Financial Service Operations

Job Purpose

Job Purpose Description

obContext&Challenges:Keepingabreastof regulatory,product,policyandsystemchanges. ThechallengeistoovercomeSystemsandinfrastructureconstraints(particularlyinsmall towns) inthesmoothprocessingofpre&post issuance&accountingoperations inahighgrowthand fluidenvironment.Assessandmanageresourceallocationinanenvironmentof frequentchanges inbusinessrules, regulationsandincreasingvolumes. 73%ofbranchesareworkingwithsingle resource Managingabsenteeismanddeputationisakeychallenge,especiallybranchesbeing spreadfarandwideacrossthestate.DSFhasaPanIndiapresenceofSales&distributionteam. Considering the fact that the field requires support on the fly, branches have to actively coordinateswith the central teams to provide prompt and accurate support. Banca&CAB ChannelsworkswithBanks, Corporateagents/Brokers respectively.WithinCABeachof the channel partner types have different models of business. Understanding this vast array of businessmodels and processes, give regular training toCSEs andmonitor their process understandingisakeychallenge. ManaginganddeliveringonthehighexpectationsofSHNI& HNI customers as well as addressing requests for exceptions to processes. Managing expectations duringmonthends&year ends (fluctuations in volumes). The challenge is to ensure that servicestandardsaremet inaconsistentmanner inspiteof spikes involumes. Continuous reviewof processesand first level approval of deviationsof aminor nature from standard process and practice. Handling Sales behaviour effectively in order to ensure compliance to internal andexternal guidelines.Skilling teammembers indiverseandcomplex processesandensuringproductivityimmediatelyonjoining.Motivatingandmonitoringactivitiesof teammemberstoraisethebar forperformancetomeet tightdeliverydeadlines,withinsystems and infrastructure constraints. Providing a singlewindowservice to the high priority clients requiresmultiskillingof teammemberstherebyensuringall teammemberscanprocessavariety of requests independently. Keepingabreast of crossbusinessproduct &policy tobeable to generatevalueforABCandnotABSLIalone.