About the role

Service Delivery Ambassador

Job Summary:

The Personal Banker - Operations plays a vital role in ensuring seamless branch operations while enhancing customer relationships and driving the generation of leads for liabilities, assets, and investment products. This position is instrumental in cross-selling fee-based products and maintaining compliance with audit and operational guidelines.

Key Responsibilities:

Process all transactions accurately and in accordance with operational guidelines and circulars.
Conduct daily reconciliations of deliverables and inventories maintained in custody.
Resolve customer requests received during operational hours efficiently and effectively.
Verify customer identity through signature and recommended ID proofs prior to transaction execution.
Ensure all customer transactions are processed with due diligence and in compliance with calling norms.
Immediately escalate any deviations or suspicious transactions to the Branch Manager (BM) or Branch Operations Manager (BOM).
Maintain comprehensive records of all inventories and deliverables, and sign off on closing stock with the BOM.

Requirements:

Proven experience in banking operations or a similar role within the financial services industry.
Strong understanding of compliance, risk management, and audit processes.
Exceptional communication and interpersonal skills, with a focus on customer service.
Ability to achieve sales targets and generate leads effectively.
Familiarity with relevant financial products including liabilities, assets, and fee-based offerings.
Completion of required training modules and certifications such as AMFI, IRDA, and NCFM.
Detail-oriented with excellent organizational skills for managing documentation and record-keeping.

Preferred Qualifications:

Experience in cross-selling financial products and achieving sales goals in a banking environment.
Knowledge of digital banking platforms and services like mobile and internet banking.
Demonstrated ability to foster and maintain long-term customer relationships.
Strong analytical skills to assess customer needs and recommend appropriate solutions.

Benefits:

Competitive salary with performance-based bonuses.
Comprehensive health and wellness benefits for employees and their families.
Retirement savings plan with company matching contributions.
Opportunities for professional development and ongoing training programs.
Employee discounts on banking products and services.
Supportive work environment promoting work-life balance.
Access to various employee assistance programs and wellness initiatives.

SDA (Teller)