RBB-PERSONAL BANKER
Published date: 2026/11/08
- Location: Rajsamand, Rajasthan, India
. Ensure certification of documentation required for opening and maintaining customer accounts
2. Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
3. Maintaining Tatkal kits as per laid down process
4. As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process
5. Includes managing standing instructions
6. Submission of daily e-schedule indicating the third party sales done
7. Updation of CRM for the asset leads generated
8. Updation of weed-out database on the portal
9. Ensure KYC norms are adhered to at all points of time
10. Ensure that 5-S norms are adhered to for individuals workstation
11. Opening of accounts under smart account mode
2. Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
3. Maintaining Tatkal kits as per laid down process
4. As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process
5. Includes managing standing instructions
6. Submission of daily e-schedule indicating the third party sales done
7. Updation of CRM for the asset leads generated
8. Updation of weed-out database on the portal
9. Ensure KYC norms are adhered to at all points of time
10. Ensure that 5-S norms are adhered to for individuals workstation
11. Opening of accounts under smart account mode
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