Job Purpose: 'Client Services is a client facing function that involves close engagement with Wholesale Banking clients and the entire spectrum of internal Business & Support functions covering Technology & Operations. Client centric approach to ensure that the Products & solutions implemented are functioning effectively and BAU operations of clients function smoothly. The team provides Post Transaction & Advisory services in the Cash Management, Trade & Exchange House & Remittance Services domain. The incumbent functions as a conduit between the Banks and the clients to ensure fulfillment of the client's needs across Transaction Banking(Cash, Trade), Exchnage House and General Banking needs.
KEY ROLE COMPONENTS : Client Service Delivery, Client Management, Internal & External Stakeholder management, Internal cordination with Tech/Operations for Service Delivery, TAT Adherence
Roles & Responsibilities:
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• Maintain and exercise control over portfolio of clients covering CMS Platinum & Non Platinum, Trade, General Banking Services as applicable
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• Ensure that services to WB clients are of the highest standard with sharper SLAs for Platinum CMS clients & Top Tier marquee names, while constantly monitoring customer quality in order to minimize the risk of loss to the bank.
• Conduct regular service review meetings with decision makers and operational contacts prepare minutes and follow through all the issues raised by client and ensure timely resolution.
• Liaise with Implementation, Sales, Operations, Product Management, Channel Management, Relationship Manager and Technology teams to ensure high quality of service delivery across Trade and Cash management.
• Proactively ideate and provide inputs and initiate projects leading to operational efficiency and ease of business.
• Continue to improve the client related processes, post implementation period.
📌 Client Services Advisor (India)
🏢 IDFC FIRST Bank
📍 India
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