Senior Voice Associate

Job Description

Who are we looking for?

L 3 level Transaction Processing/Calling Executive/Officer – to process the Capital Market – Brokerage process documents for a Voice BPS account (US Client).

Technical Skills:

• International Calling experience
• Quick and attentive speaking with the clients/Advisors
• Excellent MS Office skills – MS Excel, Power Point, Excel Macros and E Mail Drafting
• Good Typing Speed of 28 WPM with >=95% accuracy

Process Skills:

• Good and sound knowledge of Capital Market Concepts – preferably US Stock Market
• Processing skills of Asset Transfer – primarily Mutual Funds. Processing High Net Value Mutual Funds, Verification, Analyzing MF documents and providing Updates to Brokerage Advisors of their requests
• Research the account information to determine if there are assets for transfer.
• Research encompasses looking for rejection letters, revised paperwork or checks on file if not yet posted.
• Post comprehensive research, call out to the Advisor and subsequently update the systems/applications accordingly.
• 100% Accurate work required as Errors will have financial impacts from Client and their Customer side.

Behavioral Skills:

• Strictly US Shift Working Hours – should be flexible to do Over Time duty if required.
• Punctual and adherence to attendance and Leaves
• To report to Team Lead and follow the Instructions and the HR Policies as per Company

Certification:

• Education: 12 + 3 Degree Education is mandatory – B Com, BBA and BBM Graduates preferred, however Candidate with good work experience (similar BPO field and domain) but with other Specialization will also be looked into.
• Additional Certification on Stock Market Subjects is added advantage.
• No Engineering / Tech Graduates

Experience requirements:

• Candidate should have minimum 6 months to 1 year International Calling experience in similar BPO field – preferable from Banking and Capital Market Domain (primary preference)
• Secondary preference will be for Candidates who have experience in other BPO domains like Accounting, Insurance, Health Care etc.

Expected Competencies:

• Interpersonal Effectiveness: Candidate should be a team player and demonstrate required aptitude and attitude towards work and the Team.
• Service Orientation: Candidate should be Customer Centric and committed to deliver the best to Customers and the Business.