Personal Banker

6 months ago

New Delhi, India SoftPath Consulting Full time

We are hiring for a Reputed Bank

**Service Delivery Ambassador - Cash**
**(Budget INR 2.50 Lacs - Freshers can be considered)**
Graduate/ MBA- **must be completed**
Job location-**Hauz Khas, New Delhi**

**JD- Personal Banker - Operations**

**Business Group: Branch Operations**

**Job Purpose**:
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**

**Principal Accountabilities - Branch Operations ,Compliance & Risk Management**:
1. Error free processing of all transactions as per guidelines in circulars / operations manual

2. Daily reconciliation of deliverables, inventories in custody

3. Resolution of all requests received during the day

**Major Activities - Branch Operations ,Compliance & Risk Management**:
1. Customer identification through signature verification and recommended ID proofs before executing a customer’s transaction

2. Ensure customer calling through BM / BOM for all transactions as per customer calling norms in circulars or operations manual

3. Refer, all deviations or suspicious transactions to BM / BOM

4. Record movement of all inventories & deliverables in relevant registers and signing off closing stock of all inventories & deliverables jointly with BOM in relevant registers

5. Send all requests received from customers for processing

6. Proper filing of all vouchers and other requests to relevant files

**Principal Accountabilities - Sales & Business Development**:
1. Achieve Cross sell Targets (LI+GI, Bill Pay, Mobile Banking, Internet Banking)

2. Achieve FD Value Target

3. Generate leads for cross sell products like asset products, fee products, demat, etc.

4. Maintain & Grow the relationship of Mapped customers

**Major Activities - Sales & Business Development**:
1. Generate leads by sharing information on and pitching CASA, TD, asset and fee products.

2. Contribute to FD targets by cross selling to customers

3 Maintain & Grow the relationship of Mapped customers

**Job Type**: Regular / Permanent

**Salary**: Up to ₹250,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Morning shift

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- South, Delhi: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- similar profile: 1 year (required)

**Speak with the employer**
+91 8750040317

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