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Job Location | Mumbai City |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | General / Other Software |
EmploymentType | Full-time |
Role Overview
To service, advice, support and manage portfolio of Global Treasury Services MNC and Middle Market clients by providing professional, courteous and high quality customer service in all aspects of domestic, international and cash management services. He/she provides consistent service by managing the day to day servicing enquiries, complaints, keep clients informed on status of all outstanding enquiries and escalate as appropriate. The Dedicated Service advisor acts as a primary contact for the Gold and Platinum clients to work closely with the client as well as internal partners to meet business requirements and conducts period service and scorecard review with clients. He/ she undertakes regulatory remediation, proactive client education on regulatory and process requirements as well as Operational Excellence initiatives to improve the overall client experience.
Key Responsibilities
- Work with Team, Business Partners and Clients to provide and promote quality service solutions:
- Proactively manage the day to day servicing enquiries of all assigned clients
- Provide proactive advisory services to clients
- Log, investigate and resolve all enquiries in a timely/accurate manner in accordance with Service Levels
- Provide consistent service and keep clients informed on status of all outstanding enquiries
- Liaise with local/overseas Bank s, Business Partner s and Preferred Banking Partner s at all levels
- Analyze monthly client enquiry statistics to identify trends and recurring issues
- Attend, prepare and drive internal/external client meetings and/or presentations
- Market Treasury Service initiatives, successes and strengths to new/existing clients
- Participate in assigned local and/or regional projects as required
- Provide back up support to other Client Services Advisor and be a team player
Key Requirements:
- 8-10 years Client Service experience (preferably within an international/domestic payments banking environment)
- Strong interpersonal and problem solving skills
- Excellent written, communication and telephone skills essential
- Excellent typing and PC skills (Windows, Word, Excel, PowerPoint (an advantage), MS Office)
- Working knowledge of treasury, trade or cash management services
- Ability to work in high pressured environment and meet tight deadlines
- Experience with account opening, product or service documentation an advantage
- Good time management skills
Desired Skills
- Strong team player with good work ethics
- Ability to work independently as part of an elite team
- Best practice orientated/Market Intelligence
- Self-starter
- Attention to detail
- Highly organized
- Thrives on challenges
- Takes personal ownership
- Ability to demonstrate initiative and creative thinking
- Ability to build strong client relationships
- Adapts easily to change
- Commonsense approach mature and confident
- Excellent personal presentation for face to face meetings with clients
- Friendly outgoing personality to deal with clients
- Flexibility with hours/overtime as and when required
,Keyskills :
thrives on challengescash management services ms officemiddle market service levelsrisk management cash managementproblem solvin