SDA Cash

5 days ago

Surat, Gujarat, India Advance Career Solutions Full time ₹ 5,00,000 - ₹ 8,00,000 per year

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 customers 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

Principal Accountabilities Capability Building:

  1. Completion of Training Programme

  2. Certifications, as applicable - AMFI, IRDA and NCFM certifications

Major Activities Capability Building:

  1. Continuous knowledge up gradation through self-learning and going through circulars relevant for the desk being handled by Operations

Audit & Compliance:

  1. Adherence to Audit & Compliance work area

  2. Availability of all relevant brochures and forms for customers at desk