Analyst, Client Services, Small Medium Enterprises
Core
Manage customer service for Small and Medium Enterprise (SME) clients, ensuring timely transaction processing and high satisfaction.
Role type
Client Services Analyst (Banking)
Builds
Cash management and trade products for SME clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, Banking operations knowledge, Trade products knowledge, Cash management products knowledge, Regulatory compliance (FEMA, RBI, KYC, AML), Problem solving
Preferred skills
Sales process understanding, Financial markets knowledge
Technologies
Banking operating modules, Technology platforms for cash and trade products
Responsibilities
Manage face-to-face and telephonic interactions with SME clients, Coordinate with Trade Operations for L/Cs and Guarantees, Report suspicious transactions, Resolve customer complaints within timelines, Ensure adherence to operating procedures and TATs
Seniority
Mid-level, hands-on IC