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Great Opportunity for Service profile for banking sector

2 - 7 YearsMumbai, Navi Mumbai, Mumbai Suburbs

Posted: 11 days ago

Job Description

We are hiring for one of the banking sector for Mumbai location:

Profile: Service RM (Service RM)
Location: Mumbai
Requirement: Candidates must be from MNC Bank

Provide client service support in :

1. Accepting and placing transaction orders upon RM and /or client request
2. Ensure smooth processing of Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow
3. Responding to client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information
4. Research and initiate corrections in transaction and/or account errors
5. Liaison with Operations/Product teams, group service providers and dealers
6. Create MIS reports of the client portfolio.
7. Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC, Risk Profiling
8. Ensure compliance and processes are adhered to in all internal and external communications
9. Handling of NRI clients
10. Handling of Trade and Forex Transactions

Provide support to the company and/or Management by:

1. Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation
2. Initiating client contact via phone/meetings as needed to support RMs.
3. Relationship deepening
4. Review client portfolios with RM for improvement in services
5. Control Mechanism for all deferrals/ exceptions
6. Pro-activeness in enhancing existing processes & controls
7. Ensuring regular updations of Risk Profiling and Family Mapping of all customers
8. Ensuring all customers of the Bank are KYC compliant
9. Fulfilling Internal Audit and Internal control requirements

Cross Sell of Savings Bank a/cs and Addition of Hooks into existing and new a/cs

1. Opening New Savings Bank a/c of Existing WM customers/family members.
2. 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/cs

Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Operations/Processes/Finance/Legal
Role: Operations Officer
Employment Type: Permanent Job, Full Time

Company Profile

Forret India Private Limited
Forret India was founded in 2008 with a strong perspective of providing better services and quality staff to customers. Forret India is one of the India's leading providers of executive search consulting services. The organization has rapidly advanced towards excellence by providing credible Placement Consultancy and Recruitment Services. Inspired by the positive feedbacks of Employers as well as the Employees, placed by us, we aim to act as a bridge between them and help in building a long lasting and mutually profitable professional relationship among them.
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Contact Details

Contact Company:Forret India Private Limited


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