Team Member - Branch Client Relations an...

PeopleStrong; Delhi; On-site; INR 300,000 - 500,000; Full time

Job summary

PeopleStrong is seeking a Team Member for Branch Client Relations in Delhi. The role involves processing transactions, managing KYC applications, and ensuring compliance with regulatory guidelines. Candidates should possess at least 1-4 years of experience in financial services and have strong customer service and stakeholder management skills. The position mandates a graduate degree and offers a dynamic work environment. Apply to join an organization committed to excellent client relations.

Qualifications

• 1 - 4 years of relevant experience in financial services.
• Ability to handle customer interactions effectively.
• Strong analytical and problem-solving skills.

Responsibilities

• Process transactions as per regulatory guidelines.
• Manage KYC applications and documentation.
• Liaise with banks and sales team for transaction activities.
• Handle customer queries and ensure timely resolution.

Skills

Transaction processing

KYC applications

Stakeholder management

Customer service

Education

Graduate

Job description

Team Member - Branch Client Relations

ABG103416 Financial Services, Delhi

Posted On: 22 Apr 2026

End Date: 19 Oct 2026

Required Experience: 1 - 4 years

No. Of Position: 1

Grade: 11

Department: Customer Relation & Ops

Country: India

Function: Services Operations

Job Description

• Processing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
• Processing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
• Data enrichment to facilitate transactional convenience and information dissemination
• Processing KYC applications for customer acquisition
• Scrutinising PMS applications for account opening and subsequent servicing of PMS accounts
• To handle transmission cases promptly and with empathy and due diligence

Regulatory Compliance

• Display of NAV and addendum as per the guidelines
• Managing DTSM as per the guidelines and SOPs
• Ensuring no regulatory deviation in the branch related to transaction processing

Stakeholder Management

• To liaise with Banks, Sales Team and HO from time to time for transaction related activities
• To liaise with Sales / Sales Support to clear any issues related to transaction processing
• To build a strong relationship with service providers/vendors like RTA, bankers, courier, etc. at local level
• Servicing IFAs pertaining to branches and MR locations

Customer Queries & Issues

• To ensure to tag all interactions happened in the branch appropriately w. r. t. queries, requirements and issues as well as processing of transmission claims
• To ensure to maximise queries resolution at the time of raising
• Timely and accurate intimation of TRO’s to customers to ensure win-backs.
• To ensure adherence of TAT in case of requirements and issues
• To elevate at various levels in case of possible TAT burst of issue and requirements tagged

Skills

Graduate