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Senior Associate Client Reporting

1.00 to 3.00 Years   Hyderabad   31 Mar, 2020
Job LocationHyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

  • Assist with regularly scheduled and ad hoc reporting for both internal and external clients. Make delivery of prepared reports to the client, RM, CSS, or management according to SOPs. Responsible for report creation (maker), checker process - 50%
  • Research and respond to report related inquiries from RMs and CSS - 10%
  • Escalate data irregularities, data availability delays or other issues to CSS and other relevant teams such as GM One Call and Account Management, to ensure data issues are communicated, diagnosed and resolved by the appropriate team in a timely manner - 10%
  • Track report execution metrics relative to timeliness and accuracy for weekly and/or monthly governance review - 10%
  • Ensure that all client and internal reporting deliverables and related controls are completed accurately and on time, on a daily, weekly, monthly, quarterly, and annual basis - 10%

Ensure metrics are complete on timeliness, accuracy and completeness of work as well as sufficient resources to support function; provide weekly reports to management and CSS for review - 10%

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Keyskills :
customerrelations insurance quality sales mis adhocreporting clientreporting accountmanagement css rms checker metrics research reporting management availability PWS Deliverables SourceSelection tatementsofworksow

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