Assistant Relationship Manager, Private Banking

Job Purpose:

Deliver banking services to Wealth Management / Private Banking customers to ensure the highest level of customer satisfaction.

Principal Accountabilities:

ARM s would primarily be responsible to support the RMs in managing their portfolio s effectively, and act as a support function & backup for these RMs on their day to day operational / service requirements.

Open new account adhering to the Bank s requirements; maintain customer files, issue drafts and routine payments in order to serve the needs of Private Banking customers effectively.

Review customer applications (A/c opening, loans, credit cards, etc) to confirm their completeness and initiate processing, by deciding those cases within delegated level of authority and escalating the remaining to the appropriate authorities.

Maintain custody of all Debit & Credit cards, ensuring adherence to respective SOP

Strict adherence to Compliance / AML guidelines, as well as with internal Business Risk / audit requirements in line with the Banks s policy, to ensure high standards of uniformity and consistency across the Bank.

Compliance related queries, AML alerts / RFI s will be closed by ARMs in consultation with RMs and whenever a visit is required to be done, assistance of RM will be taken and will act a support function for them (when required) .

Service & Quality

Establish effective & professional communication (both internal and external) to ensure turnaround time within designated parameters and higher client satisfaction levels.

Establish good liaison with customers for their day to day banking requirements and professionally manage customer queries to enhance customer satisfaction.

People

Identify the area of self-development & competencies to hold higher responsibilities.

All e-learning/training initiatives to be completed as required within timeline.

Others

Develop competitor awareness to assess the extent to which the Bank s products and services are competitive and to provide suitable feedback to Line Manager.