Team Member - WBG HO / IPO / CIP - Operations

10 - 14 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

The National Lead for Account Servicing in Wholesale Banking is responsible for supervising Team Leaders across 5 regions and 10 offices throughout India, overseeing 50+ team members servicing clients and Relationship Managers. This role involves serving Corporate and Wholesale banking clients by facilitating the opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, and Nodal accounts. The National Lead is also responsible for managing the collection of documents, verification, and timely processing of Account maintenance requests such as signatory management, KYC/Re-KYC, and Term deposit requests through respective RPCs. Key responsibilities include ensuring the timely and accurate completion of all account opening functions, providing excellent customer service, addressing team challenges, and celebrating successes. The National Lead conducts periodic location-wise service reviews to ensure quality service to both internal and external clients. It is essential to maintain a robust processing environment with effective controls, empowering the team to offer client solutions within the established policy framework. Compliance with regulatory guidelines, company policies, processes, and facilitating smooth audits at all times is a critical aspect of the role. Monitoring customer satisfaction and service levels closely, driving necessary process improvements, coordinating with stakeholders and clients to address process gaps or issues, keeping process documents updated, and managing queries, issues, escalations, and audits effectively are also part of the responsibilities. The ideal candidate for this position should hold a Post Graduate/MBA degree with 10-12 years of team-leading experience in Account Opening, KYC guidelines, Account Maintenance, and related Wholesale Banking products. Key skills required include leadership skills to inspire and guide team leaders, regulatory knowledge, customer service orientation, effective communication, interpersonal skills, organizational skills, problem-solving skills, analytical skills, training and development abilities, technical proficiency, strategic thinking, conflict resolution skills, time management, adaptability, and performance management expertise. If you are a dynamic and experienced professional with a strong background in team leadership and account servicing within the Wholesale Banking sector, this role offers an exciting opportunity to lead a team, drive performance, ensure compliance, and enhance the efficiency of account servicing processes.,

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