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Job Description
Role/ Job Title: Client Services Officer
Function/ Department: Wholesale Banking Operations
Job Purpose: 'Client Services is a client facing function that involves close engagement with Wholesale Banking clients and the entire spectrum of internal Business & Support functions covering Technology & Operations. Client centric approach to ensure that the Products & solutions implemented are functioning effectively and BAU operations of clients function smoothly. The team provides Post Transaction & Advisory services in the Cash Management, Trade & Exchange House & Remittance Services domain. The incumbent functions as a conduit between the Banks and the Exchange House clients to ensure fulfillment of the client's needs
KEY ROLE COMPONENTS : Client Service Delivery, Client Management, Internal & External Stakeholder management, Internal cordination with Tech/Operations for Service Delivery, TAT Adherence
Roles & Responsibilities:
- Maintain and exercise control over portfolio of clients utilising the Bank's Exchange Hoouse & Remittance Services
- Ensure that services to WB clients are of the highest standard while constantly monitoring customer quality in order to minimize the risk of loss to the bank.
- Conduct regular service review meetings with decision makers and operational contacts prepare minutes and follow through all the issues raised by client and ensure timely resolution.
- Liaise with Implementation, Sales, Operations, Product Management, Channel Management, Relationship Manager and Technology teams to ensure high quality of service delivery
- Proactively ideate and provide inputs and initiate projects leading to operational efficiency and ease of business.
- Continue to improve the client related processes, post implementation period.
- Act as the primary owner/single point of contact for clients in the portfolio
- Establish and maintain relationship and provide added service to selected clients in supporting the business relationship.
- Provide support for rollout of new products/services
- Testing & verification of system enhancements.
Educational Qualification: Graduation: Bachelor of Commerce (B.com) / Bachelor of Science (B.Sc) / Bachelor of Arts (BA) / Bachelor of Business & Insurance (BBI) / Bachelor of Management Studies (BMS)
Post-Graduation: Master of Business Administration (MBA) / Master of Commerce (M.com) / Master of Arts (MA)
Experience: 2 - 5 years of relevant experience
Skills
Client Service DeliveryClient ManagementStakeholder ManagementPortfolio ManagementRemittance ServicesCash ManagementTrade And Exchange House OperationsBanking OperationsFinancial ReportingCustomer ServiceOperational EfficiencyPersonal BrandingCore Banking System OperationsRisk ManagementProblem SolvingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
IDFC FIRST Bank, founded in 2018, is headquartered in Mumbai, Maharashtra, India and operates in Banking and Financial Services. It operates as banking under public ownership.
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