Client Services Advisor

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Skills you'll use

What you'll do

• Maintain and exercise control over a portfolio of clients covering CMS Platinum & Non-Platinum segments and General Banking Services, with sound knowledge and servicing experience across API Banking, Host-to-Host (H2H) integrations, UPI, Cash & Cheque Collections, Bulk Payments, NACH/e-NACH, BBPS, Dividend Payouts, Virtual Accounts, and other Cash Management solutions, as applicable.
• Ensure that services to WB clients are of the highest standard with sharper SLAs for Platinum CMS clients & Top Tier marquee names, while constantly monitoring customer quality in order to minimize the risk of loss to the bank.
• Conduct regular service review meetings with decision makers and operational contacts, prepare minutes and follow through all the issues raised by client and ensure timely resolution.
• Liaise with Implementation, Sales, Operations, Product Management, Channel Management, Relationship Manager and Technology teams to ensure high quality of service delivery across Cash Management products.
• Proactively ideate and provide inputs and initiate projects leading to operational efficiency and ease of business.
• Continue to improve the client related processes, post implementation period.
• Act as the primary owner/single point of contact for clients in the portfolio
• Establish and maintain relationship and provide added service to selected clients in supporting the business relationship.
• Advisors will be responsible for managing their respective portfolios in CMS / Digital Banking &
• Collections/Payments solutions.

Who can apply

• Role/ Job Title: Client Services Advisor
• Function/ Department: Wholesale Banking Operations

About IDFC First Bank

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