Title: Senior Analyst
Job Description
Essential General Skills :
• Advanced knowledge of MS Office tools.
• Very Good written & spoken communication skills;
• Good Analytical Skills & problem solving skills
• Pro-active & Positive Attitude
• Ability to Work efficiently and effectively in a team;
• Excellent Customer facing Skills and Ability to build Rapport with Clients
• Have the ability to escalate issues on time to ensure quick resolution
• Good phone & email etiquettes
• Candidate must be a Post Graduate or a CA or CFA, with knowledge of accounting and finance.
• 4 - 6 years of fund accounting experience
͏Domain Skills :
• Very good understanding of Financial Accounting
• Genaral understanding of Capital Markets
• Genaral understanding of Banking
• Genaral understanding of Private Equity / Real Estate / Hedge Funds
• Hands on experience of Private Equity / Real Estate / Hedge Funds systems
• Reasonable understanding of Private Equity / Real Estate / Hedge Funds processes such as Accounting, Investor Reporting, Capital Calls, Distribution, Financial Statements etc.
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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 customers’ and clients’ 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 |