Position Title : 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 :
1. Error free processing of all transactions as per guidelines in circulars / operations manual
2. Daily reconciliation of deliverables, inventories in custody
3. Resolution of all requests received during the day
Major Activities Branch Operations ,Compliance & Risk Management :
1. Customer identification through signature verification and recommended ID proofs before executing a customers transaction
2. Ensure customer calling through BM / BOM for all transactions as per customer calling norms in circulars or operations manual
3. Refer, all deviations or suspicious transactions to BM / BOM
4. Record movement of all inventories & deliverables in relevant registers and signing off closing stock of all inventories & deliverables jointly with BOM in relevant registers
5. Send all requests received from customers for processing
6. Proper filing of all vouchers and other requests to relevant files
Principal Accountabilities – Sales & Business Development:
1. Achieve Cross sell Targets (LI+GI, Bill Pay, Mobile Banking, Internet Banking)
2. Achieve FD Value Target
3. Generate leads for cross sell products like asset products, fee products, demat, etc.
4. Maintain & Grow the relationship of Mapped customers
Major Activities – Sales & Business Development:
1. Generate leads by sharing information on and pitching CASA, TD, asset and fee products.
2. Contribute to FD targets by cross selling to customers
3 Maintain & Grow the relationship of Mapped customers
Principal Accountabilities – Capability Building:
1. Completion of Training Programme
2. Certifications, as applicable - AMFI, IRDA and NCFM certifications
Major Activities – Capability Building:
1. Continuous knowledge up gradation through self-learning and going through circulars relevant for the desk being handled by Operations
Audit & Compliance:
1. Adherence to Audit & Compliance work area
2. Availability of all relevant brochures and forms for customers at desk
Interested candidate can share resume on - nitin.sing6@rblbank.com (or)
WhatsApp : 8657646484
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