Operations Associate

About Reconect.ai: Reconect.ai is a leader in tech-driven, AI-enhanced operations, dedicated to setting new standards in customer experience and operational efficiency for financial institutions globally. We are seeking a proactive and client-focused Client Servicing Manager who will play a critical role in nurturing client relationships and driving satisfaction across our portfolio.

Key Responsibilities:

• Client Relationship Management: Build and maintain strong, long-lasting relationships with clients to ensure their needs are met and they are satisfied with our services.
• Operational Support: Coordinate with internal teams to ensure seamless service delivery and resolve any client issues promptly.
• Stakeholder Communication: Act as the primary point of contact for clients, addressing inquiries and managing communication across various channels.
• Client Onboarding: Lead the onboarding process for new clients, ensuring a smooth transition and clear understanding of our platform and services.
• Feedback Integration: Gather and analyze client feedback to provide actionable insights to the product and operations teams, helping refine our offerings.
• Process Optimization: Identify and implement improvements to optimize operational efficiency and effectiveness.
• Support Product Development: Work closely with the product team, providing feedback from operational data to refine product features and strategies.

Qualifications:

• Educational Background: Candidates with a focus on Business Administration, Marketing, or a related field.
• Client Servicing Acumen: Strong interest in client relationship management, with a focus on customer satisfaction and engagement.
• Communication Skills: Excellent interpersonal and communication skills, with the ability to manage multiple stakeholders and foster positive relationships.
• Problem-Solving Abilities: Strong analytical skills to understand client needs and provide effective solutions.
• Adaptability: Ability to thrive in a fast-paced startup environment, demonstrating flexibility and a proactive attitude.
• Tech Savviness: Proficient in MS Office and comfortable with digital tools, with a quick learning curve for new technologies.

Why Join Reconect.ai?

• Impact: Directly influence our client relationships and satisfaction, playing a key role in enhancing our customer experience.
• Career Growth: Be part of a rapidly expanding company with significant opportunities for professional development and career advancement.
• Culture: Join a workplace that values proactive engagement, innovative thinking, and client-focused excellence.

Introduction: 

Join our team at Reconect.ai, where we are shaping the future of debt collection with our innovative Collaborative Intelligence platform. By integrating artificial intelligence with human expertise, we enhance both efficiency and accuracy, creating superior customer experiences. We're seeking a Sales Operations Manager to help us build this new era of tech-driven, AI-enhanced operations.

Responsibilities:

* Client Engagement: Actively work with the product team to map customer journeys and optimize conversion strategies.

* Operational Support: Manage daily operational tasks.

* Stakeholder Interaction: Serve as the key point of contact for clients and vendors, ensuring smooth coordination and fulfillment of operational requirements.

* Process Optimization: Identify and implement process improvements to enhance the efficiency and effectiveness of product operations.

* Support Product Development: Collaborate closely with the product team to relay feedback from operational data, helping to refine product features and strategies.

Qualifications:

* Educational Background: Currently pursuing or recently graduated with a Bachelor’s degree in Business Administration, Operations Management, or a related field.

* Operational Acumen: Keen interest in operations, with a strong orientation towards technology-driven product management.

* Communication Skills: Excellent communication and interpersonal skills, capable of managing multiple stakeholders and maintaining strong relationships.

* Analytical Abilities: Strong analytical skills, with the ability to process operational data and generate actionable insights.

* Adaptability: Ability to thrive in a fast-paced startup environment, with a willingness to take on varied tasks as needed.

* Tech Savviness: Proficiency with MS Office and comfortable with digital tools and platforms, with a quick learning curve for new technologies.

Why Join Us?

* Impact: Directly contribute to the core operations of the company, with a significant impact on our product and customer experience.

* Career Advancement: Potential for a full-time role based on performance after three months, with significant growth potential as the company expands.

* Culture: Engage in a workplace that values proactive engagement, innovative thinking, and operational excellence.

Company Description

Daten & Wissen is a customized Artificial Intelligence solutions provider based in Mumbai. They work with leading industries to support them on their digital transformation journey by optimizing business processes and enabling insights-based decision-making. As a DPIIT-recognized startup and NVIDIA Inception startup partner, Daten & Wissen specializes in various AI technologies including Computer Vision, Natural Language Processing, Time Series Predictions, Deep Learning, and ChatBots.

