Job Requirements

Role/ Job Title: Client Services Officer

Function/ Department: Wholesale Banking Operations

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