Role & responsibilities

- Client Servicing & Experience- Facilitate onboarding of HNI/UHNI clients and transaction processing.

- Coordinate with Branches and Relationship Managers(RMs) for seamless client experience.

- Process Improvement & Stakeholder Collaboration- Assist in organizing training programs conducted by the Retail Banking & Wealth(RBDW) Team.

- Support stakeholder engagement activities.

- Daily Reporting & MIS

- Collect and consolidate daily sales reports from IRM, Branches, field sales teams, zones and regions.

- Ensure timely and accurate reporting.

- Lead Tracker Maintenance- Maintain lead tracker, monitor closure status and share summarized updates with bank officials and IRM.

- Investment Service- Data Entry Operations-

- Process ISA Forms for account opening and modification requests.

- Ensure accurate data entry and adherence to SOP's.

Preferred candidate profile

AMFI Cetification required

📌 Junior Officer (Hyderabad)
🏢 Federal Operations And Services
📍 Hyderabad