Analyst, Client Service Manager, Corporate Clients

Role Overview

The Analyst, Client Service is responsible for providing seamless operational and administrative support within the client service team. The role focuses on delivering high-quality service, ensuring efficient processing of client requests, and supporting internal stakeholders to maintain high levels of client satisfaction. The candidate will work closely with relationship managers, operations teams, and product specialists to ensure end-to-end service delivery.

Key Responsibilities

• MIS & Reporting Support: Manage MIS for Cheque, NACH, and Cash Pick-up activities, ensuring seamless coordination between back-office teams and clients.
• Query Resolution: Investigate and resolve discrepancies in MIS reports by closely collaborating with the CMS team to verify data accuracy and ensure timely client communication.
• Account & Billing Management: Coordinate CMS charges, manage issues related to insufficient funds, handle late returns, and secure necessary approvals for account debits.
• Operational Monitoring & Troubleshooting: Monitor NACH transactions, proactively identify stuck transactions due to system constraints, and coordinate with relevant teams to ensure seamless end-to-end processing.
• Transaction Facilitation: Manage freeze removals and handle transactional discrepancies to ensure smooth, uninterrupted processing of client instructions.
• Clearing & RFI Management: Manage INR Clearing Requests for Information (RFI), providing initial coordination between the Group and clients to ensure timely responses.
• Payment Investigation: Actively resolve paying bank queries, including verification of beneficiary account status to confirm successful credit.
• Swift & Discrepancy Handling: Collaborate with Operations to resolve discrepancies on SWIFT messages, ensuring faster closure of queries.
• Compliance & FCSS Support: Conduct post-transactional checks and facilitate the provision of required details to the FCSS team to ensure regulatory and internal compliance.
• Future Readiness: Support the transition and implementation of the C2C model, preparing for increased query volume and evolving service requirements.
• Requirements
• Relvant experience in client service, operations, or a related field within the banking and financial services industry.
• Strong communication and interpersonal skills, with a focus on client-centricity and service excellence.
• Detail-oriented with the ability to manage multiple tasks and competing priorities in a fast-paced environment.
• Proficiency in banking systems and digital platforms is preferred.
• Proactive team player with a strong sense of responsibility and integrity.