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Project Details

Consultant - Operations lead

A top tier life and health insurance, asset and wealth management company

 Mumbai / Navi Mumbai

Posted on:  29/01/2021

Cinque Terre

Starts on:  8/02/2021


Service Operations & Delivery


Frontline customer engagement, Process optimization and transition management, Delivery Lead, Project management support, Key account management, Customer experience,



Company Details

A top tier life and health insurance, asset and wealth management company

Assignment Details

Our client is a leading financial services company. They are looking to engage with a consultant to lead operations.

Key Responsibilities:

1. Implementing and monitoring of Online Transactions
o Ensure that processing and processing of digital transactions happen in the desired fashion. This would include all the sub processes of smooth transaction processing like handling closure of unreconciled credits, handling direct credit rejection cases, closure of pending trnxs, liquid utilization process etc.
o Monitoring and ensuring seemly transaction processing across various platforms for accuracy and timeliness.
o Query resolutions

2. Adherence to Regulatory requirements
o Ensuring all regulatory requirements are met for:
o Allotment of Units
o Processing of digital transactions
o NAV applicability

3. Supporting New Initiatives
o To support the building and implementation of new online and digital processes by liaising with CAMS, external vendors and internal IT team for basic requirements.
o Ensuring that the implementation is carried out properly by carrying out UAT
o Tracking the transaction to ensure expected behaviour

4. Vendor Management/Stakeholder Management
o To coordinate with multiple vendors like Bill Desk, CAMS and all other service providers
o Processing of invoices
o Ensure Vendors adhere to the laid down SLA
o Ensuring all customer issues are resolved in a timely fashion and to the satisfaction of the customer

Skills Required

1. Basic computer knowledge
2. MF knowledge is preferred and knowledge of any kind of website development or handling digital transactions will be a plus point.

Assignment Duration

9 month(s)

Capacity Required

Full Time

No. of Positions


Nature of Work


Profile Requirements

Experience: 5+ years

Qualification : Graduate

fleXpertise required

Data processingmutual fundDigital transactionOperations leadfinancial servicesMIS


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