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 flowResponding to client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service informationResearch and initiate corrections in transaction and/or account errorsLiaison with Operations/Product teams, group service providers and dealersCreate MIS reports of the client portfolio
Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC, Risk ProfilingEnsure compliance and processes are adhered to in all internal and external communicationsHandling of NRI clientsHandling of Trade and Forex TransactionsProvide support to the company and/or Management by:Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentationInitiating client contact via phone/meetings as needed to support RMs.Relationship deepening Review client portfolios with RM for improvement in servicesControl Mechanism for all deferrals/ exceptionsPro-activeness in enhancing existing processes & controlsEnsuring regular updations of Risk Profiling and Family Mapping of all customersEnsuring all customers of the Bank are KYC compliantFulfilling Internal Audit and Internal control requirementsCross Sell of Savings Bank a/c's and Addition of Hooks into existing and new a/c'sOpening 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,…etc.) in their bank a/c'sJob Requirements
Proficient in Microsoft Applications - Excel, Word & PowerPoint Strong Communication and Interpersonal SkillsExperience in investment/financial services Knowledge of Financial Products and SystemsKnowledge of Banking Products, Processes and SystemsAchieving Cross sell targets on Banking products (Savings Accounts and Hooks)Relationship BuildingJo
Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC, Risk ProfilingEnsure compliance and processes are adhered to in all internal and external communicationsHandling of NRI clientsHandling of Trade and Forex TransactionsProvide support to the company and/or Management by:Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentationInitiating client contact via phone/meetings as needed to support RMs.Relationship deepening Review client portfolios with RM for improvement in servicesControl Mechanism for all deferrals/ exceptionsPro-activeness in enhancing existing processes & controlsEnsuring regular updations of Risk Profiling and Family Mapping of all customersEnsuring all customers of the Bank are KYC compliantFulfilling Internal Audit and Internal control requirementsCross Sell of Savings Bank a/c's and Addition of Hooks into existing and new a/c'sOpening 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,…etc.) in their bank a/c'sJob Requirements
Proficient in Microsoft Applications - Excel, Word & PowerPoint Strong Communication and Interpersonal SkillsExperience in investment/financial services Knowledge of Financial Products and SystemsKnowledge of Banking Products, Processes and SystemsAchieving Cross sell targets on Banking products (Savings Accounts and Hooks)Relationship BuildingJo
💡 Quick Summary
Seeking a career-building opportunity? The Service Relationship Manager | Private Banking|Kotak Private position is now open for candidates interested in the Bank Jobs sector. This role in Bangluru 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.
