
Trade Desk Officer
5 days ago
Role & responsibilities
Account Opening & Maintenance:
- Run the processes for account opening, account maintenance & account
closure related formalities as per YBL process for Corporate clients.
- Handle corporate customers enquiries and instructions, whilst ensuring
that the Bank's delivery standards are met in achieving total customer
satisfaction. e.g. timely checking of account opening documentation,
opening of accounts etc.
- Ensure adherence to process & documentation standards
- Maintain strict vigilance on the quality of forms and documentation
provided.
- Ensure timely follow up with Sales RMs of all BUs for resolution of any
outstanding deferrals.
- Provide support to relationship managers & product sales managers for
servicing corporate clients – attend to customer requirements, coordinate
with back office operations & facilitate their transactions as required to
ensure total customer satisfaction and ensure fault free servicing and
transactions processing for corporate clients and services like
trade,CMS,Escrow arrangements,BTI,payments etc
- Transactions Related:
- Address all transaction related enquiries i.e. pre, during & post transaction
processing & escalations.
- Ensure strong monitoring of all transactions.
- Assist in follow up on recoveries/dues from the customers- Monitor
internal GL & keep reconciliation of accounts updated, Generate MIS
reports as applicable
- Service & Quality:
- To ensure that the highest quality service is provided to corporate
customers.
- Ensure that adequate records & data pertaining to corporate customer
queries and complaints are maintained for achieving greater process
efficiency.
- Coordinate with relationship managers and meet / interact with key
clients on a periodic basis to stock take on service levels and customer
satisfaction.
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