Description
We are seeking a Client Service Analyst to join our team in Ludhiana, India.
The Client Service Analyst is responsible for retaining, growing, and developing strategic client relationships for a portfolio of clients.
Key Responsibilities:
- Ensure strict adherence to all internal and external guidelines
- Ensure proper processing of forex and trade transactions
- Ensure proper monitoring of expenses and controlling costs
- Ensure proper display of all Regulatory Circulars in the Area
- Accurate processing of all account opening forms and MF applications
- Voucher Management, Rules of Custodianship, Key Management guidelines
- Exception handling and deferral tracking and monitoring
- Suspicious transactions and large cash transactions review
- Ensure Area has a clean Mystery Shopping Audit report
- Proper tracking, responses, and closures of all Customer Complaints
- Ensuring best-in-class service standards to all Area customers
- Ensuring proper controls and access is maintained to the Cash/Locker Area
- Handling day-to-day Cash activity, Clearing operations, and general banking operations
- Handling customer requests and raising SR
- Handling Insurance and investment-related operations activity
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
- Complementary Health screening for 35 years and above
Requirements:
- Excellent communication in English
- Well-groomed
- Minimum qualification required is Graduation
- Minimum experience should be 2 to 4 years in a relevant field, preferably in Forex and Trade services
We offer:
- Training and development to help you excel in your career
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs