WBO:WBC Customer Service Officer Trade & Forex

No. of VacanciesReports toCustomer Service Manager or Branch HeadIs a Team leaderNTeam SizeGradeOfficer/AM/DM/ManagerBusinessCorporate BankingDepartmentWholesale Banking ProductsSub-DepartmentLocationAcross IndiaAboutWith branches spread across the country, the branches act as the face of Axis Bank for the corporate customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and servicesAbouttheRoleAs a part of the wholesale banking product team, Trade Customer Service Officers (Trade CSOs) are responsible for providing over-the-counter service to fulfill the needs of existing as well as potential customers. Trade CSOs are required to handle service requests, process transactions efficiently and within the stipulated time.-----------------------------Key ResponsibilitiesProcess service requests efficiently and accurately while maintaining high service standardsLiaison with relationship managers, product/operations teamEnsuring delight in respect of customer experience with the BankHandle all service requests and queries from customers, liaison with RMs, Product/Ops teams and ensure timely delivery of services.Ensure smooth interaction with customers and quick processing of transactions within SLA.Ensure compliance to Regulatory Guidelines, Banks policies in all processes and workflows.Scrutiny of docs submitted by the client for processingObtaining Exchange rate for the transactions from dealing roomScanning of docs , transmit to TFC/DTFC First Time Right (FTR) documents within stipulated time & monitor the Work ID till the completionObtaining approval from competent authority , if required for the completion of the transactionCo ordinating with the customers, respective coverage RM , general operations division of the Branch , account manager at CBB, TFC/DTFC for execution of the transactionSafe custody & tally the physical holding of the FCY/TCQs/TCDC with the inventory in the systemService call to the client for feedback , engaging with the customer for deepening , references etcFollow up for the clearance of EDPMS & IDPMS entries , Realisation of overdue export and import bills , obtention of FBFP /Bill of Entries for completion of Me chanting Trade transactions, obtain ECB2, Annexure 6, FCGPR, Share Certificates, APRs for Capital Account transactions and Annual Certificate for booking forward contracts and transmit these to TFCPrompt response to the customer queries & handling of Free Format SWIFT messages received from Foreign Banks ,handle transactions of Vostro AccountsAttend to Concurrent Audit, Internal Audit, and Structured Visit reports and ensure rectification and submission of compliance within the stipulated timeRecord, Send and Retrieve the original documents to / from Record Management AgencyPromoting on boarding of customers & migrate them to Digital platform i.e TF-Connect / Fx-Connect / Paypro / CIB etc.QualificationsGraduation/ MBA from a recognized university1-2 years in the BFSI sectorRole ProficienciesA successful candidate should possess the following:Knowledge of banking regulations and normsMaintain a high level of knowledge of banking products and servicesGood communication (both verbal and written) skill in both English and the local languageAbility to handle pressure and meet deadlinesRelationship building skillsFor successful execution of the job