Assistant Manager

JOB PURPOSE

• Lead Account opening services team
• Control the day-to-day activities of the team both Onshore and Offshore
• Manage account opening functions for Personal Banking and Wholesale Banking
• Manage all maintenance and service-related requests pertaining to Account services unit
• Manage all account opening/ Maintenance tasks received by digital channels like Customer onboarding, iPad, Online/ SMS Banking, IVR
• Assist the Head of Shared services in achieving the Unit objectives by supervising the activities of a team of Processing supervisors while resolving relatively more complex problems / issues and ensuring smooth flow of work, complying with established standards, policies and procedures

JOB ACCOUNTABILITIES

• Lead and manage the operational functions at onshore to ensure:
• Account opening (CASA&TD) and maintenance for WBG and PBG are completed within agreed SLA
• Account opening, average over 100 documents per day, reconciliation of physical documents completed and forwarded to Archiving
• Overnight safe custody of original physical documents under custody
• Monitor Offshore Processing Team pertaining to
• Account opening (CASA &TD)
• Cheque Book issuance, Special Cheque Book
• Online Banking, SMS, IVR Banking
• Processing for COB (High Risk) IPAD (High Risk) and MB accounts
• Review daily/ monthly tasks and dashboard are submitted
• Decide, in line with stipulated polices, after analyzing the documents and requirements
• Approve or reject COB-High Risk accounts, IPAD, MB accounts
• Approving Debit cards in the Instant Issuance or DCR for above cases
• Escalate approvals to the next level of management/ compliance, where required
• Prioritizing process completion depending upon high net worth and tier 1 clients
• Manage and plan resources for optimal efficiency especially planning absence or leaves
• Fully responsible for:
• Holding the original physical documents as joint custodian
• Ensuring the physical documents are reconciled on a daily basis.
• Rework identified by Offshore, rectification exercise in coordination with Branches / RM s
• Monitor and ensure proper movement of original physical documents between ASU & Central Archiving Unit under acknowledgement
• Time Deposit / CCBB opening / OA payments approval
• Act as joint bank admin for special bank controlled admin for iBusiness in conjunction with IAM
• Approve the scanning of customer signatures in SIG-CAP handled at Onshore
• Address / complete audit observations within time, Coordinate with auditors and rectify the irregularities and deficiencies observed to ensure compliance with the standard policies, procedures and statutory requirements
• Identify / propose optimization opportunities, based on the experiences gained in the day to day functions for further improvement.
• Work on continues process reviews and improvements to ensure customer experience & expectation is met.
• Participate in preparing BRD, conduct UAT at a user perspective for upgrades in the processes handled at the Unit and ensure deployment in live
• Support to develop and cross-train team members for better resource utilization during exigencies.
• Provide assistance to the TL SSD ASU & Escrow in completing the day-to-day operations of the Unit