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Teller (Cashier) - Mumbai - (Diversity Hiring)

Teller (Cashier) - Mumbai - (Diversity Hiring)

ConfidentialMumbai City, Navi Mumbai, Mumbai
11 days ago
Job description

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
  • Skills Required

    Customer Service, Compliance, Branch Operations, Cross Selling, Banking Products

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