The role holder is responsible for acquiring high-quality current accounts and savings accounts. The incumbent should be able to leverage opportunities for cross-selling insurance and other revenue products. The role holder should ensure compliance with KYC and other banking norms. Key Responsibilities Business Acquisition. 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 Quality Focus . 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 Self-management responsibilities . 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. Knowledge and Experience . 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
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