Service Desk-Business Banking-Kotak Private Banking-Banking Solution

Place of work Work from home
Contract type Full-time
Start date -
Salary -

Job details

Job description, work day and responsibilities

Job Role:

1. Provide client service support for current account customers :

1. Handling of Trade and Forex Transactions

2. Ensure smooth processing of Current Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow

3. Responding to client queries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information

4. Liaison with Branches, Operations/Product teams, CMS Ops, group service providers for seamless execution.

5. Taking care of cheque referrals, statement requirements, Re-KYC, Risk Profiling and other Compliance Parameters

6. Ensure compliance and processes are adhered to in all internal and external communications

1. Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation

2. Relationship deepening

3. Ensuring all customers of the Bank are KYC compliant

4. Fulfilling Internal Audit and Internal control requirements

Job Requirements:

• Proficient in Microsoft Applications - Excel, Word & PowerPoint

· Strong Communication and Interpersonal Skills

· Knowledge of Financial Products and Systems

· Knowledge of Banking Products, Processes and Systems
· Relationship Building

Company address

Company Name: Kotak Mahindra Bank
You will be redirected to another website to apply.
Offer ID: #1225017, Published: 1 day ago, Company registered: 2 months ago

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