Trade Desk Officer - Surat ( Katargam)

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.