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:
• 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:
💡 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 Mumbai 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.
