Job Description
Client Service Operator
Position Overview
Job Title: Client Service Analyst (Branch Operations & Service Manager)
Location: Mumbai
Role Description
The Client Service Analyst is responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client, within assigned portfolios. Typically working under the guidance of the Client Services Manager and/or Client Services Specialist, they provide administrative and analytical support in the daily administration and coordination of assigned clients/accounts servicing of client enquiries, escalation of client issues, the administration of client service issues including SLA's, preparing client reporting, in some cases assisting with on-boarding activities for new and existing clients and working with Operations to ensure products/services are set up for their client base.
What we'll offer you
As part of our flexible scheme, here are just some of the benefits that you'll enjoy
Best in class leave policy
Gender neutral parental leaves
100% reimbursement under child care assistance benefit (gender neutral)
Flexible working arrangements
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above
Your key responsibilities
Provide Service and Operations support to the branch customers
Ensure that DB standards with respect to Customer Service, Compliance, Operations and Corporate Security are adhered to
Ensure total compliance of al regulatory and compliance guidelines (both internal and external)
Single point contact for Branch Operations and Service
Operations Representative at the Branch
Service
Manage all Branch Customer service related activities
Ensure that all branch transactions are processed accurately and timely.
Responsible for maintaining customer complaints/request records at the branches
Responsible for Overall Customer Service at the branch. Measured through
Customer complaints pertains to the branch
Service Request Pending
Other source of information such as customer service survey
Operations and Controls
Manager all Operations related activities at the Branch
Gate keeping for account opening, Demat Account opening , Insurance and Investment forms
Suspense Account Monitoring
Daily Report Monitoring
KYC Regularisation and KYC Renewal monitoring
Minimize /control Ops Loss
Conduct training for Sales/Frontline staff on KYC and other key operational processes
Dissimilation of Key Operational circulars to the front office staff
Responsible for ensuring Fee/Charges from customers are levied for transactions processed at the branches and any exceptions are reported
Ensure satisfactory audit rating in all internal as well as external audits
Business Support
Source leads/referrals from walk-in / existing customers and minimize time lag between referral & closure of business
Ensure achievement as per Service Score Card on deepening the non-qualified customers through customer contact management
Structured service call for all the new to bank customers and qualified / non-qualified customer base
Cost
Ensure that Branch Ops and Service related costs are kept as per the budget
Continuously review cost to ensure cost rationalization is done in terms of Vendor and People Cost.
People
Training and Development of Ops and Service Resources
How we'll support you
Training and development to help you excel in your career
Flexible working to assist you balance your personal priorities
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of flexible benefits that you can tailor to suit your needs
About us and our teams
Please visit our company website for further information:
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, ****** orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Visit to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
2.00-3.00 Years
Position Overview
Job Title: Client Service Analyst (Branch Operations & Service Manager)
Location: Mumbai
Role Description
The Client Service Analyst is responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client, within assigned portfolios. Typically working under the guidance of the Client Services Manager and/or Client Services Specialist, they provide administrative and analytical support in the daily administration and coordination of assigned clients/accounts servicing of client enquiries, escalation of client issues, the administration of client service issues including SLA's, preparing client reporting, in some cases assisting with on-boarding activities for new and existing clients and working with Operations to ensure products/services are set up for their client base.
What we'll offer you
As part of our flexible scheme, here are just some of the benefits that you'll enjoy
Best in class leave policy
Gender neutral parental leaves
100% reimbursement under child care assistance benefit (gender neutral)
Flexible working arrangements
Sponsorship for Industry relevant certifications and education
Employee Assistance Program for you and your family members
Comprehensive Hospitalization Insurance for you and your dependents
Accident and Term life Insurance
Complementary Health screening for 35 yrs. and above
Your key responsibilities
Provide Service and Operations support to the branch customers
Ensure that DB standards with respect to Customer Service, Compliance, Operations and Corporate Security are adhered to
Ensure total compliance of al regulatory and compliance guidelines (both internal and external)
Single point contact for Branch Operations and Service
Operations Representative at the Branch
Service
Manage all Branch Customer service related activities
Ensure that all branch transactions are processed accurately and timely.
Responsible for maintaining customer complaints/request records at the branches
Responsible for Overall Customer Service at the branch. Measured through
Customer complaints pertains to the branch
Service Request Pending
Other source of information such as customer service survey
Operations and Controls
Manager all Operations related activities at the Branch
Gate keeping for account opening, Demat Account opening , Insurance and Investment forms
Suspense Account Monitoring
Daily Report Monitoring
KYC Regularisation and KYC Renewal monitoring
Minimize /control Ops Loss
Conduct training for Sales/Frontline staff on KYC and other key operational processes
Dissimilation of Key Operational circulars to the front office staff
Responsible for ensuring Fee/Charges from customers are levied for transactions processed at the branches and any exceptions are reported
Ensure satisfactory audit rating in all internal as well as external audits
Business Support
Source leads/referrals from walk-in / existing customers and minimize time lag between referral & closure of business
Ensure achievement as per Service Score Card on deepening the non-qualified customers through customer contact management
Structured service call for all the new to bank customers and qualified / non-qualified customer base
Cost
Ensure that Branch Ops and Service related costs are kept as per the budget
Continuously review cost to ensure cost rationalization is done in terms of Vendor and People Cost.
People
Training and Development of Ops and Service Resources
How we'll support you
Training and development to help you excel in your career
Flexible working to assist you balance your personal priorities
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of flexible benefits that you can tailor to suit your needs
About us and our teams
Please visit our company website for further information:
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, ****** orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Visit to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
2.00-3.00 Years
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Operator position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.