Automation Specialist - Mutual Funds

7 Hours ago • Upto 3 Years

About the job

SummaryBy Outscal

Must have:
  • Graduate from a top-tier institute (BE/BTech, BCA/MCA)
  • CX and/or Automation experience
  • Customer centricity and risk mitigation
  • Collaboration, ownership, attention to detail
  • Effective communication (verbal and written)
  • Prioritization, process orientation, documentation
Perks:
  • Medical Insurance
  • Critical Illness Insurance
  • Accidental Insurance
  • Life Insurance
  • Employee Assistance Program
  • Onsite Medical Center
  • Emergency Support System
  • Maternity Benefit
  • Paternity Benefit Program
  • Adoption Assistance Program
  • Day-care Support Program
  • Relocation benefits
  • Transfer Support Policy
  • Travel Policy
  • Employee PF Contribution
  • Flexible PF Contribution
  • Gratuity
  • NPS
  • Leave Encashment
  • Higher Education Assistance
  • Car Lease
  • Salary Advance Policy
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About PhonePe Group: 

PhonePe is India’s leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services.

Culture

At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right  environment for you is just one of the things we do. We empower people and trust them to do the right  thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a  big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of  the best minds in the country and executing on your dreams with purpose and speed, join us!

JOB DESCRIPTION

 

Role: Senior Automation Specialist, CX

Title: Senior Automation Specialist I/II, CX

Location: Bengaluru

Reporting to: Senior Manager, CX Automation

About Phonepe :

PhonePe is India’s leading digital payments platform with over 280 million registered users. Using PhonePe, users can send and receive money, recharge mobile, DTH, data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app and offered money transfer to individuals and merchants, recharges and bill payments to begin with. In 2017, PhonePe forayed into financial services with the launch of digital gold, providing users with a safe and convenient option to buy 24-karat gold securely on its platform. PhonePe has since launched Mutual Funds and Insurance products like tax-saving funds, liquid funds, international travel insurance, Corona Care, a dedicated insurance product for the COVID-19 pandemic among others.

About Customer Experience Function :

 

At PhonePe, the customer experience team takes full ownership of customers’ problems and strives to provide quick and meaningful resolution. They are the ones bettering our product everyday with real-time insights and customer feedback.

Function Summary: (Inputs from Business leaders)

 

Cx strategy acts as the strategic arm of Customer experience function and aspires to leverage design thinking, technology and customer insights to improve end to end customer experience. Through collaborative efforts of Product Operations, Design, Automation, Content & Business intelligence functions, Cx Strat builds out customer experience journeys for scale and serves as a source of actionable insights for product & category managers. As PhonePe expands into new business verticals, Cx Strategy continues to innovate, build support frameworks and enhance effectiveness of CS operations in a bid to create exceptional customer experiences.

 

Job Objective: (How does the role impact the overall business? Provide a brief within 3-4 sentences)

 

The goal for the automation function - encapsulated in a single statement - is to ensure minimal manual interventions while having customer satisfaction as the primary safeguard.

 

The automation role is at the cusp of business, product, and engineering, we collaborate with an extensive list of stakeholders and own several long term strategic initiatives with the intent to allow people to move onto higher-value tasks and bring efficiencies to the pod. 

Role Expectations:(KPIs/KRAs of the role)

 

The responsibilities for an Automation specialist will be to own final delivery; ensure successful execution of sprints by shouldering critical engineering responsibilities.

 

North Star goal is Automation percentage.

 

Other salient KPIs (in no particular order)

●      CSAT

●      Contact to transaction Ratio

●      Average Interaction per manual ticket

Experience, Skills, Qualifications:

 

 

EXPERIENCE and QUALIFICATION

 

●      Graduate from a top tier institute (BE/BTech, BCA/MCA)

●      Upto 3 years experience in CX and/or Automation roles

 

 

SKILLS

●      Customer centricity – Preempt ‘support pain points’ to drive customer experience

●      Risk Mitigation - Should apply the previous experience/learnings to think multiple steps ahead and help plan for known knowns

●      Collaboration – Ability to work with direct stakeholders with a bias for impact

●      Ownership – Take 100% ownership of sprint timeline and quality

●      Attention to detail – Adept at identifying gaps in process, flows etc, and guide specialist-1s to deliver accurate and effective process flows

●      Effective Communication (Verbal and Written) – Adept at communicating across levels and stakeholders. Ability to build narratives for case studies, achievements etc.

●      Prioritization and Focus on execution - Ability to prioritize actionable with guidance from AM and ensure adherence to sprint timelines

●      Process Oriented - Ensure compliance with the process and looking for continuous improvement of the same

●      Effective documentation and Communication (Verbal and Written) – Adept at documenting analysis, discussions, requirements, recommendations etc and communicating across levels and stakeholders. Ability to build narratives for case studies, achievements etc.

 

 

 

 

PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles)

  • Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance
  • Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System
  • Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program
  • Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy
  • Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment 
  • Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy

Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe on our blog.

Life at PhonePe

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About The Company

PhonePe was founded in December 2015 and has emerged as India’s largest payments app, enabling digital inclusion for consumers and merchants alike. With 48 crore (480 Million) registered users, one in four Indians are now on PhonePe. The company has also successfully digitized 3.6 crore (36 Million) offline merchants spread across Tier 2,3,4 and beyond, covering 99% of the postal codes across India. PhonePe is also the leader in Bharat Bill Pay System (BBPS), processing over 45% of the transactions on the BBPS platform. PhonePe forayed into financial services in 2017, providing users with safe and convenient investing options on its platform. Since then, the company has introduced several Mutual Funds and Insurance products that offer every Indian an equal opportunity to unlock the flow of money and access to services. PhonePe was recently recognized as the Most Trusted Brand for Digital Payments as per the Brand Trust Report 2023 by Trust Research Advisory (TRA).



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