Vacancy description
Axis Bank
India, Delhi
English Speaker - Customer Service Agent in Delhi, India is listed on Jobeax. Browse 30,000+ vacancies available.
WBO:WBC Customer Service Officer Trade & Forex
No. of Vacancies:
Reports to:
Customer Service Manager or Branch Head
Is a Team leader
N
Team Size:
Grade:
Officer/AM/DM/Manager
Business:
Corporate Banking
Department:
Wholesale Banking Products
Sub - Department:
Location:
Across India
About
With branches spread across the country, the branches act as the face of Axis Bank for the corporate customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services
About the Role
As a part of the wholesale banking product team, Trade Customer Service Officers (Trade CSOs) are responsible for providing over-the-counter service to fulfill the needs of existing as well as potential customers. Trade CSOs are required to handle service requests, process transactions efficiently and within the stipulated time.
Key Responsibilities
Process service requests efficiently and accurately while maintaining high service standards
Liaison with relationship managers, product/operations team
Ensuring delight in respect of customer experience with the Bank
Handle all service requests and queries from customers, liaison with RMs, Product/Ops teams and ensure timely delivery of services.
Ensure smooth interaction with customers and quick processing of transactions within SLA.
Ensure compliance to Regulatory Guidelines, Bank's policies in all processes and workflows.
Scrutiny of docs submitted by the client for processing
Obtaining Exchange rate for the transactions from dealing room
Scanning of docs , transmit to TFC/DTFC First Time Right (FTR) documents within stipulated time & monitor the Work ID till the completion
Obtaining approval from competent authority , if required for the completion of the transaction
Co ordinating with the customers, respective coverage RM , general operations division of the Branch , account manager at CBB, TFC/DTFC for execution of the transaction
Safe custody & tally the physical holding of the FCY/TCQs/TCDC with the inventory in the system
Service call to the client for feedback , engaging with the customer for deepening , references etc
Follow up for the clearance of EDPMS & IDPMS entries , Realisation of overdue export and import bills , obtention of FBFP /Bill of Entries for completion of Me chanting Trade transactions, obtain ECB2, Annexure 6, FCGPR, Share Certificates, APRs for Capital Account transactions and Annual Certificate for booking forward contracts and transmit these to TFC
Prompt response to the customer queries & handling of Free Format SWIFT messages received from Foreign Banks ,handle transactions of Vostro Accounts
Attend to Concurrent Audit, Internal Audit, and Structured Visit reports and ensure rectification and submission of compliance within the stipulated time
Record, Send and Retrieve the original documents to / from Record Management Agency
Promoting on boarding of customers & migrate them to Digital platform i.e TF-Connect/Fx-Connect/Paypro/CIB etc.
Qualifications
Optimal qualification for success on the job is:
Graduation/ MBA from a recognized university
1-2 years in the BFSI sector
Role Proficiencies:
A successful candidate should possess the following:
Knowledge of banking regulations and norms
Maintain a high level of knowledge of banking products and services
Good communication (both verbal and written) skill in both English and the local language
Ability to handle pressure and meet deadlines
Relationship building skills
For successful execution of the job
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