Assistant Manager - CR & Ops - Dhanbad
Aditya Birla Group
Sri Ram Plaza, Dhanbad, Jharkhand, India
5d ago

4) Key Result Areas : Writethe key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated

Key Result Areas ( Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

Transaction processing

  • oProcessing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
  • oProcessing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
  • oData enrichment to facilitate transactional convenience and information dissemination
  • oProcessing KYC applications for customer acquisition
  • oScrutinising PMS applications for account opening and subsequent servicing of PMS accounts
  • oTo handle transmission cases promptly and with empathy and due diligence
  • Regulatory Compliance

  • oDisplay of NAV and addendum as per the guidelines
  • oManaging DTSM as per the guidelines and SOPs
  • oEnsuring no regulatory deviation in the branch related to transaction processing
  • Stakeholder Management

  • oTo liaise with Banks, Sales Team and HO from time to time for transaction related activities
  • oTo liaise with Sales / Sales Support to clear any issues related to transaction processing
  • oTo build a strong relationship with service providers / vendors like RTA, bankers, courier, etc. at local level
  • oServicing IFAs pertaining to branches and MR locations
  • To manage customer queries, requirements and issues

  • oTo ensure to tag all interactions happened in the branch appropriately w. r. t. queries, requirements and issues as well as processing of transmission claims
  • oTo ensure to maximise queries resolution at the time of raising
  • oTimely and accurate intimation of TRO’s to customers to ensure win-backs.
  • oTo ensure adherence of TAT in case of requirements and issues
  • oTo escalate at various levels in case of possible TAT burst of issue and requirements tagged
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