Cash Management Implementation & Client Services Manager

CDI
Mumbai
Salaire : Non spécifié
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Crédit Agricole CIB
Crédit Agricole CIB

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JOB SUMMARY:

We are looking for an experienced and client - focused cash management service specialist to join our FCS team. This role is critical in supporting our India clients with their day-to-day cash management and digital banking needs.

KEY RESPONSIBILITIES:

• Serve as the primary point of contact for clients with the clear objective of maintaining and building long-term relationships.

• Analyze customer requests and reminders

• Process and respond to customer requests within the given time frame (pre-defined indicators)

• Communicate to the concerned teams of the follow-up / resolutions of requests processed

• Enter / list customer requests in the customer request tracking tool & ensure that all information necessary for the resolution of the request is recorded in the tool and that the processing of the request follows the validated procedures

• Maintain records/documents to accurately document client requests and past discussions

• Inform customers of incidents that could potentially impact them and inform them of their resolution

• Escalate immediately the necessary teams in the event of atypical requests and recurrent / major complaints

• Co-ordinate with the internal teams for smooth implementation and resolution of client issues

• Ensure compliance with KYC, AML and regulatory requirements during the life cycle of the client journey.

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