DVP/VP/Lead - Account Servicing - Wholesale Banking

Job Description:

- As a national lead for Account Servicing, supervise the Team Leaders based at 5 different locations across India, who service Corporate /Wholesale banking clients for opening of all types of Current Accounts (including special accounts like Escrow, RERA, Nodal, etc.) and Account maintenance requests like signatory management, KYC/Re-KYC, Term deposit requests, etc.

- Ensure timely and accurate delivery of all account opening functions, excellent customer service, end-to-end request fulfillment, and resolution of customer issues.

- Conduct periodic location wise service reviews to ensure quality service delivery at all times Provide a monthly cadence on the metrics and address team challenges and successes.

- Ensure a robust processing environment with effective controls and empower the team to provide client solutions within the policy framework.

- Ensure compliance with regulatory guidelines, company policies, and processes and smooth audits at all times.

- Closely monitor customer satisfaction, service levels and drive process changes.

- Coordinate with stakeholders and clients to address process gaps or issues, if any.

- Ensure process documents are updated at all times and review is conducted as per agreed timelines.

- Manage queries, issues/escalations and Audits.

Job Requirements:

- Graduate /MBA with 10-12 years of experience in documentation review, account.

- Maintenance and related Cash products in a team leading role preferred.

Skills:

- An Account Opening Manager who oversees team leaders should possess a diverse set of skills to effectively manage their team and ensure smooth operations. Here are some key.

Skills required for this role:

- Leadership Skills: Ability to inspire, motivate, and guide team leaders and their teams towards achieving goals.

- Communication Skills: Strong verbal and written communication skills to convey information clearly and effectively to team leaders, clients, and other stakeholders.

Interpersonal Skills:

- Ability to build and maintain positive relationships with team members, clients, and other departments.

- Organizational Skills: Proficiency in managing multiple tasks, prioritizing responsibilities, and ensuring that deadlines are met.

- Problem-Solving Skills: Ability to identify issues, analyze situations, and develop effective solutions quickly.

- Analytical Skills: Capability to assess data and metrics related to account openings and team performance to make informed decisions.

- Customer Service Orientation: Understanding the importance of customer satisfaction and the ability to address client needs and concerns effectively.

- Training and Development: Skills in coaching and mentoring team leaders to enhance their performance and professional growth.

- Regulatory Knowledge: Familiarity with relevant regulations and compliance requirements related to account opening processes.

- Technical Proficiency: Knowledge of software and tools used in account management and data analysis, as well as the ability to adapt to new technologies.

- Strategic Thinking: Ability to develop and implement strategies that align with organizational goals and improve account opening processes.

- Conflict Resolution: Skills to manage and resolve conflicts within the team or with clients in a constructive manner.

- Time Management: Ability to manage one's own time and the time of team leaders effectively to maximize productivity.

- Adaptability: Flexibility to adjust to changing circumstances and the ability to lead teams through transitions.

- Performance Management: Skills in setting performance metrics, conducting evaluations, and providing constructive feedback to team leaders.

- These skills will help an Account Opening Manager effectively lead their team, ensure compliance, and enhance the overall efficiency of the account opening process.