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New Job Service Relationship Manager-Execution-Kotak Private Banking-Customer Service In Maharashtra

Service Relationship Manager-Execution-Kotak Private Banking-Customer Service
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