| WBO:WBC Customer Service Officer Trade & Forex | |||||||
| INTERNAL USAGE: | |||||||
| No. of Vacancies: | Reports to: | Customer Service Manager or Branch Head | |||||
| Is a Team leader? | N | Team Size: | |||||
| Grade: | Officer/AM/DM/Manager | ||||||
| Business: | Corporate Banking | Department:� | Wholesale Banking Products | Sub-Department: | |||
| Location: | Across India | ||||||
| About | |||||||
| With branches spread across the country, the branches act as the face of Axis Bank for the corporate customers and is, hence, an integral part of the Bank�s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank�s customer engagement strategy across products and services | |||||||
| About the Role | |||||||
| As a part of the wholesale banking product team, Trade Customer Service Officers (Trade CSOs) are responsible for providing over-the-counter service to fulfill the needs of existing as well as potential customers. Trade CSOs are required to handle service requests, process transactions efficiently and within the stipulated time. ���������������������������������������������������������������������������������������� | |||||||
| Key Responsibilities | |||||||
� Process service requests efficiently and accurately while maintaining high service standards � Liaison with relationship managers, product/operations team � Ensuring delight in respect of customer experience with the Bank � Handle all service requests and queries from customers, liaison with RMs, Product/Ops teams and ensure timely delivery of services. � Ensure smooth interaction with customers and quick processing of transactions within SLA. � Ensure compliance to Regulatory Guidelines, Bank's policies in all processes and workflows. � Scrutiny of docs submitted by the client for processing � Obtaining� Exchange rate for the transactions from dealing room � Scanning of docs , transmit to TFC/DTFC� First Time Right (FTR)� documents within stipulated time & monitor the Work ID till the completion � Obtaining approval from competent authority , if required for the completion of the transaction � Co �ordinating with the customers, respective coverage RM , general operations division of the Branch , account manager at CBB, TFC/DTFC for execution of the transaction � Safe custody & tally the physical holding of the FCY/TCQs/TCDC with the inventory in the system � Service call to the client for feedback , engaging with the customer for deepening , references etc � Follow up for the clearance of EDPMS & IDPMS entries , Realisation of overdue export and import bills , obtention of FBFP /Bill of Entries for completion of Me chanting Trade transactions, obtain ECB2, Annexure 6, FCGPR, Share Certificates, APRs for Capital Account transactions and Annual Certificate for booking forward contracts and transmit these to TFC � Prompt response to the customer queries & handling of Free Format SWIFT messages received from Foreign Banks ,handle transactions of Vostro Accounts � Attend to Concurrent Audit, Internal Audit, and Structured Visit reports and ensure rectification and submission of compliance within the stipulated time � Record, Send and Retrieve the original documents to / from Record Management Agency � Promoting on boarding of customers & migrate them to Digital platform i.e TF-Connect/Fx-Connect/Paypro/CIB etc.
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| Qualifications | |||||||
Optimal qualification for success on the job is: � Graduation/ MBA from a recognized university � 1-2 years in the BFSI sector
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| Role Proficiencies: | |||||||
A successful candidate should possess the following: � Knowledge of banking regulations and norms � Maintain a high level of knowledge of banking products and services � Good communication (both verbal and written) skill in both English and the local language � Ability to handle pressure and meet deadlines � Relationship building skills For successful execution of the job | |||||||
Refer to the Job Description
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 1 - 3 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a RB-LS: Assistant Manager Sales - Corporate Salary Relationship at Axis Bank.
This role requires around 1 - 3 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Axis Bank's application process for this role.