Operations Analyst, AS

Overview

Operations Analyst role reviewing voice logs between Client Relationship Managers (RCs) and clients to validate, document and escalate trade details in product-specific templates.

What you'll do

• Review voice logs between RCs and clients to validate that trade details have been discussed and agreed as per required standards.
• Listen to and understand client and RM discussions and accurately document agreed details or the prescribed business template, as applicable.
• Complete the relevant product-specific voice log review template with accurate details, observations and outcome of the review.
• Identify and highlight missing, incomplete, inconsistent or unclear trade details and escalate exceptions to relevant stakeholders within agreed timelines.
• Ensure accurate and timely completion of daily production activities in line with defined SLAs, cut-off times and quality expectations.
• Perform quality checks on completed reviews to support consistency, audit readiness and control effectiveness.
• Assist in preparing and reviewing daily control / production reports, including tracking of open items, exceptions and follow-ups.
• Support follow-up with RC / business teams for clarification or resolution of deficiencies noted during voice log review.
• Maintain proper documentation and evidence of review outcomes to support internal control, audit and management reporting requirements.
• Coordinate with team members and stakeholders on complex cases, escalations, reporting requirements and process improvements.
• Act as backup for peers during absence and support knowledge sharing, cross-training and continuous improvement.
• Perform other administration, reporting and control-related tasks as assigned.

What you'll need

• University graduate with a Bachelor's Degree (minimum educational qualification).
• Good command of business English for accurate documentation, exception reporting and stakeholder communication.
• Strong listening, comprehension, documentation and analytical skills with high attention to detail.
• Ability to identify gaps, inconsistencies, missing information and potential control issues from recorded conversations.
• Proficient in Microsoft Office applications, especially Excel, Word and PowerPoint.
• Highly motivated, quality-focused, able to work independently as well as collaboratively within a team environment.
• Ability to multi-task and work under pressure to meet production timelines, cut-off times and quality standards.
• Good communication skills and ability to manage routine queries / first-level escalations professionally.
• Proven ability to leverage AI tools to enhance productivity and optimise workflows, applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Nice to have

• Understanding of trade lifecycle, banking / wealth management products or control review processes.

Details

• Location: Jaipur, India.
• Corporate Title: Analyst.