Account Servicing Team Lead

Job Title: Account Servicing Team Lead

Job Description:

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• To lead a team of account servicing professionals and ensure the timely and accurate completion of all account opening functions.">
• To provide excellent customer service, fulfill requests end-to-end, and resolve customer issues effectively.">
• To conduct periodic location wise service reviews to ensure quality service to both internal and external clients.">

Responsibilities:

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2. Ensure timely and accurate completion of all account opening functions.">
3. Provide excellent customer service, fulfill requests end-to-end, and resolve customer issues effectively.">
4. Conduct periodic location wise service reviews to ensure quality service to both internal and external clients.">
5. Maintain a robust processing environment with effective controls, empowering the team to offer client solutions within the established policy framework.">
6. Ensure compliance with regulatory guidelines, company policies, and processes and facilitating smooth audits at all times.">
7. Monitor customer satisfaction and service levels closely, driving necessary process improvements.">
8. Coordinate with stakeholders and clients to address process gaps or issues.">
9. Keep process documents updated and ensure regular reviews.">
10. Manage queries, issues, escalations and audits effectively.">

Required Skills and Qualifications:

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• Post Graduate/MBA with 10-12 years of team leading experience in Account Opening, KYC guidelines, Account Maintenance and related Wholesale Banking products.">
• Leadership skills: Ability to inspire, motivate, and guide team leaders and their teams towards achieving goals.">
• Regulatory knowledge: Familiarity with relevant regulations and compliance requirements related to account opening processes.">
• Customer service orientation: Understanding the importance of customer satisfaction and the ability to address client needs and concerns effectively.">
• Communication skills: Strong verbal and written communication skills to convey information clearly and effectively to team leaders, clients, and other stakeholders.">
• Interpersonal skills: Ability to build and maintain positive relationships with team members, clients, and other departments.">
• Organizational skills: Proficiency in managing multiple tasks, prioritizing responsibilities, and ensuring that deadlines are met.">
• Problem-solving skills: Ability to identify issues, analyze situations, and develop effective solutions quickly.">
• Analytical skills: Capability to assess data and metrics related to account openings and team performance to make informed decisions.">
• Training and development: Skills in coaching and mentoring team leaders to enhance their performance and professional growth.">
• Technical proficiency: Knowledge of software and tools used in account management and data analysis, as well as the ability to adapt to new technologies.">
• Strategic thinking: Ability to develop and implement strategies that align with organizational goals and improve account opening processes.">
• Conflict resolution: Skills to manage and resolve conflicts within the team or with clients in a constructive manner.">
• Time management: Ability to manage one's own time and the time of team leaders effectively to maximize productivity.">
• Adaptability: Flexibility to adjust to changing circumstances and the ability to lead teams through transitions.">
• Performance management: Skills in setting performance metrics, data evaluation, reviews and providing constructive feedback to team leaders.">

Benefits:

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• Opportunity to work with a dynamic team and contribute to the growth of the organization.">
• Chance to develop leadership skills and take on new challenges.">
• Professional growth and development opportunities.">
• A competitive salary and benefits package.">

Others:

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• The ideal candidate will have a strong understanding of account opening processes and procedures.">
• Must be able to work effectively in a fast-paced environment and prioritize tasks accordingly.">
• Strong analytical and problem-solving skills are essential for this role.">
• Familiarity with wholesale banking products and services is desirable.">