Business Unit Retail Liabilities.
The key priorities for the Retail Bank are acquisition of new customers, ensuring we become the Primary Bank by meeting the financial needs of our customers, growing CASA & Retail Deposits and increasing cross-sell of all products offered by the Bank.
Principal Accountabilities of the Role:
1. Achieve Business targets
Liasoning with Sales Desk
2. ProfitabilityEnsuring Zero leakage of income
Cross selling of TPP
Recovery of locker rent as per time lines
3. Audit and compliance
Verification of PALMS
Verification of UTJs of CCA
Acting as Joint custodian
Adhearing to KYC norms
Obtaining of Form 60 (PAN/ Form 60 needed for account opening), Form 15G, 15H etc. and forwarding to COPS
Handling, tallying of security items ( day to day basis)
4. Customer Service.
Verification and accepting of customer requests and processing of the same/forwarded to the respective units
Authorising of override transactions including AAA.
Handling of mails/couriers
Attending all customer queries and resolution of the same
Internal information/ communication with COPS/ other units regarding customer complaints & requests
Maintenance of undelivered items and ensuring the delivery of the same to respective customers
Accepting request for TD issuance, renewal, closure including deposit loans
Handling TD related queries, follow up with customers;
Accepting transfer requests, RTGS, NEFT etc., from customers and ensuring the processing of the same as per time lines
Attending to any other customer queries.
Locker operations and following related process
5. Employee Development
Regular Staff Meets and Sharing / Updating latest Trends / Circulars / Market Knowledge.
Motivating for Higher responsibilities & Customer centric Approach
Salary: Not Disclosed by Recruiter
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services , Banking , Investments , Insurance
Role:CRM/Customer Service Manager
Sales Customer Service TPP Operations Banking Retail Liabilities Cross Selling Customer Care Account Opening Customer Complaints Customer Care Manager
Desired Candidate Profile:
Graduation with banking knowledge preferred.
Preferably 2-3 years in Banking / Financial Service industry..
Personal Characteristic & Behaviors
Good team leader
Able to deliver as per time lines
Good communication skills
UG: Any Graduate – Any Specialization
Doctorate:Doctorate Not Required