Job Detail

Job responsibilities a. Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint managementb. Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfactionc. Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories d. ERV and NTB growth as per targets set for the branche. Achieve overall deposits growthf. Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.)g. Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teamsh. Training : achieve certification on all the products being sold through the branch i. Adherence to policies and guidelines such as KYC & AMLj. Certification on both IRDA and AMFI

 

Job Description -

Responsible for Branch Operations, enhance relationships of existing customers and generation of leads for liabilities, assets & investment products by providing product information also Cross sell Fee Based products to existing Customer and adherence to Audit & Compliance

1. Branch Operations, Compliance & Risk Management:
2. a. Customer identification through signature verification and recommended ID proofs before executing a customer's transaction
3. b. Ensure customer calling through BM / BOM for all transactions as per customer calling norms in circulars or operations manual
4. c. Report all deviations or suspicious transactions to BM / BOM
5. d. Record movement of all inventories & deliverables in relevant registers and signing off closing stock of all inventories & deliverables jointly with BOM in relevant registers
6. e. Send all requests received from customers for processing
7. f. Proper filing of all vouchers and other requests to relevant files
8. Sales & Business Developments
9. a. Achieve Cross sell Targets (LI+GI, Bill Pay, Mobile Banking, Internet Banking)
10. b. Achieve FD Value Target
11. c. Generate leads for cross sell products like asset products, fee products, demat, etc.
12. d. Maintain & grow the relationship of mapped customers
13. Capability Building:
14. a. Completion of Training Programme
15. b. Certifications, as applicable - AMFI, IRDA and NCFM certifications
16. c. Continuous knowledge up gradation through self-learning and going through circulars relevant for the desk being handled by Operations
17. Audit & Compliance:
18. a. Adherence to Audit & Compliance work area
19. b. Availability of all relevant brochures and forms for customers at desk

Interested candidate can share their resume on ashvini.bamgdue@rblbank.com