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
• 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
💡 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 Pune 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.
