Service Relationship Manager- Affluent Banking

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