
Team Member
2 days ago
Job Role:
- Supervise Team Leaders across 5 regions, 10 offices throughout India, 50+ Team members servicing clients and RM's
- Serve Corporate and Wholesale banking clients by facilitating opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, Nodal, etc.
- Manage collection of documents, verification and timely processing of Account maintenance requests like signatory management, KYC/Re-KYC, Term deposit requests, etc. through respective RPC's.
- Ensure timely and accurate completion of all account opening functions, provide excellent customer service, fulfill requests end-to-end, and resolve customer issues effectively.
- Provide a monthly report on metrics while addressing team challenges and celebrating successes.
- Conduct periodic location wise service reviews to ensure quality service to both internal and external clients
- Maintain a robust processing environment with effective controls, empowering the team to offer client solutions within the established policy framework
- Ensure compliance with regulatory guidelines, company policies, and processes and facilitating smooth audits at all times.
- Monitor customer satisfaction and service levels closely, driving necessary process improvements
- Coordinate with stakeholders and clients to address process gaps or issues
- Keep process documents updated and ensure regular reviews
- Manage queries, issues, escalations and audits effectively
Skills:
- 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.
Kotak Mahindra Bank
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