1 - 4 years
2.0 - 4.0 Lacs P.A.
Mumbai Suburban
Posted:1 month ago| Platform:
Work from Office
Full Time
JD : Personal Banker - Operations Business Group: Branch Operations Role & responsibilities 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 customer’s 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 Interested candidate can share resume on - nitin.sing6@rblbank.com or WhatsApp : 8657646484
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