SDA

Job Description - Service Delivery Ambassador - Cash

Responsible for Branch Operations, enhance relationships of existing customers and generation of leads for liabilities, assets & investment products by providing product information also Cross sell Fee Based products to existing Customer and adherence to Audit & Compliance

1.Branch Operations, Compliance & Risk Management:

a.Customer identification through signature verification and recommended ID proofs before executing a customer's transaction

b.Ensure customer calling through BM / BOM for all transactions as per customer calling norms in circulars or operations manual

c.Report all deviations or suspicious transactions to BM / BOM

d.Record movement of all inventories & deliverables in relevant registers and signing off closing stock of all inventories & deliverables jointly with BOM in relevant registers

e.Send all requests received from customers for processing

f.Proper filing of all vouchers and other requests to relevant files

2.Sales & Business Developments

a.Achieve Cross sell Targets (LI+GI, Bill Pay, Mobile Banking, Internet Banking)

b.Achieve FD Value Target

c.Generate leads for cross sell products like asset products, fee products, demat, etc.

d.Maintain & grow the relationship of mapped customers

3.Capability Building:

a.Completion of Training Programme

b.Certifications, as applicable - AMFI, IRDA and NCFM certifications

c.Continuous knowledge up gradation through self-learning and going through circulars relevantfor the desk being handled by Operations

4.Audit & Compliance:

a.Adherence to Audit & Compliance work area

b.Availability of all relevant brochures and forms for customers at desk