Customer Service & Operations Analyst

Overview

Customer Service and Operations Analyst supporting Private Banking Wealth Management (PBWM), investigating customer queries, handling complex banking and lending cases, and resolving requests through informed decision-making.

What you'll do

• Maintain a clear understanding of customer and stakeholder needs to deliver the most appropriate, fit-for-purpose solutions for complex issues.
• Support the unit leader by allocating work, making sure processes are followed, and contributing to the development of business continuity plans.
• Support customer transactions, orderbook management and prioritisation.
• Authorise and investigate transactions in line with defined KPIs.
• Provide specialist support by monitoring and sharing MI.
• Collect and analyse information from customers and businesses.
• Review processes that could be enhanced to improve customer experience.
• Liaise with businesses to gather accurate information and resolve queries for customers in PBWM efficiently and effectively.

What you'll need

• Strong ability to understand customer needs and build productive relationships with stakeholders.
• Solid industry knowledge.
• Sound analytical skills to interpret information quickly and make sound decisions.
• Ability to work well in a fast-paced environment.
• Strong organisational skills to meet deadlines consistently.
• Strong knowledge in banking operations, products, processes and systems.
• Deep insight into the Private Banking industry and its customers, policies and regulations.

Nice to have

• Experience with Avaloq and private banking platforms.
• Knowledge of credit/debit card operations and systems such as TSYS and Fiserv.

Details

• Location: Bengaluru.
• Hours: 45 per week.
• Senior analyst level.
• Job posting closing date: 19/11/2026.