Branch Service Partner
- Employer
- Yes Bank
- Location
- Kaithal, Haryana, India
- Salary
- Competitive Salary
- Closing date
- Dec 1, 2020
View more
- Job Role
- Finance Business Partner
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
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Job Description :
Core Responsibilities
Account Opening & Maintenance:
Transactions:
Service & Quality:
Audit & Compliance:
Others:
Self-Management Responsibilities
Risk and Internal Control Responsibilities
KNOWLEDGE
Minimum Qualifications Bachelor's degree
Professional Certifications AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
Language Skills Written and spoken English is essential
EXPERIENCE
Years of Experience A minimum of 1 year of relevant experience
Nature of
Experience Prior experience in BFSI Sector
Job Description :Core ResponsibilitiesAccount Opening & Maintenance: * Processes account opening, account maintenance & account closure related formalities as per YBL process * Handles customers' enquiries and instructions, whilst ensuring
Experience: 1.00-4.00 Years
Core Responsibilities
Account Opening & Maintenance:
- Processes account opening, account maintenance & account closure related formalities as per YBL process
- Handles customers' enquiries and instructions, whilst ensuring that the Bank's delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.
- Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)
- Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required
- Maintains strict vigilance on the quality of forms and documentation provided
- Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.
Transactions:
- Ensures proper scrutiny of all transactional documents submitted by the customer vis-Ã -vis branch checklist to ensure all that all necessary documents are submitted by the customer.
- Addresses and resolves all transaction related enquiries
- Ensures strong monitoring of all transactions
Service & Quality:
- Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency
- Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.
- Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction.
- Ensuring collection of CSS forms on periodic basis and sent to NOC.
- Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards.
Audit & Compliance:
- follows all process, policies as per guidelines & audit rating of the branch
- Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective
- Attends to any audit findings and resolves them immediately as applicable
Others:
- Maintains highest levels of discipline (punctuality, attendance, grooming standards etc) in the office
- Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL.
- Manages Local Vendors /agency relationships to ensure smooth execution of transaction
- Completes Branch upkeep & maintenance and control over the cost
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 and Internal Control Responsibilities
- 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
Minimum Qualifications Bachelor's degree
Professional Certifications AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
Language Skills Written and spoken English is essential
EXPERIENCE
Years of Experience A minimum of 1 year of relevant experience
Nature of
Experience Prior experience in BFSI Sector
Job Description :Core ResponsibilitiesAccount Opening & Maintenance: * Processes account opening, account maintenance & account closure related formalities as per YBL process * Handles customers' enquiries and instructions, whilst ensuring
Experience: 1.00-4.00 Years
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