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
Ensure adherence to process & documentation standards
Maintain strict vigilance on the quality of forms and
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
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
To ensure that the highest quality service is provided to
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
of 5S , ISO 9001:2000 , Six Sigma standards & meet / exceed set quality
parameters conforming to the standards.
Responsible for offering
complete financial solutions to D4 most demanding corporate clients including
Trade finance services , cash management BTI , Escrow , IWDW & other simple banking transactions.
Provide interface to the
channels for all the service quality related issues & Ensure timely escalation of issues impacting
business and possible resolutions to address the concerns.
Ensure comprehensive compliance with all internal , regulatory and
statutory requirements as relevant for various product and services from a
Attend to any audit findings and resolve them immediately as
Maintain highest levels of discipline (punctuality , attendance ,
grooming standards etc) in the office.
Responsible for Branch upkeep & maintenance and control over
Must be thorough with banking processes , regulations & guidelines
across retail products.
with bank policies and procedures to ensure safety and security of bank's and