Personal Banker - New Delhi, India - SoftPath Consulting

SoftPath Consulting
SoftPath Consulting
Verified Company
New Delhi, India

3 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
We are hiring for a Reputed Bank


Service Delivery Ambassador - Cash

(Budget INR 2.50 Lacs - Freshers can be considered)
Graduate/ MBA-
must be completed
Job location-
Hauz Khas, New Delhi

JD- Personal Banker - Operations

Business Group:
Branch Operations

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
3 Maintain & Grow the relationship of Mapped customers


Job Type:
Regular / Permanent


Salary:
Up to ₹250,000.00 per year


Benefits:


  • Health insurance
  • Provident Fund

Schedule:

  • Morning shift

Supplemental pay types:

  • Yearly bonus

Ability to commute/relocate:

  • South, Delhi: Reliably commute or planning to relocate before starting work (required)

Experience:

- similar profile: 1 year (required)


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