Job Purpose:
Deliver banking services to Wealth Management customers to ensure the highest
level of customer satisfaction.
Principal Accountabilities:
Work Management
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 Wealth
Management 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.
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