Service Relationship Manager - Bank

ConfidentialPune

30+ days ago

Job description

Job Summary :

The Service Relationship Manager (SRM) is responsible for ensuring superior end-to-end service delivery to wealth clients. Acting as a key support to the Relationship Manager (RM), the SRM plays a critical role in managing client engagement, fulfilling transactional and service-related requirements, and maintaining continuity during RM absence or transition periods.

Key Responsibilities :

Superior Service Delivery :

Act as the primary service contact for all banking and investment-related requirements of mapped clients.
Ensure First Time Right execution of all internal and external processes for seamless service delivery.
Take complete ownership of coordinating and closing service and transactional requests.
Provide clients with product and process-level expertise to ensure service standards are consistently met.

RM Service Support :

Act as the key service anchor to support RM functions when they are out for sales activities or unavailable.

Maintain continuity of client service engagement during RM's leave, resignation, or attrition gap period.

Ensure uninterrupted client experience and engagement, especially in high-risk scenarios where RMs transition to competitor institutions.

Safeguard client relationships by proactively managing service expectations and resolving issues swiftly.

Skills Required

Client Servicing, Banking Operations, service continuity

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Relationship Manager • Pune