Service Relationship Manager - Bank

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

Create MIS reports of the client portfolio.

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