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Team Member - WBG HO / IPO / CIP - Operations

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Mumbai

AI generated summary

  • You should handle account operations, CMS documentation, and escrow creation while ensuring quality service and timely resolution of client queries through effective stakeholder coordination.
  • You will handle account openings, maintenance, term deposits, CMS setups, and escrow accounts while ensuring quality service and timely resolution of client queries through stakeholder coordination.

Requirements

  • - Handling Account Opening, Account maintenance, Term deposit requests
  • - CMS setup documentation (new clients/modification for existing clients)
  • - Escrow accounts creation
  • - Handling Cms client queries etc, through client interaction
  • - Ensuring delivery of quality service to clients
  • - Ensuring customer requests/queries are attended to and resolved within TAT
  • - Coordination with stakeholders like RPC, CMS Setup, CMS Ops, PSM, RM, LCC, BSG, IT etc. to speed up customer requests and resolve issues

Responsibilities

  • Handling Account Opening, Account maintenance, Term deposit requests
  • CMS setup documentation (new clients/modification for existing clients)
  • escrow accounts creation, handling Cms client queries etc, through client interaction
  • Ensuring delivery of quality service to clients
  • Ensuring customer requests/queries are attended to and resolved within TAT
  • Coordination with stakeholders like RPC, CMS Setup, CMS Ops, PSM, RM,
  • LCC, BSG, IT etc. to speed up customer requests and resolve issues

FAQs

What are the primary responsibilities of a Team Member in Operations?

The primary responsibilities include handling account opening and maintenance, processing term deposit requests, managing CMS setup documentation, creating escrow accounts, and addressing client queries through direct interaction.

How do I ensure quality service delivery to clients?

Quality service delivery can be ensured by promptly addressing customer requests and queries, actively resolving issues within the turnaround time (TAT), and maintaining clear communication with clients.

Who are the key stakeholders I would coordinate with?

You would coordinate with stakeholders such as RPC, CMS Setup, CMS Operations, PSM, Relationship Managers (RM), LCC, BSG, and the IT department to expedite customer requests and resolve any issues.

What is the turnaround time (TAT) for resolving customer requests?

The TAT for resolving customer requests varies but is aimed at ensuring timely responses to maintain high client satisfaction.

What kind of client interactions can I expect in this role?

You can expect various types of client interactions, including addressing queries, providing updates on requests, and offering support related to account management and CMS setups.

Is experience in customer service important for this role?

Yes, experience in customer service is important as it helps in effectively managing client interactions and ensuring their requests are handled efficiently.

Will I be involved in creating new client accounts?

Yes, one of the key responsibilities of this role includes handling the account opening process for new clients.

Are there opportunities for advancement in this position?

Yes, there are opportunities for advancement based on performance, skills, and experience, as the role provides exposure to various aspects of operations and client management.

What kind of training will I receive for this position?

Training will typically include orientation on internal processes, systems used for operations, customer service protocols, and any compliance-related training necessary for the role.

Finance
Industry
10,001+
Employees

Mission & Purpose

Kotak Mahindra Bank is a leading Indian financial services conglomerate that offers a wide range of banking and financial products, including personal, corporate, and investment banking services. They provide solutions such as loans, savings accounts, insurance, asset management, and wealth management. Kotak Mahindra Bank’s ultimate mission is to drive growth by delivering innovative and customer-centric financial services while maintaining the highest standards of integrity and professionalism. Their purpose is to empower individuals, businesses, and institutions by offering tailored financial solutions that enhance their financial well-being and support economic progress.