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:

- Error free processing of all transactions as per guidelines in circulars / operations manual
- Daily reconciliation of deliverables, inventories in custody
- Resolution of all requests received during the day

Major Activities Branch Operations ,Compliance & Risk Management:

- 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
- Refer, 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

Principal Accountabilities – Sales & Business Development:

- 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, etc.
- Maintain & Grow the relationship of Mapped customers

Major Activities – Sales & Business Development:

- Generate leads by sharing information on and pitching CASA, TD, asset and fee products
- Contribute to FD targets by cross selling to customers
- Maintain & Grow the relationship of Mapped customers

Principal Accountabilities – Capability Building:

- Completion of Training Programme
- Certifications, as applicable - AMFI, IRDA and NCFM certifications

Major Activities – Capability Building:

- Continuous knowledge up gradation through self-learning and going through circulars relevant for the desk being handled by Operations

Audit & Compliance:

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

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