Service Relationship Manager-Execution-Kotak Private Banking-Customer Service

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  Provide client service support in :
  
  
  

  
  
  • For smooth processing of Service Requests & to ensure all requests are processed Within TAT in one go without discrepancies
  
  

  
  
  • Maintaining Quality in Service by ensuring finesse in response/ resolution
  
  

  
  
  • Responding to SRMs(Front end) on required documentation to fulfill a requests, with adequate record of updates and process flow
  
  

  
  
  • Accepting and resolving queries & service request from SRM (Frontend) related Account Maintenance & Account Closure
  
  

  
  
  • Responding to SRM(FE)/client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
  
  

  
  
  • Servicing of Banking customers in terms of query resolution, transaction processing, statement requirements, giving & processing documents of Re-KYC, Risk Profiling
  
  

  
  
  • Consolidation of Client Portfolio Reports / Statements / MIS
  
  

  
  
  • Research and initiate corrections in transaction and/or account errors
  
  

  
  
  
  • Liaison with Operations/Product teams/ Processing Units , group service providers and dealers for timely resolution of queries & fulfillment of service request
  
  

  
  
  • Ensure to keep upgrading your knowledge on Processes & various alternate channels to process a service request/ transaction & facilitate SRM/Client
  
  

  
  
  • Ensure compliance and processes are adhered to in all internal and external communications
  
  

  
  
  • Handling of NRI clients transactions
  
  

  
  
  • Handling of Trade and Forex Transactions
    
  
  

  
  
  
  

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  Provide support to the company and/or Management by:
  
  
  

  
  
  • Maintaining existing accounts through excellent client service, creating and maintaining, obtaining required documentation
  
  

  
  
  • Providing Service as needed to support SRMs & which helps in Relationship deepening
  
  

  
  
  • Control Mechanism for all deferrals/ exceptions
  
  

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  • Pro-activeness in enhancing existing processes & controls
  
  

  
  
  • Ensuring all customers of the Bank are KYC compliant
  
  

  
  
  • Fulfilling Internal Audit and Internal control requirements
  
  

  
  
  
  

• Proficient in Microsoft Applications - Excel, Word & PowerPoint