Job Description

Job Role

• Provide client service support in :
  
  • Accepting and placing transaction orders upon RM and /or client request
  • Ensure smooth processing of Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow
  • Responding to client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
  • Research and initiate corrections in transaction and/or account errors
  • Liaison with Operations/Product teams, group service providers and dealers
  • Create MIS reports of the client portfolio.
  • Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC, Risk Profiling
  • Ensure compliance and processes are adhered to in all internal and external communications
  • Handling of NRI clients
  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 client files, obtaining required documentation
  • Initiating client contact via phone/meetings as needed to support RMs.
  • Relationship deepening
  • Review client portfolios with RM for improvement in services
  • Control Mechanism for all deferrals/ exceptions
  • Pro-activeness in enhancing existing processes & controls
  • Ensuring regular updations of Risk Profiling and Family Mapping of all customers
  • Ensuring all customers of the Bank are KYC compliant
  Fulfilling Internal Audit and Internal control requirements
  

• Cross Sell of Savings Bank a/c\xe2\x80\x99s and Addition of Hooks into existing and new a/c\xe2\x80\x99s
  
  • Opening New Savings Bank a/c of Existing WM customers/family members.
  Get existing customers to primarily bank with us by creating Hooks (i.e. Bill pay/Tax Registration/ASBA/Auto Pays,\xe2\x80\xa6etc.) in their bank a/c\xe2\x80\x99s
  

• Proficient in Microsoft Applications - Excel, Word & PowerPoint
  

• Strong Communication and Interpersonal Skills
• Experience in investment/financial services
• Knowledge of Financial Products and Systems
• Knowledge of Banking Products, Processes and Systems
• Achieving Cross sell targets on Banking products (Savings Accounts and Hooks) Relationship Building