Service Delivery Ambassador

Principal Accountabilities Branch Operations ,Compliance & Risk Management :1. 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 dayMajor Activities Branch Operations ,Compliance & Risk Management :1. Customer identification through signature verification and recommended ID proofs before executing a customers 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 / BOM4. Record movement of all inventories & deliverables in relevant registers and signing off closing stock of all inventories & deliverables jointly with BOM in relevant registers5. Send all requests received from customers for processing6. 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 Development:1. Generate leads by sharing information on and pitching CASA, TD, asset and fee products.2. Contribute to FD targets by cross selling to customers3 Maintain & Grow the relationship of Mapped customersPrincipal Accountabilities Capability Building:1. Completion of Training Programme2. Certifications, as applicable - AMFI, IRDA and NCFM certificationsMajor Activities Capability Building:1. Continuous knowledge up gradation through self-learning and going through circulars relevant for the desk being handled by OperationsAudit & Compliance:1. Adherence to Audit & Compliance work area