Branch Service Partner
- Employer
- Yes Bank
- Location
- Anand, Gujarat, 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 :
1. Account Opening & Maintenance:
2. Transactions Related:
3. Service & Quality:
4. Audit & Compliance:
5. Others:
Age:Minimum 21 to Maximum 28 years
Education:
Past Experience:
Job Description :1. Account Opening & Maintenance: * Run the processes for account opening, account maintenance & account closure related formalities as per YBL process * Handle customers' enquiries and instructions, whilst ensuring that the
Experience: 0.00-50.00 Years
1. Account Opening & Maintenance:
- Run the processes for account opening, account maintenance & account closure related formalities as per YBL process
- Handle 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.
- Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)
- Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required
- Maintain strict vigilance on the quality of forms and documentation provided
- Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.
2. Transactions Related:
- Ensure 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.
- Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations
- Ensure strong monitoring of all transactions
3. Service & Quality:
- Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers.
- Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency
- Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.
- Play a pro-active role in new products, processes or systems roll out impacting the clients
- Coordinate 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.
4. Audit & Compliance:
- Responsible to follow all process, policies as per guidelines & audit rating of the branch
- Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective
- Attend to any audit findings and resolve them immediately as applicable
5. Others:
- Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office
- Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL.
- Manage Local Vendors /agency relationships to ensure smooth execution of transaction
- Responsible for Branch upkeep & maintenance and control over the cost
- Must be thorough with banking processes, regulations & guidelines across
- retail products.
Age:Minimum 21 to Maximum 28 years
Education:
- Graduate, (Post Graduate preferred)
- AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage
Past Experience:
- 1-6 years of work experience in Banking or Financial Services
Job Description :1. Account Opening & Maintenance: * Run the processes for account opening, account maintenance & account closure related formalities as per YBL process * Handle customers' enquiries and instructions, whilst ensuring that the
Experience: 0.00-50.00 Years
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