The role holder is responsible for acquiring high quality current accounts and savings accounts. The incumbent should be able to leverage opportunities for cross sell of insurance and other revenue products. The role holder should ensure compliance to KYC and other banking norms.
Undertakes acquisition of Quality CASA (Current Account & Saving Account)
Undertakes acquisition of revenue products – Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products
Maintaining good relationship with the customers through regular connects and prompt redressal of any queries
Compliant towards KYC and all operational risk parameters
Complies with Bank’s policies and processes
Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns
Ensures safety and security of Bank and customer’s assets
Ensures timely submission of MIS reports to relevant stakeholders
Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.
Risk control compliance
Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Bachelor’s degree in any discipline
AMFI/NCFM/IRDA certifications will be an added advantage
Minimum of 2-4 years of relevant experience with at least 1-2 years in a similar role
FutureProof Your Career – Come Join SE2 as Product Management Analyst! General Accountabilities: The Product Management Analyst contributes into and...Apply For This Job
Responsibility for the day to day processing of Bureau cash allocation in line with service levels. Overseas offices cash allocation....Apply For This Job
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support,...Apply For This Job
Advance excel is a must. ( vlookup, pivot table, index, micros etc)Tally working experience.Taxation working knowledge. Female Candidate only can...Apply For This Job
Job Title/Designation: Assistant Sales Manager – Health Insurance – Agency – Visakhapatnam Employment Type:Full Time, Permanent Job Description:1. Managing the...Apply For This Job
Job Description Skill required: Insurance – Property & Casualty Claims Designation: Management Level – Analyst Job Location: Bengaluru Qualifications: Any...Apply For This Job