レベル: Customer Service Manager

ジョブタイプ: Full Time, Permanent

経験: 3 - 8 years

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仕事内容

Company name:-Banking Industry

Designation:- Service Delivery Officer

Education: All Graduates or MBA/PGDM
Job Location:- Udaipur

CTC - Hike on your current Salary as per Industry’s Norms
Experience: 3-8 year

Responsibilities

•Key Responsibilities:

Branch Operations, Compliance & Risk Management :

  • Customer identification through signature verification and recommended ID proofs before executing a customers transaction
  • Ensure customer calling through BM / BOM for all transactions as per customer calling norms in circulars or operations manual
  • Report all deviations or suspicious transactions to BM / BOM
  • Record movement of all inventories & deliverables in relevant registers and signing off closing stock of all inventories & deliverables jointly with BOM in relevant registers
  • Send all requests received from customers for processing
  • Proper filing of all vouchers and other requests to relevant files

Sales & Business Development:

a. Principal Accountabilities

i. Achieve Cross sell Targets (LI+GI, Bill Pay, Mobile Banking, Internet Banking)

ii. Achieve FD Value Target

iii. Generate leads for cross sell products like asset products, fee products, demat, etc.

iv. Maintain & grow the relationship of mapped customers.

b. Major Activities

i. Generate leads by sharing information on and pitching CASA, TD, asset and feed products.

ii. Contribute to FD targets by cross selling to customers

iii. Maintain & Grow the relationship of Mapped customers

Audit & Compliance:

Adherence to Audit & Compliance work area. Availability of all relevant brochures and forms for customers at desk



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締切: 20-06-2024

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