Service Delivery-visakhapatnam

3 weeks ago


Chittoor, India UMind Consulting Full time

Key Deliverables - Service Delivery Ambassador - Cash 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 a Customer identification through signature verification and recommended ID proofs before executing a customer s transaction b Ensure customer calling through BM BOM for all transactions as per customer calling norms in circulars or operations manual c Report all deviations or suspicious transactions to BM BOM 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 e Send all requests received from customers for processing f Proper filing of all vouchers and other requests to relevant files 2 Sales Business Developments a Achieve Cross sell Targets LI GI Bill Pay Mobile Banking Internet Banking b Achieve FD Value Target c Generate leads for cross sell products like asset products fee products demat etc d Maintain grow the relationship of mapped customers 3 Capability Building a Completion of Training Programme b Certifications as applicable - AMFI IRDA and NCFM certifications c Continuous knowledge up gradation through self-learning and going through circulars relevantfor the desk being handled by Operations 4 Audit Compliance a Adherence to Audit Compliance work area b Availability of all relevant brochures and forms for customers at desk



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