Investment Banking / Financial services / Mortgage process / Voice
- HSBC
- 1 - 6 years
- Bengaluru
- 1 month ago
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Job Description
Job Title: Banking Process & Client Servicing Executive .
Job Summary
We are seeking a detail-oriented and customer-focused Banking Process & Client Servicing Executive responsible for handling banking operations, supporting clients with financial services, and ensuring smooth transaction processing. The role requires strong communication skills, knowledge of banking procedures, and the ability to resolve client queries efficiently.
Key Responsibilities
- Manage and process banking transactions, account updates, and documentation.
- Provide client servicing support by addressing customer queries related to banking products and services.
- Ensure timely processing of requests such as account opening, KYC updates, fund transfers, and service requests.
- Maintain accurate records of client interactions and transactions.
- Coordinate with internal teams to resolve operational issues and improve service delivery.
- Assist clients with information on banking products, digital banking, loans, deposits, and other services.
- Ensure compliance with banking regulations, Problem solving and internal policies.
- Monitor service quality and maintain high levels of customer satisfaction.
- Prepare reports related to client servicing activities and banking operations.
Required Skills & Competencies
- Strong communication and interpersonal skills
- Knowledge of banking operations and financial products
- Customer service orientation
- Attention to detail and accuracy
- Ability to manage multiple tasks and meet deadlines
- Problem-solving and conflict-resolution skills
- Basic knowledge of MS Office / banking software
Qualification
- Bachelors degree in Commerce, Business Administration, Finance, or related field
- Freshers or candidates with 1 to 8 years of experience in banking operations or client servicing preferred
Preferred Experience
- Experience in banking, financial services, BPO, or client servicing roles
- Familiarity with , account servicing, and banking compliance
Location
- Bangalore
Employment Type
- Full-time
Aditya : 8884777***
Megha : 7996004***
Aushwarya : 9380862***
Prathiksha : 9380891***
Nidhi : 9513900***
Job Classification
Industry: BankingFunctional Area / Department: Customer Success, Service & OperationsRole Category: Service DeliveryRole: Service Delivery AssociateEmployement Type: FreshersContact Details:
Company: HSBCLocation(s): Bengaluru
Keyskills: Service Delivery Management
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