Branch Service Partner
Published date: 2024/01/10
- Location: Moradabad, Uttar Pradesh, Moradabad, Uttar Pradesh, India
• Run the processes for account opening, account maintenance & account closure related formalities as per YBL process for Corporate clients.
• Handle corporate customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of accounts etc.
• Ensure adherence to process & documentation standards
• Maintain strict vigilance on the quality of forms and documentation provided.
• Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.
• Provide support to relationship managers & product sales managers for servicing corporate clients – attend to customer requirements, coordinate with back office operations & facilitate their transactions as required to ensure total customer satisfaction and ensure fault free servicing and transactions processing for corporate clients and services like trade,CMS,Escrow arrangements,BTI,payments etc
• Handle corporate customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of accounts etc.
• Ensure adherence to process & documentation standards
• Maintain strict vigilance on the quality of forms and documentation provided.
• Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.
• Provide support to relationship managers & product sales managers for servicing corporate clients – attend to customer requirements, coordinate with back office operations & facilitate their transactions as required to ensure total customer satisfaction and ensure fault free servicing and transactions processing for corporate clients and services like trade,CMS,Escrow arrangements,BTI,payments etc
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