
Account Management Specialist
5 days ago
Role and Responsibilities:
- Supervise and monitor Personal Banker desks and contract sales staff.
- Responsible for branch administration, lobby management, and ensuring quality customer service delivery.
- Resolve customer queries and complaints in a timely manner.
- Monitor staff productivity and provide guidance to improve performance.
- Ensure compliance with audit regulations.
Transactional Responsibilities:
- Authorize Personal Banker transactions, corporate salaries processing, and cost management.
- Responsible for cash and customer transactions at the teller counters.
- Supervise all non-cash transactions, including DD/MC, fund transfers, etc.
- Reconcile and maintain suspense accounts register as per required format.
Sales Objectives:
- Generate business, cross-sell, and monitor cross-sales of Personal Bankers.
- Identify leads for third-party products and customers.
- Ensure that all tellers are adequately trained on bank products.
Preferred Candidate Profile:
Educational Qualifications:
- Graduation from a recognized university.
- Post-graduation from a recognized university (optional).
Certifications:
- AMFI Certification.
- IRDA Certification.
- NCFM Certification (optional).
- CAIIB Certification (optional).
- Internal Certification (NR Modules).
Key Skills:
- Strong sales and influencing skills.
- Excellent knowledge of banking products and processes.
- Knowledge of NRI products and regulatory requirements.
- Planning and organizing skills.
- Effective communication skills.
- Knowledge of competition and current trends in the financial industry.
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