Service Desk-Business Banking-Kotak Private Banking-Banking Solution

Job description
Job Role:

1. Provide client service support for current account customers :

1. Handling of Trade and Forex Transactions

2. Ensure smooth processing of Current Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow

3. Responding to client queries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information

4. Liaison with Branches, Operations/Product teams, CMS Ops, group service providers for seamless execution.

5. Taking care of cheque referrals, statement requirements, Re-KYC, Risk Profiling and other Compliance Parameters

6. Ensure compliance and processes are adhered to in all internal and external communications

1. Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation

2. Relationship deepening

3. Ensuring all customers of the Bank are KYC compliant

4. Fulfilling Internal Audit and Internal control requirements

Job Requirements:

• Proficient in Microsoft Applications - Excel, Word PowerPoint

· Strong Communication and Interpersonal Skills

· Knowledge of Financial Products and Systems

· Knowledge of Banking Products, Processes and Systems

· Relationship Building Read more