Verified Job
Accounting - Finance
Hiring For Bank Service Relationship Manager
Accounting - Finance
#310063
Remote / WFH
Job Description
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
Knowledge of Financial Products and Systems
Knowledge of Banking Products, Processes and Systems
Relationship Building with Internal & External Stakeholders
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
Knowledge of Financial Products and Systems
Knowledge of Banking Products, Processes and Systems
Relationship Building with Internal & External Stakeholders
