Role & responsibilities

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

1. Branch Operations, Compliance & Risk Management:

a. Customer identification through signature verification and recommended ID proofs before executing a customers transaction

b. Ensure customer calling through BM / BOM for all transactions as per customer calling norms in circulars or operations manual

c. Report all deviations or suspicious transactions to BM / BOM

d. Record movement of all inventories & deliverables in relevant registers and signing off closing stock of all inventories & deliverables jointly with BOM in relevant registers

e. Send all requests received from customers for processing

f.



Proper filing of all vouchers and other requests to relevant files

2. Sales & Business Developments

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

b. Achieve FD Value Target

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

d. Maintain & grow the relationship of mapped customers

3. Capability Building:

a. Completion of Training Programme

b. Certifications, as applicable - AMFI, IRDA and NCFM certifications

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

4. Audit & Compliance:

a. Adherence to Audit & Compliance work area

b. Availability of all relevant brochures and forms for customers at desk

📌 Service Delivery Ambassador - Cash (South Goa)
🏢 Mount Talent Consulting
📍 South Goa