Affluent Banking:branch Operations

**SOSH***

**INTERNAL USAGE**:
**No. of Vacancies**:

- 1**Reports to**:

- SOSH Head**Is a Team leader?**
- No**Team Size**:

- 1**Grade**:

- Deputy Manager, Manager**Business**:

- Affluent Banking
- Branch Banking**Department**:- Affluent Banking**Sub**
**Department**:

- Affluent Banking**Location**:

- As required**About Affluent Banking
- **
- Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points**About**
***
**the**
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**Role**

**Key Responsibilities**
- Ensuring superior client experience through best in class on boarding process for customer on boarded by Retail Bank sales and distribution team through reduced turnaround time and rejects across products
- Ensuring adherence to due sales process by the Retail Bank sales and distribution team through various reviews, on the spot checks and structured review through internal controls.
- Interface with various stakeholders in the process including operations, CBORC, AML teams to resolve any process gaps identified.
- Challenge the status quo and continuously improvise the processes, implement healthy control checks, identify risks and map corrective action plans in the region assigned
- Responsible for conducting independent control reviews, sweeps for the location Retail Bank S&D teams to ensure strong and compliant working platform
- Drive First time Right metric among frontline teams through training and refresher sessions
- To monitor and manage processes outsourced to vendors. To ensure compliance to local regulatory requirements and Citi Vendor Management Guidelines
- Provide leadership guidance, training and coaching to vendor staff and conduct regular meetings with local vendor teams to disseminate information, new policies
- Preparation and Review of location level SOSH MIS.
- Conduct reviews with location Sales Frontline teams to understand opportunities for standardization/improvement of processes as appropriate
- Work with the location Retail Bank S&D Head to constantly evaluate Audit readiness for the entire network as applicable

**Qualifications**
- **Bachelors/ Masters Degree from a recognized Institute**
- **Relevant Certifications if any will be an added advantage**

**Role Proficiencies**:

- 0-2 years relevant experience
- Knowledge of client onboarding procedures (KYC requirements, FATCA, etc.)- Demonstrated interpersonal skills related to client interaction, and internal team interactions
- Proficient with Microsoft Excel, Word, PowerPoint

**About**
***
**Axis**
- Incorporated in 1994, Axis Bank is one of India
- s most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.- The Bank has a young & engaged workforce of over 100,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.