Responsibilities:
- Achieve assign deposit targets, net if attrition, on monthly basis (Compulsory)
- Open atleast 20 New No. of A/c's on monthly basis (Compulsory)
- Maintain/Submit Customer Rpoert File on (daily/weekly/monthly) basis as instructed (CRF)
- Maintain Sales Call Management List on daily Basis (CML)
- Process complete Account Opening Closing formalities in strict adherance to BAHL Standards
- Timely submission of AOF to CPU without any discrpancy ensuring that KYC regime is in compliance with best practices.
- Process all Customer Stop/Release Payments
- Process customer request of ATM, Visa Debit CArd, Internet Banking, E-statements and SMS Alert
- Issuance of Cheque Books, initiate and activation of cheque books.
- Initiate Account Maintenance and withholding Tax Certificate to contrilling branch
- Maintain Internet Banking Register.
Conduct Attribute:
- Ensure proper attrition management process for sales deposits, the incumbent should know the cause and remedial measure of deposit withdrawl in his portfolio
- Ensure compliance with the relevent shariah parameters, statutory requirements, laws, values, code of conduct and policies.
- The incumbent will ensure to get sufficient level of product knowledge/information in accordance to shariah principles, for statisfaction of customers.
- Refer leads to concern department of consumer products and enhance cross selling incase of any enquiry from customer.
the BM.- Ensure disicpline and visible co-ordination with fellow colleagues and supervisior
- Ensure that no services/sales related (Mis-sell) complaints are received from customers.
- Represent the bank in the market plance in a proffessional manner
- RM is an integral part of the Branch Team, and his day to day supervision and direction will be conducted by the BM. However, it is pre-requisite for incumbent to strictly follow the code of conduct of BAHL in respect of attendance, discipline and dress code.
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