Service RM - WSB| Hyderabad

• Service Relationship Manager positions dedicated to enhancing client servicing activities across the North-East, South, and West regions.
• These roles will play a critical part in improving business productivity and ensuring efficient client interactions.

• Facilitate KYC (Know Your Customer) processes
• Manage Account Opening Forms (AOF) and handle deferrals
• Conduct Re-KYC and Signature Updation
• Assist with Email Indemnity processes
• Oversee Fixed Deposit (FD) bookings and balance confirmations
• Provide support for Net Banking inquiries
• Coordinate RTGS, NEFT, and IMPS transactions
• Issue Sanction Letters and manage document execution
• Ensure proper stamping and compliance with documentation standards
• Conduct post-sanction quarterly compliance checks (e.g., UHFC)
• Update stock statements and manage insurance documentation
• Facilitate the exchange of information and address overdue deferrals
• Support to Relationship Managers (RM) and Assistant Relationship Managers (ARM) as needed.

Qualifications: Graduate/MBA

Experience: 5 to 7 years

Experience Level

Mid Level