Senior Team Leader-HNI-Kotak Private Banking-Relationship Manager

1.    Monitoring and handling of Trade and Forex Transactions through a team of BB SRM

2.    Monitoring and ensuring smooth processing of Current Accounts with healthy first pass scores and ensure clarity in documentation, with adequate record of updates and process flow

3.    Managing a team of BB SRM who will be responsible  to client queries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information

4.    Liaison with Branches, Operations/Product teams, CMS Ops, group service providers for seamless execution.

5.    Managing a team of BB SRM will will take care of cheque referrals, statement requirements, Re-KYC, Risk Profiling and other Compliance Parameters

6.    Ensure compliance and processes are adhered to in all internal and external communications

7.    Regular Review with all stakeholders to ensure seamless client experience 

8.    Identify Areas of Improvement for the team and organise trainings

9.    Identify process improvement areas work towards implementation in consultation with internal stakeholders

10. Motivating and driving team to maintain existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation

11.  Relationship deepening

12.  Monitoring and ensuring all customers of the Bank are KYC compliant

13.  Fulfilling Internal Audit and Internal control requirements

• Proficient in Microsoft Applications - Excel, Word & PowerPoint
• Strong Communication and Interpersonal Skills
• Knowledge of Financial Products and Systems
• Knowledge of Banking Products, Processes and Systems
• Relationship Building with internal and external stakeholders