Sales Coverage Support Analyst
- Bangalore, Karnataka
- Permanent
- Full-time
- The candidate must be well versed with kyc, banking, trade and lending products. A working knowledge of investment products will be advantageous.
- Good communication is essential (verbal and written)
- Atleast 5 years’ experience in the financial services industry preferably in wealth management or priority/private banking.
- Best in class leave policy.
- Gender neutral parental leaves
- 100% reimbursement under childcare assistance benefit (gender neutral)
- Sponsorship for Industry relevant certifications and education
- Employee Assistance Program for you and your family members
- Comprehensive Hospitalization Insurance for you and your dependents
- Accident and Term life Insurance
- Complementary Health screening for 35 yrs. and above
- Work closely with the Relationship Managers (RM) and Account Managers (AM) to service client relationships.
- Involves supporting the AM/RM in managing the day to day requirements of clients – related to banking transactions (managing NEFT / RTGS) , foreign currency transactions ( managing inward remittances / outward remittances) , trade trxns ( handling export / import transaction processing ) etc.
- Assist in processing banking related client documents - filling the account opening forms and transaction requests.
- Assist in processing KYC reviews for clients – checking KYC documents, maintaining KYC tracker, filling related forms , interacting with the clients in a few cases etc.
- Send the forms for client signatures, scrutinize client signed forms to check they are complete and correctly filled and signed, arrange to submit the forms in time for processing, follow up to check status & resolve any queries raised.
- Handle client queries related to bank balances, transaction processing, sharing statements etc.
- Co ordinate with internal teams across the bank to ensure processing of WM transactions.
- Additionally , if the person has some experience / knowledge in handling investment transactions (in mutual funds, PMS, structures etc.) it would be beneficial.
- At least 5 years experience in the investment/banking industry, preferably in wealth management or priority/ private banking.
- Fluent in written and spoken English
- Basic knowledge of banking
- Basic knowledge of MS word, excel
- Experience in front office/client interaction
- Additional knowledge of various types of mutual fund schemes, cut-off timings etc. would be beneficial.
- Training and development to help you excel in your career.
- Coaching and support from experts in your team.
- A culture of continuous learning to aid progression.
- A range of flexible benefits that you can tailor to suit your needs.