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Recognizable financial services brand, metro Noida location, and generalist trainee operations role attract many applicants.
Process operations skills are transferable, but financial products exposure creates moderate industry specificity.
Explicit 1–2 years requirement plus SLA targets and process accuracy expectations enforce moderate screening.
Manage client and advisor service requests related to account information, policies, and procedures.
Ensure timely resolution of queries and issues while meeting SLA and team performance goals.
Collaborate with internal teams and partners to identify process improvements and implement solutions.
Graduate or Post-Graduate degree in finance, commerce, business management, or operations.
Strong written and verbal communication skills, including presentation abilities.
Working knowledge of Microsoft Office applications.
Work Experience Required: 1-2 years preferred in brokerage or relevant financial services; not strictly mandatory.
Experience or exposure to financial products such as mutual funds, insurance, retirement services, or financial planning.
Ability to consistently meet service level agreements with low variation in team performance.
Comfortable working in a hybrid model with a minimum of three days in-office attendance per week.