Branch Service Partner

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.Role & responsibilities

Preferred candidate profile