Branch Service Partner

url to apply- https://www.monsterindia.com/seeker/job-details?id=2520634&searchId=ecd36690-5de8-47ff-9840-b1d1e36a0ac6

Yes Bank

India

1-4 Years

 Not Specified

Job Description

Job Description :
Account Opening & Maintenance:
 Processes account opening, account maintenance & account closure related formalities as per YBL process
 Handles customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.
 Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)
 Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required
 Maintains strict vigilance on the quality of forms and documentation provided
 Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.
Transactions:
 Ensures proper scrutiny of all transactional documents submitted by the customer vis-à-vis branch checklist to ensure all that all necessary documents are submitted by the customer.
 Addresses and resolves all transaction related enquiries
 Ensures strong monitoring of all transactions
Service & Quality:
 Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency
 Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.
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 Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction.
 Ensuring collection of CSS forms on periodic basis and sent to NOC.
 Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards.
Audit & Compliance:
 follows all process, policies as per guidelines & audit rating of the branch
 Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective
 Attends to any audit findings and resolves them immediately as applicable
Others:
 Maintains highest levels of discipline (punctuality, attendance, grooming standards etc) in the office
 Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL.
 Manages Local Vendors /agency relationships to ensure smooth execution of transaction
 Completes Branch upkeep & maintenance and control over the cost
 Self-Management Responsibilities
 Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
 Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
 Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
 Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities
 Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
 Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. Qualifications :
KNOWLEDGE Minimum Qualifications
 Bachelor’s degree
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Professional Certifications
 AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Language Skills
 Written and spoken English is essential EXPERIENCE Years of Experience
 A minimum of 1 year of relevant experience Nature of Experience
 Prior experience in BFSI Sector