Service Relationship Manager
CSB Bank
Work from Office
Full Time
Min. 5 yearsJob Description
Service RM - WSB| New Delhi
- 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 LevelJob role
Job requirements
About company
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The candidate should have completed the required education and people who have 5 to 7 years are eligible to apply for this job. You can apply for more jobs in New Delhi to get hired quickly.
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