Service Relationship Manager- Affluent Banking

Indusind Bank; Jaipur; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

IndusInd Bank in Jaipur seeks a seasoned professional to lead service delivery and client experience initiatives for affluent banking. You will oversee regional private banking sales and services, guiding teams to deliver premium customer experiences.

The role emphasizes CRM and Finacle proficiency, strong analytical and communication skills, and a commitment to service excellence to differentiate the bank. You will drive process improvements, digital enablement, and regulatory compliance.

Qualifications

• Prior experience in managing Service Delivery and client experience agendas at a regional or pan-India level
• Mix of business acumen and service orientation to create service excellence as a culture to enhance business value
• Excellent communication, analytical & reviewing skills
• Inter-personal coordination & team player
• CRM systems and Finacle are critical skills
• Excel and PowerPoint proficiency

Responsibilities

• Support in managing all Private Bank sales and service activities for the assigned region
• Provide complete and comprehensive information to customers on products, services and ensure best services are provided to them
• Analyse clients cash, capital, and investment needs
• Monitor the performance of client accounts and suggest ways to improve returns
• Ensuring appropriate control framework is in place and operations risk are properly managed
• Automating key activities of the business to gain efficiency in delivery
• Streamlining of the digitization activities in the process
• Assure adherence to the guidelines set by the bank
• Ensure bank meets the audit, compliance regulatory requirements
• Gather latest Market intelligence and track benchmark against best practices in competitor banks
• Manage and improve the customer journey and partner experience to differentiate the bank from competition
• Evaluate the feasibility of Digital enablement from offering, channel process point of view and ensure its implementation to improve overall operational efficiency
• Collaborate with other departments and functions to provide best-in-class products and service offerings to the customer

Skills

Service delivery management

Client experience management

Excellent communication

Analytical skills

Inter-personal coordination

Tools

CRM systems

Finacle

Excel

PowerPoint

Job description

Job Summary :

To manage and impact improvement in the Affluent Clients Service parameters and the delivery of client experience so that Affluent Banking becomes a benchmark in customer service for premium banking customers in the industry.

Responsibility Areas :

• Support in managing all Private Bank sales and service activities for the assigned region
• Provide complete and comprehensive information to customers on products, services and ensure best services are provided to them
• Analyse clients cash, capital, and investment needs
• Monitor the performance of client accounts and suggest ways to improve returns
• Ensuring appropriate control framework is in place and operations risk are properly managed
• Automating key activities of the business to gain efficiency in delivery
• Streamlining of the digitization activities in the process
• Assure adherence to the guidelines set by the bank
• Ensure bank meets the audit, compliance regulatory requirements
• Gather latest Market intelligence and track benchmark against best practices in competitor banks
• Manage and improve the customer journey and partner experience to differentiate the bank from competition
• Evaluate the feasibility of Digital enablement from offering, channel process point of view and ensure its implementation to improve overall operational efficiency
• Collaborate with other departments and functions to provide best-in-class products and service offerings to the customer

Preferred Skill Set :

• Prior experience in managing Service Delivery and client experience agendas roles at a level of geographic zone / pan-India central role
• Will bring a mix of business acumen and Service orientation to be able to create service excellence as a culture with a view to enhance business value
• Excellent communication, analytical & reviewing skills
• Inter-personal coordination & Team Player
• Previous exposure to CRM systems and Finacle is a critical skill.
• Excellent ability to use Excel and PowerPoint