Verified Job
Accounting - Finance
Service Relationship ManagerTeam LeadBranch Banking
Accounting - Finance
#283769
Remote / WFH
Job Description
Job Role Handling personalized service requests of Privy Program
• Branch Optima customers and also oversee the team activities High Customer engagement and experience given to of Privy Program
• Branch Optima customers Generation of timely business MIS and reporting.
Ensuring strict adherence to regulatory and internal approved prescribed requirements for of Privy Program
• Branch Optima customer segment Coordination with CPC/RPC/Investment desks for account opening of customers Managing complaints of customers and ensuring their resolution within TAT Ensure self and team follow all standardized processes and maintain TAT Ensure targets are achieved on Cross Sell, Product Holding, ReKYC, Digital Scores for self and team Ensure customer coverage targets are met Communicate effectively with interrelated departments for query resolution and processing of documents Execute documentation within prescribed compliance norms â€' ensure all documents are first pass SQ and NPS scores are met as per management directive 100% adherence to compliance and laid down process Training the team on process and compliance Ensure high level of team engagement Job Requirements Excellent written and oral communication skills 5+ years of experience Excellent communication skills with customer service orientation Multi tasking and escalation management experience High Focus on quality of work Ability to get work done in conjunction with different teams.
Knowledge of KYC norms for basket of financial products (CASA Accounts, Demat Account, etc,) and for different financial entities (HUF, Corporate, etc) Process oriented and eye for detail Good Knowledge of Microsoft Excel Leadership Skills
• Branch Optima customers and also oversee the team activities High Customer engagement and experience given to of Privy Program
• Branch Optima customers Generation of timely business MIS and reporting.
Ensuring strict adherence to regulatory and internal approved prescribed requirements for of Privy Program
• Branch Optima customer segment Coordination with CPC/RPC/Investment desks for account opening of customers Managing complaints of customers and ensuring their resolution within TAT Ensure self and team follow all standardized processes and maintain TAT Ensure targets are achieved on Cross Sell, Product Holding, ReKYC, Digital Scores for self and team Ensure customer coverage targets are met Communicate effectively with interrelated departments for query resolution and processing of documents Execute documentation within prescribed compliance norms â€' ensure all documents are first pass SQ and NPS scores are met as per management directive 100% adherence to compliance and laid down process Training the team on process and compliance Ensure high level of team engagement Job Requirements Excellent written and oral communication skills 5+ years of experience Excellent communication skills with customer service orientation Multi tasking and escalation management experience High Focus on quality of work Ability to get work done in conjunction with different teams.
Knowledge of KYC norms for basket of financial products (CASA Accounts, Demat Account, etc,) and for different financial entities (HUF, Corporate, etc) Process oriented and eye for detail Good Knowledge of Microsoft Excel Leadership Skills
