Customer Support Associate

JOB DESCRIPTION (JD)

Customer Support Associate (CSA) – Contractual

Organization: Small Industries Development Bank of India (SIDBI)
Location: Lucknow, Uttar Pradesh
Number of Positions: 2
Monthly Salary: 30,000–35,000 (based on experience and profile)
Employment Type: Contractual

1. Job Summary

SIDBI is looking for detail-oriented and analytical candidates for the position of Customer Support Associate (CSA) at its Lucknow location. The candidate should have strong analytical, drafting, financial data analysis, and communication skills, along with proficiency in MS Excel, PowerPoint, and Word.

Knowledge of banking operations, NPA management, recovery processes, accounting, and financial analysis will be an added advantage.

2. Roles and Responsibilities

· Analyze financial, accounting, and business data and prepare reports.

· Prepare MIS reports, dashboards, and management presentations.

· Use advanced MS Excel functions, including Pivot Tables, Power Query, Lookups, and data analysis tools.

· Draft official communications, policy notes, memoranda, and reports.

· Support banking operations, credit monitoring, and recovery-related activities.

· Assist in analyzing financial statements and accounting information.

· Prepare documentation and reports for management reviews and decision-making.

· Coordinate with internal teams and stakeholders to ensure timely completion of assigned tasks.

3. Essential Qualifications

· Graduate in Commerce, Management, Economics, Statistics, Mathematics, Computer Applications, Banking, Finance, or an allied discipline from a recognized university.

· Minimum 60% marks or equivalent CGPA.

4. Preferred Qualifications

· MBA in Finance or Banking.

· CA Inter or CMA Inter.

· M.Com.

· BBA/B.Com with strong analytical skills.

· Postgraduate Diploma in Banking and Finance.

5. Essential Technical Skills

· MS Excel: Advanced proficiency in Pivot Tables, Power Query, Lookups, MIS preparation, and dashboard creation.

· MS PowerPoint: Preparation of management presentations and review decks.

· MS Word: Drafting policy notes, memoranda, official communications, and reports.

· Financial and accounting data analysis.

· Strong business communication, analytical, and drafting skills.

6. Desirable Skills

· Knowledge of NPA management and recovery processes.

· Understanding of SARFAESI, IBC, DRT, and OTS mechanisms.

· Basic accounting knowledge and financial statement analysis.

· Experience in banking, financial institutions, NBFCs, audit firms, or consulting organizations.

· Working knowledge of Power BI or Tableau will be an added advantage.

7. Experience Requirements

· Freshers with excellent analytical and technical skills may be considered.

· Preference may be given to candidates with 1–3 years of relevant experience in banking, financial services, recovery, credit monitoring, audit, consulting, or MIS functions.

· Candidates with postgraduate qualifications in Finance/Banking or relevant industry experience will be preferred.

8. Key Competencies

· Strong analytical and problem-solving abilities.

· Attention to detail and accuracy.

· Excellent written and verbal communication skills.

· Ability to prepare reports and presentations independently.

· Good organizational skills and ability to meet deadlines.

9. Compensation

Monthly salary will range from ₹30,000 to ₹35,000, depending on the candidate's qualifications, experience, and overall suitability for the role.

10. Job Location

Lucknow, Uttar Pradesh – 2 positions.

• It is a Full Time Accountant job for candidates with 1 - 3 years of experience.