Job Description
What you’ll do
Roles and Responsibilities:
To manage and impact improvement in the Affluent Clients
Service parameters and the delivery of client experience so that Affluent Banking becomes a benchmark in customer service for premium banking customers in the industry.
Support in managing all Private Bank sales and service activities for the assigned region
Provide complete and comprehensive information to customers on products, services and
ensure best services are provided to them
Analyse clients cash, capital, and investment needs
Monitor the performance of client accounts and suggest ways to improve returns
Ensuring appropriate control framework is in place and operations risk are properly managed
Automating key activities of the business to gain efficiency in delivery
Streamlining of the digitization activities in the process
Assure adherence to the guidelines set by the bank
Ensure bank meets the audit, compliance regulatory requirements
Gather latest Market intelligence and track benchmark against best practices in competitor
banks
Manage and improve the customer journey and partner experience to differentiate the bank
from competition
Evaluate the feasibility of Digital enablement from offering, channel process point of view and
ensure its implementation to improve overall operational efficiency
Collaborate with other departments and functions to provide best-in-class products and
service offerings to the customer
Preferred Skill Set:
Prior experience in managing Service Delivery and client experience agendas roles at a level
of geographic zone / pan-India central role
Will bring a mix of business acumen and Service orientation to be able to create service
excellence as a culture with a view to enhance business value
Excellent communication, analytical & reviewing skills
Inter-personal coordination & Team Player
Previous exposure to CRM systems and Finacle is a critical skill.
Excellent ability to use Excel and PowerPoint
Roles and Responsibilities:
To manage and impact improvement in the Affluent Clients
Service parameters and the delivery of client experience so that Affluent Banking becomes a benchmark in customer service for premium banking customers in the industry.
Support in managing all Private Bank sales and service activities for the assigned region
Provide complete and comprehensive information to customers on products, services and
ensure best services are provided to them
Analyse clients cash, capital, and investment needs
Monitor the performance of client accounts and suggest ways to improve returns
Ensuring appropriate control framework is in place and operations risk are properly managed
Automating key activities of the business to gain efficiency in delivery
Streamlining of the digitization activities in the process
Assure adherence to the guidelines set by the bank
Ensure bank meets the audit, compliance regulatory requirements
Gather latest Market intelligence and track benchmark against best practices in competitor
banks
Manage and improve the customer journey and partner experience to differentiate the bank
from competition
Evaluate the feasibility of Digital enablement from offering, channel process point of view and
ensure its implementation to improve overall operational efficiency
Collaborate with other departments and functions to provide best-in-class products and
service offerings to the customer
Preferred Skill Set:
Prior experience in managing Service Delivery and client experience agendas roles at a level
of geographic zone / pan-India central role
Will bring a mix of business acumen and Service orientation to be able to create service
excellence as a culture with a view to enhance business value
Excellent communication, analytical & reviewing skills
Inter-personal coordination & Team Player
Previous exposure to CRM systems and Finacle is a critical skill.
Excellent ability to use Excel and PowerPoint
💡 Quick Summary
Seeking a career-building opportunity? The Service Relationship Manager- Affluent Banking position is now open for candidates interested in the Bank Jobs sector. This role in Chennai 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.
