Job Description
Key Responsibilities: Location: Gurgaon, India Start Date: Q2, 2024
• Assisting the NY team on priority investor onboarding, legal entity onboarding and dissolution of entities.
• Review new entities in MDM and submitting finance information for entity setup in BX systems.
• Review EINs and bank accounts onboarding for entities.
• Manage and maintain process document repository.
• Review Third Parties and Vendors onboarding on systems and maintaining Vendor list.
• Preparing and address queries related to complex fund structure charts and KYC/AML documents.
• Track business unit/compliance policy for voting proxy shares and saving support documents.
• Testing and flagging of LP Limitations.
• Review of GP Deal Certificates
• Review quarterly VIE/VOE Consolidation Analysis of BX managed entities.
• Liaising with the multiple teams including Deal & Legal counsel and consolidating the information or data based on requester requirement.
• Work closely with the multiple teams in NY and consolidating the information or data based on process requirement.
• Prepare and update process documentation or SOPs.
• Identify process gaps & generate ideas to transform/automate the manual processes.
• Assist NY team on various ad-hoc projects and activitie
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Desired Candidate Profile:
• Post Graduate with relevant experience of 4+ years.
• Strong written and verbal communication skills.
• Strong technical accounting skills
• Strong analytical and organizational skills
• Detail oriented
• Proactive, eager to learn and must operate with the highest level of integrity.
• Ability to work in a fast paced professional environment and handle multiple projects and deadlines
• Ability to build relationships and communicate effectively across multiple levels, functions and locations
• Effectively work and communicate with members of the team to ensure established deadlines are being met in an efficient, accurate and thorough manner
• Actively participate and contribute to initiatives that generate greater accuracy in processing efficiencies.
• Proficiency in Microsoft Office (Excel, Word and PowerPoint) required
• Ideally has work based exposure to or knowledge of: o Accounting/Audit Functions o Middle/Back Office Operations o Corporate Accounting
• Assist Supervisor and Team Lead with training and mentoring of new joiners
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Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
- Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating around product menus and facilitate better understanding of product features
- Troubleshoot all client queries in a user-friendly, courteous and professional manner
- Maintain logs and records of all customer queries as per the standard procedures and guidelines
- Accurately process and record all incoming call and email using the designated tracking software
- Offer alternative solutions to clients (where appropriate) with the objective of retaining customersâ and clientsâ business
- Organize ideas and effectively communicate oral messages appropriate to listeners and situations
- Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs
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Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
- Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
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Deliver
| No | Performance Parameter | Measure |
| 1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
| 2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |
Experience: 3-5 Years .
Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.