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RBB-PB Authoriser Apply @ HDFC Bank

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 RBB-PB Authoriser Apply

Job Description

of PBs 7
  • Online updation of CRM at every stage of customer contact on the portfolio C
  • Customer Services: 1
  • Lobby Management a
  • Queue handling 2
  • Branch Administration including house keeping, upkeep, etc 3
  • Ensure quality customer service is delivered a
  • Manage irate customers if required or escalated 4
  • Recording complaints as per the specified process 5
  • Resolving all complaints received (self, branch, other units) within the stipulated TATs a
  • Monitor all complaints received and ensure that staff are closing it within the TAT b
  • Improve customer communication on closures c
  • Check with customers if the process of complaint has been managed well 6
  • Preventive complaint management a
  • Asking for feedback from customers, who are not complaining b
  • Discussing with staff the importance of getting feedback from customers on a regular basis 7
  • Promoting all direct banking channels and ensuring that the customer is utilizing the same a
  • Check back on recent customers registered to DBC channel and give any specific help required b
  • Monitor PB, PB-WD are selling aiding customers and are actively selling DBC services 8
  • Responsibility of opening the customer account within the TAT
  • a
  • Ensure that all PBs are dressed as per the dress code & grooming standards
  • D
  • Operations: 1
  • As vault custodian is responsible for all related process checks 2
  • Joint custodian for sys-admin and setup within the branch a
  • Ensure that password sharing does not happen 3
  • Checking of all account opening forms and authorizing the same before it being sent to CPU a
  • Monitor CPU TATs b
  • Ensure certification of documentation required for opening and maintaining customer accounts c
  • Exceptions d
  • Check Dummy a/c monitoring 4
  • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) a
  • Monitor and audit internally if this is being followed by all concerned sales staff 5
  • Maintaining Tatkal kits as per laid down process 6
  • Monitor lockers allocation and all other related operations 7
  • Submission of daily e-schedule indicating the third party sales done 8
  • Updation of LTS for the asset leads generated a
  • Monitor the same for all PBs 9
  • Updation of weed-out database on the portal 10
  • Authorise all PB transactions and ensure that proper process has been followed 11
  • Check all finware reports and action the same (CH 123, CH 167, BA 001, CH 180, ST 044, ST 043, SM 108, etc) 12
  • Monitoring branch stationery (other than security stationery) requirement and ensure that the same has been indented for
  • 13
  • Ensure that Branch batch is closed within 3 hrs of closure of branch limit
  • 14
  • Checking of deliverable tally register 15
  • All death claims to be settled within 15 days of submission of all documents 16
  • Interface Entries: To ensure that all interface entries are authorized within the TAT and no entry is left unauthorized
  • 17
  • Instant Accounts: To ensure that all instant a/cs are activated within 48 hours of dispatch 18
  • Corporate salary A/Cs to be sent to CPU only after thorough scrutiny of documents
  • To ensure that there are no discrepancy in these A/Cs so that there are no delay in activation E
  • Marketing Activities: 1
  • Ensure that the branch have banners, collaterals, pamphlets as per the merchandising manual 2
  • Ensure that 5-S norms are adhered to for all workstation including self F
  • Staff Management: 1
  • Ensure that all staff are adequately trained on the Products of the bank and sales process 2
  • Ensure that all staff are trained on the process to be followed (including amendment with new circulars) 3
  • Monitor Staff productivity and give guidance on improving the same in conjunction with the BM 4
  • Ensure that all PBs are sent for class room training on a regular basis
  • Employement Category:

    Employement Type: Full time
    Industry: Banking / Financial Services
    Role Category: General / Other Software
    Functional Area: Not Applicable
    Role/Responsibilies: RBB-PB Authoriser Apply

    Contact Details:

    Company: HDFC Bank
    Location(s): Other Bihar

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    Keyskills:   fixed income derivatives sales support sales process sales third party products accounts

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    HDFC Bank

    HDFC Bank Limited HDFC Bank Ltd was promoted in the year 1994 by the premier housing finance company of the country, HDFC Ltd. The Bank commenced operations as a Scheduled Commercial Bank in January 1995. Today the Bank has a nationwide network of over 2000 branches and 5624 ATMs spread over 996...