{Branch:Customer Service Officer} Meerut, Uttar Pradesh

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  • Sales

    • Conducts outbound marketing calls and scouts for new leads and referrals to generate business
    • Responsible for sales of third-party products (Life Insurance – LI, General Insurance – GI, Mutual Funds – MF, Debit/ Credit Cards, etc. to the existing customer base
    • Responsible for lead generation for Current Account and Savings Account – CASA to new customers and deepening of account balances for existing customers
    • The sales and marketing activities need to be done mainly from the branch itself

    Customer Service & Operations

    • Responsible for timely processing of bank transactions like

    Ø Funds transfer
    Ø Cheques
    Ø Opening of Accounts
    Ø Reconciliation of office accounts
    Ø Ensuring timely resolution of customer queries and improving customer service levels

    Compliance

    • Compliance to the Bank’s rules – internal guidelines, processes and procedures
    • Responsible for improving the Internal Audit Operational Efficiency score of the branch by timely completion of assigned tasks on continuous basis.
    • Protecting the Bank’s property as per safety norms and ensuring ethical conduct in ordinary course of business.

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