Team Member

2 days ago


Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 20,00,000 per year
Job Description:

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.
Responsibilities:
  • 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
Job Requirements:

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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