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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
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 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 Senior Team Leader-HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank.
This role requires around 0-5 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 Kotak Mahindra Bank's application process for this role.