TM - VKYC

Aditya Birla Group; Thane; On-site; INR 250,000 - 400,000; Full time

Job summary

PeopleStrong is seeking a diligence-focused candidate for the Operations - Institutional function in Thane. The role involves preparing calling files, collecting data from system sources, and assigning appointments to agents based on available time slots.

You will coordinate with Relationship Managers and update the tracker daily. Key tasks include completing Video KYC in line with regulatory guidelines and contributing to process improvements.

Qualifications

• KYC process familiarity
• Data extraction from systems and files
• Coordinating appointment fixing with agents
• Video KYC execution per guidelines

Responsibilities

• Prepare Calling file and collect data from RM-provided sources.
• Fix appointments and allocate to agent in available slots.
• Coordinate with agents for Video KYC status updates.
• Provide daily updates to supervisor and ensure timely completion of tasks.

Skills

KYC

Post Graduate

Education

Post Graduate

Job description

DEPARTMENT-1 Operations - Institutional

Country India

State Maharashtra

Worksite G-Corp Tech Park, Thane

Function Services Operations

Skills

Skill

KYC

Post Graduate

CERTIFICATION

Job Description

Job Purpose

ob Purpose

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