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PeopleStrong in Chennai invites applications for a KYC/data operations role within Retail Operations. You will prepare calling files, pull data from systems and RM files, and share filtered data for calling and appointment planning with agents.
Additionally, you will oversee Video KYC completion per ABFL guidelines, update the tracker daily, and support new process improvement ideas and Kaizen initiatives to enhance efficiency.
DEPARTMENT-1 Retail Operations
Country India
State Tamil Nadu
Worksite Chennai-The Oval
Function Services Operations
KYC
Post Graduate
Job Purpose Description
Prepare Calling file
Data needs to be collected from System and files shared by RM. Data will be filtered as per the defined terms and will be shared for calling.
Appointment Fixing
Fixing Appointments and allocating it to Agent as per the available time slot. Incase customer is not reachable then need to update in the tracker so that Relationship Manager can take further action. Co-ordinate with respective agents for updating Video KYC status. Share daily update with the superior.
Completing Video KYC
Completing Video KYC as per Regulatory Guidelines. Ensuring proper verification is done and completing the Video KYC within the prescribed timeline as per ABFL Guidelines. Sharing the daily update and tracker with concern team.
No of Kaizens registered and YB completed
New Initiatives and Process improvement ideas and execution of those ideas is critical