Manager- Client Services

Provide high quality & unbiased service to all clients assigned to the RM either by phone, emails or in person in relation to any query or request they have.

Client point of contact in the absence of the RM.

Provide assistance to the RM s in opening and closing accounts. Performs necessary compliance and KYC checks etc. & ensuring error free submissions. Following up with clients for remediation (documents only) of existing accounts, which has to be achieved within the required timeframe, with the ability to escalate concerns, errors in documentation to the functional manager.

Process all clients Transfers/Remittances/FD/FX deals etc. within agreed TAT as per SLA agreements. Obtaining special rates and tracking from end-to-end for successful completion. Monthly MIS report will be generated and escalated to Line manager and Quality Assurance to identify delays in order to enhance the process. SSO should ensure RFT ( Right First Time ) for all submissions.

Coordinate with Investment desk, TED, AMO, Custody, Securities for all Investment trades for end-to-end follow up. Monthly MIS on turnaround time with the respective business units to be escalated to the Line Manager and the Quality Assurance team

Perform signature verification checks and make call backs as per requirement (if permitted by TL)

Liaise with internal stakeholders for any follow-ups

Liaise with international branches as and when required (if applicable)

Provide clients with updated bank and portfolio statements. MIS on the volume of requests to be provided to the Line Manager and Quality Assurance.

Prompt follow-up and delivery of security items e.g. Debit/Credit cards, cheque books, returned cheques. Ensure proper registration and storage of the same. Relevant registers are required to be updated and exceptions to the process is to be escalated to the Line Manager.

Logging and continuous follow-up of all customer complaints in the CMS system within the TAT to ensure customer satisfaction. Monthly MIS will be shared with management to monitor and identify any customer complaint trends which can be recommended for corrective action.

Update and monitor all trackers daily/weekly/monthly and ensure correct registration of any documents received from clients to maintain audit flow

Attend internal/external training as required for business needs as well as personal development

Monitor and escalate the ICCS system for the relevant department as requested

Assist in mentoring and training other staff whenever possible

Provide cover during leave periods for colleagues

Strict adherence to Banks policies and procedures, compliance, and regulatory requirements

Zero unsatisfactory comments from audit. Complete and timely co-operation with any requests from audit or compliance

Willing to move from segment to segment as per management request.

Any other additional tasks as assigned by management.