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 Exchange House clients to ensure fulfillment of the client's 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:
- Maintain and exercise control over portfolio of clients utilising the Bank's Exchange Hoouse & Remittance Services
- Ensure that services to WB clients are of the highest standard 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
- 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.
- Act as the primary owner/single point of contact for clients in the portfolio
- Establish and maintain relationship and provide added service to selected clients in supporting the business relationship.
- Provide support for rollout of current products/services
- Testing & verification of system enhancements.
Educational Qualification: Graduation: Bachelor of Commerce (B.com) / Bachelor of Science (B.Sc) / Bachelor of Arts (BA) / Bachelor of Business & Insurance (BBI) / Bachelor of Management Studies (BMS) Post-Graduation: Master of Business Administration (MBA) / Master of Commerce (M.com) / Master of Arts (MA)
Experience: 2 - 5 years of relevant experience
📌 Client Services Officer (Navi Mumbai)
🏢 IDFC FIRST Bank
📍 Navi Mumbai
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