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- Requisition Number : 59646 Job Location : Delhi, IND Global Grade : Band 7 Work Type : Office Working Employment Type : Permanent Posting Start Date : 01/08/2026 Posting End Date : 09/08/2026 : Job Summary
- Assist assigned RMs to achieve financial targets by providing robust support to them.
- Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures and the regulations.
- Ensuring high quality customer service to PVB clients.
- Ensuring internal and external compliance on all transactions.
- Assist in deepening existing client relationship through excellent customer service.
- Manage CDD (RBI & Periodic) reviews process within the prescribed timelines.

Key Responsibilities

Strategy

- Be multi-skilled to handle all kinds of transactions and services in the bank as per applicable guideline.
- Provide professional accurate and timely support to client Advisors.
- Provide prompt, efficient and courteous service to PVB customers.
- Ensure transactions are processed with a high level of accuracy and commitment within standard turnaround time in order to satisfy customer needs.
- Manage the preparation of Client Due Diligence (CDD) reviews and ensure deadlines are met, and timely follow up of issues raised.
- Liaising with other Departments where necessary, promptly inform Client Advisors and the management team of any client complaints including resolution with service levels and accurate input.
- onto the Complaints Database.
- Ensure adherence to laid down processes, facilitate first time resolution.



Minimize rejections and customer complaints.
- Ensure he/she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD & Money laundering prevention. He / She must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer.
- Call Backs to clients to verify high value payments, change of addresses, enquiries and various administrative matters as per the current process and guideline from time to time.
- Constantly challenge processes and procedures with a view to streamlining and simplifying, to reduce waste and improve service offered to internal and external clients.
- Deal with Account Opening documentation and queries as required, ensure client files are updated with the relevant documents as per prescribed norms.
- Ensure compliance to BCSBI, Treating Customer's Fairly standards are consistently met.
- Keep up to date with existing and new SCB Private Bank products.
- Keep up to date with new developments in banking, financial and SCB investment products and services.
- Ensure compliance with internal and external guidelines and ensure mínimal comments in audits and other inspections.
- Responsible for health and safety for all.



As part of the Health and Safety guidelines you should take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; Co-operate with Management to support and promote Health and safety in the workplace.
- Ensure that your actions do not put others at risk; Work in a healthy and safe manner;
- Encourage other to work in a healthy and safe manner
- Report all accidents and incidents and bring to the attention of the management any hazard in the workplace.

Processes

- Measured indirectly by the success of the Relationship Managers, AUM and revenue goals.
- CDD- Completion of documentation and adherence to local and group compliance issues
- Adherence to regulatory and Group compliance issues
- Number of client complaints and compliments received about the direct service offered.
- Successful completion of all accreditation tests and mandatory e-learning
- Minimising operational losses and P & L claims
- Client satisfaction survey results
- Timeliness of submission-Client instructions and AO/PRs

People & Talent

- Knowledge / Skills / Experience Required:

- Graduate/ Postgraduate

- Customer Orientation and service focus

- Anywhere between 4-5 years of overall experience, preferably in a Client Service role

- General Banking Knowledge, understanding of front and back-office processes and procedures, preferably in a Private Bank Client service role.

- Good Interpersonal Skills

- Strong Verbal and Written Communication Skills

- Ability to work under pressure and meet tight deadlines.

- Team player.

Regulatory & Business Conduct

- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Sta

📌 Associate - Client Services - Private Banking (Dindarpur)
🏢 Standard Chartered
📍 Dindarpur