Client Services Advisor

Job Requirements

Job Title:

Function/ Department:

Job Purpose:

Roles & Responsibilities

• Maintain and exercise control over portfolio of clients covering CMS Platinum & Non Platinum, Trade, General Banking Services as applicable
  

• Ensure that services to WB clients are of the highest standard with sharper SLAs for Platinum CMS clients & Top Tier marquee names, while constantly monitoring customer quality in order to minimize the risk of loss to the bank.
• Conduct regular service review meetings with decision makers and operational contacts prepare minutes and follow through all the issues raised by client and ensure timely resolution.
• Liaise with Implementation, Sales, Operations, Product Management, Channel Management, Relationship Manager and Technology teams to ensure high quality of service delivery across Trade and Cash management.
• Proactively ideate and provide inputs and initiate projects leading to operational efficiency and ease of business.
• Continue to improve the client related processes, post implementation period.
• Act as the primary owner/single point of contact for clients in the portfolio
• Establish and maintain relationship and provide added service to selected clients in supporting the business relationship.
  

• Provide support for rollout of new products/services
  

• Testing & verification of system enhancements
  

Educational Qualification:

Experience