Service RM - WSB| New Delhi
Summary
Manages client onboarding and compliance tasks like KYC, account openings, and transaction processing for a bank’s regional branches.
- Service Relationship Manager positions dedicated to enhancing client servicing activities across the North-East, South, and West regions.
- These roles will play a critical part in improving business productivity and ensuring efficient client interactions.
- Facilitate KYC (Know Your Customer) processes
- Manage Account Opening Forms (AOF) and handle deferrals
- Conduct Re-KYC and Signature Updation
- Assist with Email Indemnity processes
- Oversee Fixed Deposit (FD) bookings and balance confirmations
- Provide support for Net Banking inquiries
- Coordinate RTGS, NEFT, and IMPS transactions
- Issue Sanction Letters and manage document execution
- Ensure proper stamping and compliance with documentation standards
- Conduct post-sanction quarterly compliance checks (e.g., UHFC)
- Update stock statements and manage insurance documentation
- Facilitate the exchange of information and address overdue deferrals
- Support to Relationship Managers (RM) and Assistant Relationship Managers (ARM) as needed.
Qualifications: Graduate/MBA
Experience: 5 to 7 years