Kotak Mahindra Hiring for Service Relationship Manager – Private Banking-Kotak Private Banking-Customer Service at Bangalore Full Time

• Provide client service support in :
  
  • Accepting and placing transaction orders upon RM and /or client request

  • Ensure smooth processing of Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow

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

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

  • Liaison with Operations/Product teams, group service providers and dealers

  • Create MIS reports of the client portfolio.

  • Servicing of Banking customers in terms of cheque referrals, statement requirements, Re-KYC, Risk Profiling

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

  • Handling of NRI clients

  • Handling of Trade and Forex Transactions

• Provide support to the company and/or Management by:
  
  • Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation

  • Initiating client contact via phone/meetings as needed to support RMs.

  • Relationship deepening

  • Review client portfolios with RM for improvement in services

  • Control Mechanism for all deferrals/ exceptions

  • Pro-activeness in enhancing existing processes & controls

  • Ensuring regular updations of Risk Profiling and Family Mapping of all customers

  • Ensuring all customers of the Bank are KYC compliant

  • Fulfilling Internal Audit and Internal control requirements

• Cross Sell of Savings Bank a/c’s and Addition of Hooks into existing and new a/c’s
  
  • Opening New Savings Bank a/c of Existing WM customers/family members.

  • 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/c’s

• Proficient in Microsoft Applications – Excel, Word & PowerPoint