Senior Officer, Specialist, Operations, Client Services, Corporate Banking, Technology and Operations
6 days ago
Business Function
Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.
Job Purpose
Manage day to day transaction of Institutional Banking Group clients in Trade, Cash and Loans. Work closely with
the client, Central Operations, Business unit, Branch, Bizcare India and other stake holders to ensure both
transactional and non-transactional gets addressed and resolved. Drive metrics to ensure seamless servicing.
Key Requirements
Key Accountabilities
Client servicing and handholding of Trade, Cash and Loans transactions. Incumbent would be the single point of
contact for the client for all trade transactions.
Requirements
- Managing day to the transaction of trade, cash, and loan for the IBG set of customers.
- Own the Customer Transaction end to end.
- Strengthen relationship with the various stake holders like branches, Relationship Managers and strengthen internal teams to resolve all queries and issues promptly.
- Ensure that the self KPI's and KRI's are managed and maintained as per the group's expected standards.
- Ensure customer concerns and complaints are satisfactorily resolved within the committed timelines.
- Maximise customer satisfaction, retention by maintaining "Top of the Class" service standards in all client interactions (both internal clients and external clients).
Required Experience/ Competencies
- Should have working knowledge of various Trade Products related to Documentary Letters of Credit,
Standby Letters of Credit, Bank Guarantee, Bank-to-Bank Reimbursements, Fund Transfer, and Swifts - 5+ years of Work Experience in handling the Trade Finance, cash, and loan products.
- Excellent Client / Customer management skills, business orientation
- To manage processes and metrics on a day-to-day basis
- To provide proper guidance and support to the team as required, capability to identify areas of risk and
ensure proper mitigates and controls are put in place. - Well versed with RBI master directions
- High Emotional Intelligence required to connect with and help customers. Ability to think aloud and
empathise with customers.
Education / Preferred Qualifications
- Graduate / Postgraduate
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