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Role at a glance
You will
Review voice logs to validate that trade details have been discussed and agreed as per the required standards.
Listen to and understand client and RMs discussions and accurately document the agreed details or the prescribed business template, as…
Complete the relevant product-specific voice log review template with accurate details, observations, and outcome of the review.
Must-have skills
MS OfficeMS PowerPointStakeholder Communication
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Job description
Location: Jaipur Department: Operations
We are seeking an Operations Analyst to join our team in Jaipur, India.
The Operations Analyst will be responsible for day-to-day review of voice logs between Client Relationship Managers and clients where trade details are discussed and agreed.
Key Responsibilities:
Review voice logs to validate that trade details have been discussed and agreed as per the required standards.
Listen to and understand client and RMs discussions and accurately document the agreed details or the prescribed business template, as applicable.
Complete the relevant product-specific voice log review template with accurate details, observations, and outcome of the review.
Identify and highlight missing, incomplete, inconsistent, or unclear trade details and escalate exceptions to the relevant stakeholders within agreed timelines.
Ensure accurate and timely completion of daily production activities in line with defined SLAs, cut-off times, and quality expectations.
Perform quality checks on completed reviews to support consistency, audit readiness, and control effectiveness.
Assist in preparing and reviewing daily control / production reports, including tracking of open items, exceptions, and follow-ups.
Support follow-up with RC / business teams for clarification or resolution of deficiencies noted during voice log review.
Maintain proper documentation and evidence of review outcomes to support internal control, audit, and management reporting requirements.
Coordinate with team members and stakeholders on complex cases, escalations, reporting requirements, and process improvements.
Act as backup for peers during absence and support knowledge sharing, cross-training, and continuous improvement within the team.
Perform other administration, reporting, and control-related tasks as assigned.
Requirements:
Minimum educational qualification: University graduate with a Bachelor’s Degree.
Good command of business English for accurate documentation, exception reporting, and stakeholder communication.
Understanding of trade lifecycle, banking / wealth management products, or control review processes will be an added advantage.
Strong listening, comprehension, documentation, and analytical skills with high attention to detail.
Ability to identify gaps, inconsistencies, missing information, and potential control issues from recorded conversations.
Candidates are required to be proficient in Microsoft Office applications, especially Excel, Word, and PowerPoint.
Highly motivated, quality-focused, and able to work independently as well as collaboratively within a team environment.
Ability to multi-task and work under pressure to meet production timelines, cut-off times, and quality standards.
Good communication skills and ability to manage routine queries / first-level escalations professionally.
Benefits:
Best in class leave policy.
Gender neutral parental leaves
100% reimbursement under childcare assistance benefit (gender neutral)
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above