Description
Position Name: National Lead – Account Servicing, Wholesale Banking

Department
Wholesale Banking – Service Delivery

Location
Vikhroli, Mumbai

Number of Positions
1

Reporting Relationships
M8/SVP – Service Delivery and CX

Position Grade
M6/M7 (DVP/VP) - Account Servicing

Job Role:

Role of National Lead for Account Servicing:
- Supervise Team Leaders across 5 regions, 10 offices throughout India, 50+ Team members servicing clients and RM’s
- Serve Corporate and Wholesale banking clients by facilitating opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, Nodal, etc.
- Manage collection of documents, verification and timely processing of Account maintenance requests like signatory management, KYC/Re-KYC, Term deposit requests, etc. through respective RPC’s.

Responsibilities:
- Ensure timely and accurate completion of all account opening functions, provide excellent customer service, fulfill requests end-to-end, and resolve customer issues effectively.




- Provide a monthly report on metrics while addressing team challenges and celebrating successes.
- Conduct periodic location wise service reviews to ensure quality service to both internal and external clients
- Maintain a robust processing setting with effective controls, empowering the team to offer client solutions within the established policy framework
- Ensure compliance with regulatory guidelines, company policies, and processes and facilitating smooth audits at all times.
- Monitor customer satisfaction and service levels closely, driving necessary process improvements
- Coordinate with stakeholders and clients to address process gaps or issues
- Keep process documents updated and ensure regular reviews
- Manage queries, issues, escalations and audits effectively

Job Requirements:

Post Graduate /MBA with 10-12 years of team leading experience in Account Opening, KYC guidelines, Account Maintenance and related Wholesale Banking

📌 Team Member (Bengaluru)
🏢 Kotak Mahindra Bank
📍 Bengaluru