Senior Team Leader-HNI-Kotak Private Banking-Relationship Manager

Team Leader- Service Desk – Business Banking
Provide Client Service Support For Current Account Customers
Monitoring and handling of Trade and Forex Transactions through a team of BB SRM
Monitoring and ensuring smooth processing of Current Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow
Managing a team of BB SRM who will be responsible to client queries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
Liaison with Branches, Operations/Product teams, CMS Ops, group service providers for seamless execution.
Managing a team of BB SRM will will take care of cheque referrals, statement requirements, Re-KYC, Risk Profiling and other Compliance Parameters
Ensure compliance and processes are adhered to in all internal and external communications
Regular Review with all stakeholders to ensure seamless client experience
Identify Areas of Improvement for the team and organise trainings
Identify process improvement areas work towards implementation in consultation with internal stakeholders
Motivating and driving team to maintain existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
Relationship deepening
Monitoring and ensuring all customers of the Bank are KYC compliant
Fulfilling Internal Audit and Internal control requirements
Job Requirements
Proficient in Microsoft Applications - Excel, Word & PowerPoint
Strong Communication and Interpersonal Skills
Knowledge of Financial Products and Systems
Knowledge of Banking Products, Processes and Systems
Relationship Building with internal and external stakeholders

Work arrangement
No