Client Services Advisor

Job Requirements
Role/ Job Title: Client Services Advisor
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 clients to ensure fulfillment of the client's needs across Transaction Banking(Cash, Trade), Exchnage House and General Banking 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:
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Maintain and exercise control over portfolio of clients covering CMS Platinum & Non Platinum, Trade, General Banking Services as applicable
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Ensure that services to WB clients are of the highest standard with sharper SLAs for Platinum CMS clients & Top Tier marquee names, 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 across Trade and Cash management.
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.
Advisors will be responsible for managing their respective portfolios in CMS / Trade as applicable
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Provide support for rollout of new products/services
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Testing & verification of system enhancements
Educational Qualification: Any Graduate with Postgraduate in Management
Experience: 8 to 10 years in BFSI Industry

Work arrangement
No