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 relevant   for 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