Get a Service Relationship Associate Job and your responsibilities will provide excellent relationship management and account servicing support to Relationship Managers so that as a team, there is greater productivity in acquiring, deepening and broadening existing and potential relationships.
Service Relationship Associate staff main responsibilities in this role include the following:
• Manage end to end queries for CPC and CG customers mapped to RM.
• Support CPC RMs or RMs that have a larger book of CPC clients.
• Involved in SRA Oasis & GCB Projects.
• Ensure consistently strong and proactive support is given to Relationship Managers through timely and error-free execution of trades; and all other aspects of service and customer relationship management.
• To ensure all work processes are executed in compliance with Bank’s policies and procedures, timely and error-free, delivering consistency in client experience, in tandem with business & financial objective, and as per regulatory requirement
• Review MIS received from Singapore on a regular basis for OASIS Non-Matching Report and co-ordinate with respective Service Relationship
• Associates to regularize the same.
• Review OASIS – CSL – INEX Report and co-ordinate with respective Relationship Managers / Service Relationship Associates to regularize the same.
• Handle deceased cases for IPB accounts.
• Ensure all aspects of the department’s administrative functions are carried out effectively and completely in accordance to approved operating procedures of the Business.
• Complete/follow-up documentation for client’s transaction/investment needs or due diligence purpose.
• Resolve customer queries received through various channels (Email/Phone/Face to face interaction etc.)
• Follow the engagement model prescribed by the bank for periodic interaction with the customers (includes client on boarding, relationship management etc.).
• Follow the bank’s processes for verification of documents, retention of documents, processing of instructions, servicing of clients and resolution of complaints/queries.
• Ensure consistently strong and proactive support is given to Relationship Managers through timely and error-free execution of trades; and all other aspects of service and customer relationship management.
• Review Daily Branch Account Opening / Maintenances outstanding cases and co-ordinate with respective Service Relationship
• 7-10 years’ banking experience ideally in client-servicing
• Good communication and problem solving skills
• Sound knowledge and experience of Microsoft Applications.
• Candidate should hold a Diploma.
• Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Competencies
• Good relationship management
• Quick learner, self-starter, and should be able to take initiatives
• Good team player and should be able to work well with cross functional teams
• Matured personality with a high-level of initiative, self-driven, good time management and work integrity Job Details Company: Citi
