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| Service Relationship Manager-Execution-Kotak Private Banking-Customer Service |
Service Relationship Manager-Execution-Kotak Private Banking-Customer Service
Company : Kotak Mahindra
Salary : Details not provided
Location : Maharashtra
Full Description
Job Role
- Provide client service support in :
- For smooth processing of Service Requests & to ensure all requests are processed Within TAT in one go without discrepancies
- Maintaining Quality in Service by ensuring finesse in response/ resolution
- Responding to SRMs(Front end) on required documentation to fulfill a requests, with adequate record of updates and process flow
- Accepting and resolving queries & service request from SRM (Frontend) related Account Maintenance & Account Closure
- Responding to SRM(FE)/client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
- Servicing of Banking customers in terms of query resolution, transaction processing, statement requirements, giving & processing documents of Re-KYC, Risk Profiling
- Consolidation of Client Portfolio Reports / Statements / MIS
- Research and initiate corrections in transaction and/or account errors
- Liaison with Operations/Product teams/ Processing Units , group service providers and dealers for timely resolution of queries & fulfillment of service request
- Ensure to keep upgrading your knowledge on Processes & various alternate channels to process a service request/ transaction & facilitate SRM/Client
- Ensure compliance and processes are adhered to in all internal and external communications
- Handling of NRI clients transactions
- Handling of Trade and Forex Transactions
- Provide support to the company and/or Management by:
- Maintaining existing accounts through excellent client service, creating and maintaining, obtaining required documentation
- Providing Service as needed to support SRMs & which helps in Relationship deepening
- Control Mechanism for all deferrals/ exceptions
- Pro-activeness in enhancing existing processes & controls
- Ensuring all customers of the Bank are KYC compliant
- Fulfilling Internal Audit and Internal control requirements
Job Requirements
• Proficient in Microsoft Applications - Excel, Word & PowerPoint
- Strong Communication and Interpersonal Skills
- Experience in investment/financial services
- Eye for Detailing & Finesse
- Knowledge of Financial Products and Systems
- Knowledge of Banking Products, Processes and Systems
- Relationship Building with Internal & External Stakeholders