Service Delivery Ambassador - Cash
View: 108
Update day: 06-05-2024
Location: Kolkata West Bengal
Category: IT - Hardware / Networking Information Technology
Industry:
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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
- Customer identification through signature verification and recommended ID proofs before executing a customer’s 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
- Achieve Cross sell Targets (LI+GI, Bill Pay, Mobile Banking, Internet Banking)
- Achieve FD Value Target
- Generate leads for cross sell products like asset products, fee products, demat, et
- Maintain & grow the relationship of mapped customers
- Completion of Training Programme
- Certifications, as applicable - AMFI, IRDA and NCFM certifications
- Continuous knowledge up gradation through self-learning and going through circulars relevant for the desk being handled by Operations
- Adherence to Audit & Compliance work area
- Availability of all relevant brochures and forms for customers at desk
Any Graduate with minimum aggregate of 50%
Deadline: 20-06-2024
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