Current account & Saving account Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc Deepening of existing Current account & saving account relationships Generation of referrals from internal database Customer acquisition & cross sell to walk in customers Report Generation & filing
Enhancement of Deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of MF and insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch
lakhs & above Vault / Key custodian Job requirements: Customer Orientation Meticulous Understanding of KYC norms Eye for details Ability to manage and motivate front office staff. Thorough overall understanding of banking Team management Front end demat and trade document processing
targets for CASA, Fixed Deposits and loans, and achieve fee in terms of Mutual Funds, Gold etc. Maintain a healthy asset and liability book i.e., Journal Ledger growth Customer Service: a) Manage key branch relationships b) Ensure wait time within permissible limits as per segmental service
Credit and Buyers' Credit Placement of commercial papers Liaisoning with Senior Officials of Banks, Financial Institutions, Finance Companies, Mutual Funds, etc. D. Accounts & Audit Finalization of accounts, divisional & branch accounting Attending statutory auditors, internal auditors Stores/ Materials Qualified CA/ICWA/MBA/MCom with 10 - 12yrs of total work experience in service industry 5 -7 years in the ...
asset and liability book i.e., Journal Ledger growth Customer Service: a) Manage key branch relationships b) Ensure wait time within permissible limits as per segmental service approach c) Achieve customer service index scores target d) Ensuring no escalations at branch and complaint handling
1. Increasing the Liability book and Investment portfolio size through, deepening customer relationships and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade , Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality
machines and the accuracy of issuance of policies from them Responsible for MIS reports for the branch, Responsible for Documents preparation for inter mediatory code. Must be in a position to manage disputes arising during branch walk-ins. Good Knowledge in office applications such as Excel, Word
models - Manage interaction and communication with both internal and external regulators (i.e. FED, OCC, PWC, Internal Audit) on all aspects of the loss forecast and LLR - Development of best in class documentation and operational risk and audit controls surrounding the loss forecasting and LLR
The IL Credit Officer is responsible to ensure good portfolio quality of the IL portfolio by identifying potential credit and operating risks. related with the approval of an individual loan analyzing the financial and credit risk situation of the client as part of the Sanctioning Committee. Educational Qualifications and Skills: Technical Skills Basic knowledge of accounting and finance ...
and reconciliation functions Participate in the payroll process with external stakeholders such as the bank and CA Take part in coordinating with external accountants and auditors on the preparations of monthly and annual reports Provide financial data on a monthly basis to the CFO and executive team PROFILE PRIMARY SKILLS Finance or Accounting Degree 2-3 years working experience in financial ...