Service Relationship Manager- Affluent Banking

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