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 flow
• Responding to client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
• Research and initiate corrections in transaction and/or account errors
• Liaison with Operations/Product teams, group service providers and dealers
• Create MIS reports of the client portfolio.
• Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC, Risk Profiling
• Ensure compliance and processes are adhered to in all internal and external communications
• Handling of NRI clients
• Handling of Trade and Forex Transactions
• Provide support to the company and/or Management by:
• Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
• Initiating client contact via phone/meetings as needed to support RMs.
• Relationship deepening
• Review client portfolios with RM for improvement in services
• Control Mechanism for all deferrals/ exceptions
• Pro-activeness in enhancing existing processes & controls
• Ensuring regular updations of Risk Profiling and Family Mapping of all customers
• Ensuring all customers of the Bank are KYC compliant
• Fulfilling Internal Audit and Internal control requirements
• Cross Sell of Savings Bank a/c’s and Addition of Hooks into existing and new a/c’s
• Opening 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’s
Job Requirements.
• Proficient in Microsoft Applications - Excel, Word & PowerPoint
• Strong Communication and Interpersonal Skills
• Experience in investment/financial services
• Knowledge of Financial Products and Systems
• Knowledge of Banking Products, Processes and Systems
• Achieving Cross sell targets on Banking products (Savings Accounts and Hooks)
• Relationship Building
• 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 flow
• Responding to client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
• Research and initiate corrections in transaction and/or account errors
• Liaison with Operations/Product teams, group service providers and dealers
• Create MIS reports of the client portfolio.
• Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC, Risk Profiling
• Ensure compliance and processes are adhered to in all internal and external communications
• Handling of NRI clients
• Handling of Trade and Forex Transactions
• Provide support to the company and/or Management by:
• Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
• Initiating client contact via phone/meetings as needed to support RMs.
• Relationship deepening
• Review client portfolios with RM for improvement in services
• Control Mechanism for all deferrals/ exceptions
• Pro-activeness in enhancing existing processes & controls
• Ensuring regular updations of Risk Profiling and Family Mapping of all customers
• Ensuring all customers of the Bank are KYC compliant
• Fulfilling Internal Audit and Internal control requirements
• Cross Sell of Savings Bank a/c’s and Addition of Hooks into existing and new a/c’s
• Opening 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’s
Job Requirements.
• Proficient in Microsoft Applications - Excel, Word & PowerPoint
• Strong Communication and Interpersonal Skills
• Experience in investment/financial services
• Knowledge of Financial Products and Systems
• Knowledge of Banking Products, Processes and Systems
• Achieving Cross sell targets on Banking products (Savings Accounts and Hooks)
• Relationship Building
💡 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 Bangalore 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.
