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Key Deliverables :
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
Operations Compliance & Risk Management:
identification through signature verification and recommended ID proofs before executing a customer’s transaction
customer calling through BM / BOM for all transactions as per customer calling norms in circulars or operations manual
all deviations or suspicious transactions to BM / BOM
movement of all inventories & deliverables in relevant registers and signing off closing stock of all inventories & deliverables jointly with BOM in relevant registers
all requests received from customers for processing
filing of all vouchers and other requests to relevant files
& Business Developments
Cross sell Targets (LIGI Bill Pay Mobile Banking Internet Banking)
FD Value Target
leads for cross sell products like asset products fee products demat etc.
& grow the relationship of mapped customers
Building:
of Training Programme
as applicable - AMFI IRDA and NCFM certifications
knowledge up gradation through self-learning and going through circulars relevantfor the desk being handled by Operations
& Compliance:
to Audit & Compliance work area
of all relevant brochures and forms for customers at desk
Skills
Cio, Clo, Cro, Mba, Risk Management, Compliance, Banking, Business Development
Full Time