Career Snap Shot of Operations, Client
Servicing, Statutory Compliance, Business Development with
a Bank-Role
Preferref qualification-MBA (Finance & Marketing) and qualitative
experience in Operations, Client Servicing, Statutory Compliance,
Business Development with any reputed Bank . Resourceful in
managing the gamut of tasks of branch banking operations including
opening, maintenance and closure of a/c s, forex transactions,
lockers, demat a/c s ensuring error-free operations with a strict
adherence to the statutory norms laid down by the bank and RBI.
Should possess excellent interpersonal skills that have been
put to good use while interfacing with clients to assess requirement
and deliver appropriate product solutions. Detail oriented and
efficient with a flexible and positive attitude. Effective communicator & team
player with excellent analytical & organisational skills.
Special Focus could be in-Adherence to KYC/AML norms as stipulated
by RBI.
Monitoring and ensuring that the TATs(turn Around Time) are adhered
to as stipulated by the bank.
Timely opening and activation of the accounts through liasing
with the CPU.
To ensure timely processing of instructions given by the clients
towards the operation and maintenance of their accounts.
Responsible for the processing of all the transactions related
to foreign exchange like FCY cheque collection, TTs, and issuance
of FCY DDs and Travellers’ cheques.
Ensuring adequate availability of cash at the branch ATM, balancing
ATM as per customer and ATM GL A/c’s, liasing with Charge
Back team of Visa & MasterCard for debit / credit card related
disputes, handling changes & upgrades.
Coordinating with Service Providers to optimise working of ATMs.
Focussed towards Zero Defect and No Pendency, self mandated norms
with a focus towards Client Relationship Management.
To ensure fast settlement of the death-claims (with and without
nomination)
Responsible for audit compliance of the branch.
Responsible for all the correspondence of the bank with respect
to Govt. Departments and other banks.
Responsible for all the admin related issues of the branch like
housekeeping, maintenance and service of various equipments,
etc.
Interfacing with clients to acquaint them with products like
savings/current accounts, savings bonds, securities as well as
assist in opening/closing of accounts.
Responsible for controlling the account closures.
Client Servicing Responsibilities may include-
Facilitating customer oriented operations & ensuring customer
satisfaction by achieving delivery & service quality norms.
Attending to clients (individuals/corporate clients) concerns & complaints
and undertaking steps for effectively resolving them.
Maintaining excellent relations with clients to generate avenues
for additional business.
Statutory Compliance Taking adequate measures to ensure conformance
to guidelines prescribed by RBI and other regulatory authorities.
Adhering to pre-set processes to ensure smooth flow of day-to-day
operations.
Strict adherence to KYC/AML norms as stipulated by RBI
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