career

PURPOSE OF JOB

• Mobilisation of Financial Products
• Effective communication/ follow up with prospective customers
• Marketing activities for assigned Area
• Accountable for meeting business targets month on month

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Acquisitions of new clients and re-activation of existing clients by selling wealth management products like debentures and Non-Convertible Debentures.
• Responsible for fulfilment of business targets.
• Have the direct to customer approach and build relationship with wide spread customers
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Conduct HNI meets, customer interaction programs within the location.
• Responsible for the timely reporting of Business MIS.
• Plan and achieve a minimum target per month.
• Conduct Marketing activities for assigned Area

PURPOSE OF JOB

• Mobilisation of Financial Products
• Effective communication/ follow up with prospective customers
• Marketing activities for assigned Area
• Accountable for performance of the team and meeting business targets month on month

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Acquisitions of new clients and re-activation of existing clients by selling wealth management products like debentures and Non-Convertible Debentures.
• Responsible for fulfilment of business targets of self & team.
• Have the direct to customer approach and build relationship with widespread customers.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Conduct HNI meets, customer interaction programs within the location.
• Responsible for the timely reporting of Business MIS.
• All Associates of the Location will be reporting to the Location Head.
• Plan and achieve a minimum target per month.
• Recruit Freelance Business Associates, who would be working on commission basis according to the business they source.
• Train, Guide and Assist the team and help them in sourcing business.
• Responsible for ensuring the team members comply with the company rules, regulations, and procedures. Ensure discipline by team members·
• Do periodic performance review of subordinates and report to RM

PURPOSE OF JOB

Business Development & Growth, Branch Operations, Customer Service, Process Compliance, Staff Management, Branch Ambience, Branch Profitability

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Target achievement of the branch in various parameters
• Business Growth, Cross selling of all products and increase in walk-in of the branch.
• Handling branch team, guide them, train them for best customer services.
• Maintaining self and team punctuality, discipline, and high level of morality in tune with the ethics & values of the company.
• Ensure quality of business and operational efficiency through proper process adherence.
• Prompt follow-up for interest collection, loan repayment. Follow up on auction process.
• Initiate, organise, coordinate, and participate in marketing and business promotion activities.
• Efficient maintenance of branch books of accounts, documents and statutory records and upkeep of branch premises and physical Assets.
• Liaison and coordination with statutory authorities, Landlord, local external agencies.
• Ensure compliance and adherence to rule of Law.
• Have thorough knowledge and understanding of various products offered by the company, Operations procedures, Circulars, Company software/ system.
• Ensure Compliance with the Rules and regulations of the company, Code of Conduct and terms of appointment by self and branch staff.
• Responsible for discipline of branch staff
• New Customer Acquisition and Retain present customers.
• Ensure branch adhere to all policies and guidelines for lead generation as well as business closures.
• Daily completion and submission of sales reports to the superiors
• Ensure adequate KYC norms, best practices in Gold Appraisal and risk mitigation for all branch customers.
• Ensure proper bank transactions, Cash &Gold handling in branch.
• Build a database of customer leads through references, canvassing and networking.
• Responsible for Branch records such as files and registers proper and updated with real time entries.
• Responsible for proper branch upkeep and hygiene.
• Function as Custodian of the Branch and safeguard the assets, cash, and valuables in the Branch during and after Business hours.
• Responsible for clearing branch audit queries.
• Bank reconciliation statement preparation, Gold Stock Verification report
• Document Pledges, Releases, Repledges, Interest Payment and Special releases like 3rd party, Token Loss, or Death cases.
• Take necessary approvals/ authorization from AM/ RM as and when required.
• Ensure that the Branch keeps adequate stock of stationery and housekeeping materials and purchase, whenever required, with the approval from the authorities concerned.  
• Whistle blow if noticed any act which is harmful to the company.
• Ensure the safe is properly locked and joint operations of safe at any point of time
• Ensure cash/gold counter locked and keys are in safe custody of responsible employees
• At end of business hours, ensure security alarm system armed and working perfectly, do test the same once in every week and ensuring shutter locks are locked properly.
• Any other assignments given by the senior officials and company.

PURPOSE OF JOB

Business Development, Customer Service

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Have thorough knowledge and understanding of various products offered by the company, Operations procedures, Circulars, Company software/ system.
• Open & Close branches on time.
• Comply with the Rules and regulations of the company, Code of Conduct, and terms on appointment.
• Achieving business targets as communicated by superior officers.
• Service to the customers with at most care and respect
• New Customer Acquisition and Retain present customers.
• Adhere to all policies and guidelines for lead generation as well as business closures.
• Execute all activities / campaigns as planned by the respective Branch manager / Area manager/ Senior Officials
• Daily completion and submission of sales reports to the superiors
• Displaying customer centricity by executing all customer interface processes within defined timelines
• Ensure Quality of business sourced as per specified guidelines.
• Follow up of Customers for prompt interest payment and ensure that no accounts are overdue.
• KYC verification and customer appraisal
• Perform the best practices in Gold Appraisal to ensure the quality of the collateral gold and thus nullifying the probable loss to the Company.
• Handling of Cash, Gold counter as per company procedures and norms
• Collecting, updating, and documenting KYC and other customer related details
• Build a database of customer leads through references, canvassing and networking.
• Maintain the Branch records such as files and registers proper and updated with real time entries.
• Maintain proper branch upkeep and hygiene.
• Clean and maintain the Gold Appraisal tools including, Touch stone, Acid and Salt.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

KEY RESPONSIBILITIES AND ACCOUNTABILITIES