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Yes NoService Delivery Ambassador – Cash
Key Responsibilities
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 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
Experience : 2 – 5 years
Salary : 3 to 5.25 LPA