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Verified Job Accounting - Finance

Hiring For Bank Service Relationship Manager

Mumbai, Maharashtra
Accounting - Finance
#306367
Remote / WFH

Job Description

Hiring For Bank : Service Relationship Manager : Mumbai From 4 to + year(s) of experience ₹ Not Disclosed by Recruiter Mumbai or Job Description Roles and Responsibilities 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 • Handling Documentation for Service Request related to Account Maintenance & Closure • 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 Role:Relationship Manager Salary: Not Disclosed by Recruiter Industry:Banking Department:BFSI, Investments & Trading Role Category:Banking Operations Employment Type:Full Time, Permanent Key Skills Relationship ManagementClient Servicing Education UG:Any Graduate Company Profile SKILLVENTORY RPO Recruiter Name:Sarika Khodre Contact Company:SKILLVENTORY Telephone:+03+016222
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