schemes and also for the AMC's
- Maintaining the different types of Reports of particular customers
- Make the purchase, systematic cease and also redemption of the different schemes for the customers on the NSE Platform Portal
- Processing the data properly and producing the results accurately
Customer Care Associate (Back-office Non-Voice Process) - KARVY Data Management Services Pvt Ltd.
(2016-07 - 2017-08)
Process: De Dupe (The Duplicates) Back-Office Non-Voice Process
- To ensure the customer records are accurate and complete
- To ensure the duplicates procedures/ errors which pertains to improper results
- To analyze and draw the conclusions of customer records evidence
- To make the final decisions about whether the additional information is required
- Finally, to verify and perform the terms and conditions of duplicates in an efficient and timely manner
Senior Member Claims Processing Executive - Hinduja Global Solutions Pvt. Ltd
(2013-03 - 2015-08)
Process: Member PHI Correspondence Back-Office Non-Voice Process
- Reporting, Allocation and Distribution of work among team members
- Co-ordination with the Team Lead
- Reviewing the member medical claims to ensure that valid claims are paid based on policy's benefits
- Claims data entry and maintenance of member's purchase and payment history
- Recognize and resolve the issues pertaining to improper billing procedures and claim settlements
- Expertise in member policies and procedures for accurate claims payment
- Provided timely service to members, providers and billing departments
- User Manual/System Appreciation documentation
- Processing the data properly and producing the results accurately
Officer - Vasavi Co-operative Bank Limited
(2012-03 - 2013-02)
Process Name: Banking Solutions
- Understanding the customer needs to suggest the appropriate banking products
- Involve in handling day to day billing activities such as purchase and payment history, and data processing accurately
- Maintain and validate the customer records in an simple manner
- Expertise in Banking Software BankSoft
