Job Description
Service Relationship Manager – Wealth Management-Wealth Management-Customer Service Job at Kotak Mahindra – in Mumbai, Maharashtra
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
About Company
Company: Kotak Mahindra –
Company Location: Mumbai, Maharashtra
Job Category: Bank Jobs, Banking Jobs, Financial Services
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
About Company
Company: Kotak Mahindra –
Company Location: Mumbai, Maharashtra
Job Category: Bank Jobs, Banking Jobs, Financial Services
💡 Quick Summary
Seeking a career-building opportunity? The Service Relationship Manager | Wealth Management|Wealth Management|Customer 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.
