Service Delivery Ambassador_Cash with a Leading Bank-Mumbai

1 - 4 Years
Mumbai

Job Description

Job Description - 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 customers 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 relevant for 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

Any Graduate with minimum aggregate of 50%

Interested candidates can share resume at people5qc@gmail.com or conta ct Jyoti 02240697709

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Operations/Processes/Finance/Legal

Role:Operations Officer

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

Quotient Consultancy

Quotient Consultancy
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Contact Company:Quotient Consultancy