2.0 - 6.0 years

0 Lacs

sangli, maharashtra

On-site

You will be responsible for undertaking the acquisition of Quality CASA (Current Account & Saving Account) and revenue products such as Life Insurance products, Mutual Funds, Gold, Trade/FX, and Assets products. It is essential to maintain good relationships with customers by conducting regular interactions and addressing any queries promptly. Your focus should be on ensuring quality by complying with KYC and all operational risk parameters, as well as adhering to the bank's policies and processes. Timely escalation of issues impacting the business and providing appropriate solutions is crucial. Additionally, you must prioritize the safety and security of both the Bank and customer's assets. You will be expected to submit MIS reports to relevant stakeholders in a timely manner. Setting performance goals in collaboration with your reporting manager at the beginning of the year and ensuring their monitoring and achievement throughout the year is vital. Take ownership of your learning agenda by identifying development needs with the reporting manager and working towards bridging gaps through various means. Understanding and displaying the competencies relevant to your role, as well as staying updated on professional/industry developments and current issues through continued education and professional networks, is essential. You must also follow risk policies and processes to mitigate operational, regulatory, financial, informational, reputational, and audit risks as per the departmental manager's instructions. Lastly, execute the established internal control systems and compile relevant information for departmental audits when necessary.,

Posted 4 days ago

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