Client Service Analyst

Role Description

• Ensuring DB Service Standards wrt to Customer Service, Compliance and Corporate Security are adhered too.
• Ensure total Compliance of all audit guidelines set by External (RBI, NSDL) and Internal OR Auditors.
• Create a sales & service environment across service team
• Backup to service head

What we'll offer you

As part of our flexible scheme, here are just some of the benefits that youll enjoy

Your key responsibilities

• Ensure strict adherence to all internal and external guidelines (KYC & Money Anti Launderings, Audits)
• Ensure proper monitoring of expenses and controlling costs, waiver tracking & lead management
• Ensure proper display of all Regulatory Circulars in the Area
• Accurate processing of all account opening forms MF applications
• Voucher Management, Rules of Custodianship , Key Management guidelines, arefollowed without any deviation
• Exception handling / deferral tracking and monitoring
• Suspicious transactions, large cash txn's, NR Credits are reviewed and the necessary process is followed as per the guidelines laid
• Ensure Area has a clean Mystery Shopping Audit report both by Internal as well as External auditors
• Ensure proper tracking, responses and closures of all Customer Complaints within the committed TAT's.
• Leading a team of Customer Service Executives and create a cross sell environment across the Service Team.
• Ensuring best in class service standards to all the Area customers by synergizing with all the channels in the Area
• Ensuring proper controls and access is maintained to the Cash / Locker Area at all times. Any suspicious transaction must immediate! be reported to the supervising officer

Your skills and experience

• Team management/Leadership skills
• Knowledge on FEMA/Foreign exchange and Demat operations
• Client service excellence
• Experience in overall branch operations for 10 years