Service Relationship Manager- Affluent Banking
Bank Jobs @99porkypig in FinanceJob Description
Job description
Job Summary:
To manage and impact improvement in the Affluent Clients. Service parameters and the delivery of client experience so that Affluent Banking becomes a benchmark in customer service for premium banking customers in the industry.
Responsibility Areas:
- Support in managing all Private Bank sales and service activities for the assigned region
- Provide complete and comprehensive information to customers on products, services and ensure best services are provided to them
- Analyze clients cash, capital, and investment needs
- Monitor the performance of client accounts and suggest ways to improve returns
- Ensuring appropriate control framework is in place and operations risk are properly managed
- Automating key activities of the business to gain efficiency in delivery
- Streamlining of the digitization activities in the process
- Assure adherence to the guidelines set by the bank
- Ensure bank meets the audit, compliance regulatory requirements
- Gather latest Market intelligence and track benchmark against best practices in competitor bank
- Manage and improve the customer journey and partner experience to differentiate the bank
from competition - Evaluate the feasibility of Digital enablement from offering, channel process point of view and
ensure its implementation to improve overall operational efficiency - Collaborate with other departments and functions to provide best-in-class products and
service offerings to the customer
Preferred Skill Set :
- Prior experience in managing Service Delivery and client experience agendas roles at a level
of geographic zone / pan-India central role - Will bring a mix of business acumen and Service orientation to be able to create service
excellence as a culture with a view to enhance business value - Excellent communication, analytical & reviewing skills
- Inter-personal coordination & Team Player
- Previous exposure to CRM systems and Finacle is a critical skill.
- Excellent ability to use Excel and PowerPoint
Full Time, Permanent
Service Delivery
Education
Any Graduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
