Account Services Unit Senior Executive

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Account Services Unit Senior Executive-18077469

Job Description

  • Position Title: Sr. Executive 
  • Grade/Level: C05
  • Business Group: Operations 
  • Function/Group: Treasury & Trade Solutions (TTS)
  • Department: India Acct Services Ops - TTS Client Ops 
  • Location: Chennai

Role and Responsibilities:


Business/Department Objectives: 

  • Team will be responsible for providing Account Services processing support for Asia Acct Serv Ops involving the processing of Account Services products related to Account Opening / Closure, Maintenance, Document Review with an understanding of underlying Account Services documentation

Core Responsibilities: 

  • Team Member role
  • Risk and Control
  • Support/ participate in new projects/migrations and ensure smooth cut over with minimized risks – internal and external

Day-to-Day Responsibilities: 

  • Processing of day to day transactions as per local operating procedures
  • The candidate will be responsible for handling Account Services and all related correspondents and follow ups
  • Customer interaction, Understand customer requirements, documentation issuance and review and system entries
  • Delivers as per Service Level Agreement at all times. Ensure service quality is maintained
  • Understand customer requirements
  • Meet required productivity metrics set for the team
  • Ensure tracking, accurate and timely resolutions of issues and exception raised
  • Client inquiries are investigated and responded appropriately
  • Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures
  • Perform the dual roles of Maker and Checker independently with great attention to detail
  • Perform control related activities to mitigate risk
  • Quickly adopt and support process changes / automation initiatives driven by LEAN/OCR/RPA to deliver higher productivity, enhanced risk and controls and remarkable client experience

Key Deliverables: 

  • Processing of day to day transactions as per local operating procedures
  • Ensure service quality is maintained
  • Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures
  • Perform control related activities to mitigate risk
  • Meet required productivity metrics set for the team

Percentage of Travel: 

  • No                                 
  • Yes, 10% of the Time      
  • Yes, 25% of the Time 
  • Yes, 50% of the Time 
  • Yes, 75% of the Time      
  • Yes, 100% of the Time


  • 2nd & 4th Saturday Off subject to Workflow. 1st, 3rd and 5th Saturday will be full day working
  • Shift Timing: India/Asia shift on rotation basis






  • Required
    • Bachelor Degree (commerce/science stream preferred), First class or above 


  • Required
    • 2-3 years 
  • Preferred
    • Previous experience in handling India / Asia Account Services documents




  • Core:
    • Ability to execute and exceed both internal and customer expectations in a team-oriented Operations environment
    • Ability to work as a team with offsite partners
    • Excellent communication skills with the ability to articulate well and converse fluently when interacting with clients
    • Confident and able to handle client queries and assigned cases with the aim to continually improve client experience
    • Consistent ability to adapt to process changes quickly and accurately
    • Strong attention to detail is required to ensure the data privacy of our client information


  • Competencies:
    • Very Good knowledge of Banking products specifically Current Account / Savings account Operations
    • Information must be expressed coherently and accurately to key people in a timely manner
    • Confidence, self-motivation and plenty of initiative
    • Strong sense of ownership and accountability for work
    • Ability to build working relationships with stakeholders
    • Good oral and written communication skills
    • Ability to work in team environment
    • Enthusiasm and strong desire to work in operations
    • Well versed with RBI Guidelines


  • Required
    • Clear Oral and Written Communication, Good Knowledge in Excel 



25 December 2018
Location: India Tamil Nadu Chennai
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

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