Key Responsibilities:

The Accounts and Procurement executive will be responsible for managing the financial and procurement activities of the organization. This includes maintaining accurate financial records, processing transactions, and other operational work.

- Maintain accurate financial records, including ledgers, journals, and invoices.

- Process accounts payable and receivable, ensuring timely payments and collections.

- Reconcile bank statements and financial transactions

- Daily expense entry in tally and excel

- Prepare monthly, quarterly, and annual financial reports

- Vendor Management: Identify, evaluate, and negotiate with suppliers to secure the best prices and quality.

- Purchase Orders: Prepare and process purchase orders and requisitions.

- Generate and process invoices using Tally software

Qualifications:

- Any Bachelor’s degree candidate can apply.

- Experience with Tally for invoice generation and financial management

- Excellent written and verbal communication skills

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Objective:

• To manage complete back-office operations related to insurance broking business.

• SAIBA (Insurance broking software) based transactions management.

• Business renewals and retention

Roles & Responsibilities:

• Entry / booking of new / renewal business.

• Tracking the proposal end to end from booking, issuance, endorsement, and brokerage recovery.

• Recon of broking account statements and raising of invoices with insurance companies and timely collection of commission

• Follow-up with insurance companies for brokerage recovery

• Rapport building with insurance companies.

• Follow-up with internal stakeholders for requirement closure

• Create reports and dashboards and publish to internal and external stakeholders and management on a timely basis.

• Follow-up with IT team for reporting and closure of systems bugs/ issues

• Reconciliation Management

• Data Management

Requirements:

• Graduation / Post Graduation. Insurance related qualification would be added advantage.

• 2 -3 years of relevant experience

• Strong proficiency on MS- Excel. Good working knowledge of MS Office – Word, PowerPoint, and Outlook

• Experience of working in the space of insurance broking operations

• Conversant to SAIBA software or any other insurance broking software

• Good cross functional coordination capabilities with internal stakeholders like Finance, compliance, internal audit etc.

• Excellent skills in Microsoft Excel

• Good communication skills

• Good hold on data and datacentric assignments

Job description:

1. Coordinating and Monitoring the Team Members to ensure that all Deliveries are Prepared and delivered to Customers within Stipulated Timelines.

2. Coordinating with Customers for Data & fee collection, Clarification of Suspense, and getting any Missed/Unclear Document Sets.

3. Scheduling Client Visits with DCs/Negotiators for Data Collection per the Pre-Determined Frequency set with Customers.

4. Escalating to Management any Issues they are Facing with Customers/Team Members.

Required Candidate profile:

1. Any Graduate (Preferably B.Com & M.Com)- Married Women mostly preferable.

2. Experience Working in an Accounts/Audit Office is an Added Advantage.

3. Prior Experience in using any Accounting Software is an Added Advantage.

Candidates with good Accounting knowledge, Ms Excel skills, English communication skills, good learning skills, below 30 Yrs age, residing in Kolkata, and want to grow rapidly, Those who are not from an Accounting background, please don't apply.

Requirements:

• Educational Qualification: BCS, MCS, BCA, MCA or equivalent degree in trade/commerce stream with domain knowledge in indirect taxation. 
• Prior work experience in tax software solution or tax advisory companies preferred.
• Ability to effectively service large portfolio of customers
• Excellence in Interpersonal Skills with strong command on spoken and written communication skills
• Ability to thrive in a multi-tasking environment

Roles and Responsibilities:

• Guide a team of customer support associates on customer issue investigation and resolution by applying understanding of GST compliance requirements, GSTN APIs, Eway Bill APIs and E-Invoicing APIs etc.
•   Logging and keeping records of customer/employee queries
• Analysing call logs so you can spot common trends and underlying problems, to guide support team
• Updating self-help documents or preparing FAQ’s, to build knowledge base of support team on issues raised by ASP Partners and Corporates.
• Ensure timely response to customers with accurate guidance for issue resolution, by measuring the performance of support team on response SLA and quality of response.
• Manage ongoing interaction with key client relationships to build the relationship to level of being the preferred and only service provider for GST compliance requirements.
• Manage monthly billing operations across customer portfolio – including a good control on receivable ageing and reporting to management on realization delays which require management intervention.
• Manage regular interaction with GST Network for customer issues. Build a strong relationship with GST Network to achieve quicker turnaround from GSTN on deliverables.
• Keep a close watch on any updates from GSTN and/or the ASP-GSP ecosystem, to convey relevant updates to our customer portfolio.