Provide client service support for current account customers:
- Monitoring and handling of Trade and Forex Transactions through a team of BB SRM
- Monitoring and ensuring smooth processing of Current Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow
- Managing a team of BB SRM who will be responsible to client queries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
- Liaison with Branches, Operations/Product teams, CMS Ops, group service providers for seamless execution.
- Managing a team of BB SRM will will take care of cheque referrals, statement requirements, Re-KYC, Risk Profiling and other Compliance Parameters
- Ensure compliance and processes are adhered to in all internal and external communications
- Regular Review with all stakeholders to ensure seamless client experience
- Identify Areas of Improvement for the team and organise trainings
- Identify process improvement areas work towards implementation in consultation with internal stakeholders
- Motivating and driving team to maintain existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
- Relationship deepening
- Monitoring and ensuring all customers of the Bank are KYC compliant
- Fulfilling Internal Audit and Internal control requirements
Job Requirements:
- Proficient in Microsoft Applications - Excel, Word & PowerPoint
- Solid Communication and Interpersonal Skills
- Knowledge of Financial Products and Systems
- Knowledge of Banking Products, Processes and Systems
- Relationship Building with internal and external stakeholders