Verified Job
Accounting - Finance
Service Relationship ManagerExecutionKotak Private
Accounting - Finance
#379693
Remote / WFH
Job 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
• 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
