To provide a timely, efficient and personalized service to a select group of HNW customers with the aim of increasing customer service level and providing accurate and updated information to customers regarding the Asset products and deposits, and, to process all customer instructions within established time frame.Key Result Areas:
Provide One Stop Banking Service to the customers of Aayan Banking ensuring timely and efficient execution of customers requests;
Ensure adherence to Bank processes & policies and report deviation to immediate supervisor/manager;
To ensure that there is no loss of customers from Aayan Banking due to unsatisfactory service on our part;
Ensure that all financial and non-financial transactions, within your authority level, are executed in a timely and error free manner.
Be familiar with the Service Standards and TATs for various transactions, and endeavor to consistently meet and exceed them.
Maintain a proper system of filing and ensure that all documents are properly filed and easily accessible.
Adhere to Bank processes and policies and report deviations to immediate supervisor/Manager.
Printing of reports on a daily basis and obtaining Unit Head signatures on the same and filing for record purposes.
Record all customer instructions forwarded to Business Support Units and ensure same is executed in a timely and accurate manner.
Competencies/Skills
Minimum- Diploma or University Degree
At least 2-3 years experience of dealing with HNWI and managing a portfolio.