Description
We are seeking a Private Banking Advisor to join our team in Mumbai.
As a Private Banking Advisor, you will be responsible for ensuring DB Service Standards are adhered to, including customer service, compliance, and corporate security.
Key Responsibilities:
- Ensure total compliance with all audit guidelines set by external and internal auditors
- Create a sales and service environment across the service team
- Backup to the service head
- Ensure strict adherence to all internal and external guidelines, including KYC and anti-money laundering regulations
- Monitor expenses and control costs
- Ensure proper display of regulatory circulars
- Process account opening forms and MF applications accurately
- Manage vouchers, follow rules of custodianship, and adhere to key management guidelines
- Handle exceptions and track deferrals
- Review suspicious transactions and follow guidelines
- Ensure a clean mystery shopping audit report
- Track and respond to customer complaints
- Lead a team of customer service executives and create a cross-sell environment
Benefits:
- Best-in-class leave policy
- Gender-neutral parental leaves
- 100% reimbursement under childcare assistance benefit
- Sponsorship for industry-relevant certifications and education
- Employee assistance program
- Comprehensive hospitalization insurance
- Accident and term life insurance
- Complimentary health screening for employees aged 35 and above
Requirements:
- 10-15 years of experience in the banking industry, specifically in customer service and banking operations
- Strong interpersonal skills and leadership ability
- Knowledge of banking processes and day-to-day operations
- Ability to handle customer queries and keep up with customer commitments
We offer training and development opportunities, coaching and support from experts, and a culture of continuous learning.