Role Purpose: Provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs.
Key Responsibilities: • Support process by managing transactions as per required quality standards. • Field incoming help requests from clients via telephone and/or emails courteously. • Document end-user identification information, including name, department, contact details, and nature of the problem. • Update availability in the RAVE system to ensure productivity. • Record, track, and document all queries, problem-solving steps, and resolution outcomes. • Follow standard processes to resolve client queries within defined contract SLAs. • Access and maintain internal knowledge bases and FAQs for effective problem resolution. • Identify product details to facilitate better client interaction and troubleshooting. • Analyze call logs to spot trends and prevent future problems; update self-help documents. • Identify red flags and escalate serious issues to Team Leaders when necessary. • Ensure all product disclosures are provided before and after interactions. • Comply with service agreements to avoid legal challenges. • Deliver excellent customer service through effective diagnosis and step-by-step guidance. • Assist clients with navigating product menus and understanding features. • Maintain accurate logs using designated tracking software. • Offer alternative solutions to retain customers. • Organize ideas and communicate effectively across various situations. • Follow up with customers for feedback and SLA compliance. • Undertake product trainings to stay current with features and updates. • Partner with team leaders to identify training themes and learning needs.
Performance Parameters: • Process: Cases resolved per day, compliance to process/quality standards, meeting SLAs, Pulse score, Customer feedback. • Self-Management: Productivity, efficiency, absenteeism, training hours, technical training completed.
Required Qualifications
Investment Banking domain expertise
Loans processing
Client troubleshooting & support
SLA compliance & escalation management
Tracking software proficiency
Preferred Qualifications
Advanced troubleshooting methodologies
Customer retention strategies
Process optimization
Continuous learning & certification in financial services
Skills Required
Investment BankingLoans ProcessingClient SupportTroubleshootingSLA ManagementEscalation HandlingKnowledge Base ManagementCommunication SkillsProcess ComplianceCustomer RetentionData DocumentationProduct TrainingQuality StandardsCall Center OperationsEmail SupportPerformance TrackingSelf-ManagementOperational Excellence