Service Relationship Manager - Private Banking-Kotak...

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