Banking Financial Representation Specialist

Company Description

We provide professional services in the area of banking dispute documentation and regulatory representation. The firm assists clients in preparing complaints, rejoinders, and regulatory submissions before appropriate authorities, including the RBI Banking Ombudsman. Our approach is strictly documentation-driven, compliant with regulatory frameworks, and focused on financial consumer protection.

Role Description

Looking for a professional experienced in drafting and representing banking-related financial grievances before RBI Banking Ombudsman / CMS, including subsidy-linked housing finance disputes.

This is a full-time, on-site role for a Banking Ombudsman Representation Specialist located in Surat. The role involves handling customer grievances related to banking services, preparing and submitting comprehensive representation to the bank and RBI Banking Ombudsman, and ensuring timely resolution of cases. Core skill required are Banking grievance drafting and Representation against banks.

Qualifications

• Excellent communication and writing skills, with a strong focus on customer interaction and case documentation
• Knowledge of banking operations, banking regulations, and consumer rights
• Analytical and problem-solving skills with the ability to research, compile, and present detailed case information
• Proficiency in Microsoft Office Suite, especially Word and Excel for documentation and data management
• Ability to work collaboratively in team settings and manage multiple tasks efficiently
• Educational background in law, finance, or business administration is a plus
• Previous experience handling compliance or grievance cases will be considered an advantage

Key Responsibilities

• Draft RBI Banking Ombudsman complaints and rebuttals
• Prepare representations against banks on factual and regulatory grounds
• Analyze bank replies and prepare structured rejoinders