Service Relationship Manager - Execution in Private Banking

Service Relationship Manager-Execution-Kotak Private Banking-Customer Service

1. Provide client service support in :
   1. For smooth processing of Service Requests & to ensure all requests are processed Within TAT in one go without discrepancies
   2. Maintaining Quality in Service by ensuring finesse in response/ resolution
   3. Responding to SRMs(Front end) on required documentation to fulfill a requests, with adequate record of updates and process flow
   4. Accepting and resolving queries & service request from SRM (Frontend) related Account Maintenance & Account Closure
   5. Responding to SRM(FE)/client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
   6. Servicing of Banking customers in terms of query resolution, transaction processing, statement requirements, giving & processing documents of Re-KYC, Risk Profiling
   7. Consolidation of Client Portfolio Reports / Statements / MIS
   8. Research and initiate corrections in transaction and/or account errors
   9. Liaison with Operations/Product teams/ Processing Units , group service providers and dealers for timely resolution of queries & fulfillment of service request
   10. Ensure to keep upgrading your knowledge on Processes & various alternate channels to process a service request/ transaction & facilitate SRM/Client
   11. Ensure compliance and processes are adhered to in all internal and external communications
   12.  Handling of NRI clients transactions
   13. Handling of Trade and Forex Transactions

 

 

 

1. Provide support to the company and/or Management by:
   1. Maintaining existing accounts through excellent client service, creating and maintaining, obtaining required documentation
   2. Providing Service as needed to support SRMs & which helps in Relationship deepening
   3. Control Mechanism for all deferrals/ exceptions
   4. Pro-activeness in enhancing existing processes & controls
   5. Ensuring all customers of the Bank are KYC compliant
   6. 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

 

1. Provide client service support in :
   1. For smooth processing of Service Requests & to ensure all requests are processed Within TAT in one go without discrepancies
   2. Maintaining Quality in Service by ensuring finesse in response/ resolution
   3. Responding to SRMs(Front end) on required documentation to fulfill a requests, with adequate record of updates and process flow
   4. Accepting and resolving queries & service request from SRM (Frontend) related Account Maintenance & Account Closure
   5. Responding to SRM(FE)/client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
   6. Servicing of Banking customers in terms of query resolution, transaction processing, statement requirements, giving & processing documents of Re-KYC, Risk Profiling
   7. Consolidation of Client Portfolio Reports / Statements / MIS
   8. Research and initiate corrections in transaction and/or account errors
   9. Liaison with Operations/Product teams/ Processing Units , group service providers and dealers for timely resolution of queries & fulfillment of service request
   10. Ensure to keep upgrading your knowledge on Processes & various alternate channels to process a service request/ transaction & facilitate SRM/Client
   11. Ensure compliance and processes are adhered to in all internal and external communications
   12.  Handling of NRI clients transactions
   13. Handling of Trade and Forex Transactions

 

 

 

1. Provide support to the company and/or Management by:
   1. Maintaining existing accounts through excellent client service, creating and maintaining, obtaining required documentation
   2. Providing Service as needed to support SRMs & which helps in Relationship deepening
   3. Control Mechanism for all deferrals/ exceptions
   4. Pro-activeness in enhancing existing processes & controls
   5. Ensuring all customers of the Bank are KYC compliant
   6. 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

 

Post Graduation

Experience Level

Mid Level