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Service Delivery Ambassador

Secunderabad, Telangana
Job Code:
  • Banking & Finance
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Job Details

Error free processing of all transactions as per guidelines in circulars / operations manual2. Daily reconciliation of deliverables, inventories in custody3. 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 customer s transaction2. Ensure customer calling through BM / BOM for all transactions as per customer calling norms in circulars or operations manual3. 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 filesPrincipal Accountabilities Sales & Business Development 1. Achieve Cross sell Targets (LI+GI, Bill Pay, Mobile Banking, Internet Banking) 2. Achieve FD Value Target3. Generate leads for cross sell products like asset products, fee products, demat, etc. 4. Maintain & Grow the relationship of Mapped customersMajor Activities Sales & Business Development1. 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 customersPrincipal Accountabilities Capability Building1. Completion of Training Programme 2. Certifications, as applicable - AMFI, IRDA and NCFM certifications Major Activities Capability Building1. Continuous knowledge up gradation through self-learning and going through circulars relevant for the desk being handled by Operations
Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 2-3


Channel Sales | Client Servicing | Corporate Sales
Applying for this job will take you to an external site


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