HO Ops - DP - Team Member - West - Corporate

<p class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">1) Vendor Billing Management</span></b></p><p><b></b></p><b></b> <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Own the <b>end-to-end vendor billing cycle</b>: invoice receipt, validation, coding, approvals, posting, and payment follow-ups.</span><p></p></li> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Reconcile</span></b><span lang="en-us" xml:lang="en-us"> vendor statements, track accruals, and resolve billing discrepancies within defined <b>TATs</b>.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Maintain <b>vendor master data</b>, contracts, rates, and SLAs; monitor spend vs. budget and highlight variances.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Coordinate with <b>Finance/Accounts Payable</b> for timely disbursements; prepare <b>aging reports</b> and dashboards.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Partner with vendors to <b>optimize billing processes</b>, introduce automation, and reduce manual errors.</span><p></p></li> </ul> <p class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">2) KRA / CKYC Knowledge & Execution</span></b></p><p><b></b></p><b></b> <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Perform <b>KYC/KRA/CKYC checks</b> during account opening; ensure records are complete, accurate, and <b>regulatory compliant</b>.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Validate client documents (POI/POA, PAN, Aadhaar, FATCA, etc.) and resolve <b>KYC exceptions</b>.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Interface with KRA/CKYC systems to <b>fetch, register, and update</b> client KYC details; maintain audit trails.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Support <b>periodic KYC refresh/re-KYC</b>, and ensure timely remediation of pending cases.</span><p></p></li> </ul> <p class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">3) Trading Modification</span></b></p><p><b></b></p><b></b> <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Manage <b>end-to-end onboarding</b>: application intake, verification, document checks, data entry, <b>in-principle approvals</b>, and activation.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Process <b>account modifications</b> (contact details, segment enablement, nominee change, bank/DP updates, risk profile edits) with proper authorization.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Ensure <b>seamless coordination</b> with Compliance, Risk, Tech, and Sales for smooth go-live.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Maintain accurate <b>system records</b>, logs, maker-checker controls, and <b>audit readiness</b>.</span><p></p></li> </ul> <p class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">4) Escalation Management</span></b></p><p><b></b></p><b></b> <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Act as <b>point of contact</b> for client and internal escalations related to onboarding, KYC, and billing.</span><p></p></li> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Triage and prioritize</span></b><span lang="en-us" xml:lang="en-us"> issues, conduct root-cause analysis, and drive swift resolution within <b>SLA/TAT</b>.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Build <b>preventive actions</b> and SOP enhancements to reduce recurring escalations.</span><p></p></li> <li class="MsoNormal"><span lang="en-us" xml:lang="en-us">Provide <b>status updates</b> to stakeholders; publish weekly/monthly escalation and <b>RCAs</b>.</span><p></p></li> </ul> <div class="MsoNormal" align="center" style="text-align:center;"></div> <p class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Required Skills & Competencies</span></b></p><p><b></b></p><b></b> <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Domain:</span></b><span lang="en-us" xml:lang="en-us"> Strong understanding of <b>KRA/CKYC</b>, trading account opening processes, and brokerage/back-office operations.</span><p></p></li> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Process & Compliance:</span></b><span lang="en-us" xml:lang="en-us"> Maker–checker discipline, documentation rigor, and audit readiness.</span><p></p></li> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Billing & Reconciliation:</span></b><span lang="en-us" xml:lang="en-us"> Invoice validation, accruals, ledgers, vendor statement reconciliation, and variance analysis.</span><p></p></li> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Systems:</span></b><span lang="en-us" xml:lang="en-us"> Experience with <b>KRA/CKYC portals</b>, <b>back-office trading platforms</b>, CRM, and basic ERP/AP modules (e.g., Tally/Oracle/SAP—nice to have).</span><p></p></li> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Analytical:</span></b><span lang="en-us" xml:lang="en-us"> Data accuracy, pattern recognition, root-cause analysis.</span><p></p></li> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Communication:</span></b><span lang="en-us" xml:lang="en-us"> Clear written/verbal communication; stakeholder and vendor coordination.</span><p></p></li> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Ownership & Result Orientation:</span></b><span lang="en-us" xml:lang="en-us"> Meeting <b>TAT</b>, <b>SLA</b>, and <b>quality</b> metrics consistently.</span><p></p></li> <li class="MsoNormal"><b><span lang="en-us" xml:lang="en-us">Escalation Handling:</span></b><span lang="en-us" xml:lang="en-us"> Calm under pressure, structured problem-solving, and effective follow-through.</span><p></p></li> </ul> <p class="MsoNormal"><span lang="en-us" xml:lang="en-us"> </span></p>