Key Objectives Check accuracy of limit input in the system in line with executed facility documents. Check & authorize limits input in system. Monitoring of exception tracker Swift handling of any limit violations on a real time basis. Prompt follow up on any pending limit violation approvals. To ensure that there is no repeat audit comment and assist the Manager Risk Control / Head of RCU in ensuring that at least a satisfactory audit rating is maintained.
Principal Responsibilities Ensure that limits are input in system only after properly executed documentation and security are in place, and within a reasonable time frame (should be within a maximum of one day after all required conditions are fulfilled). Monitoring of exception trackers Authorize limits input in system. Follow up with Relationship Managers and Team Leaders on limit violations. Assist Head of RCU in any special projects that he may be involved in like enhancement of control mechanisms and follow up on exceptions. Train & guide subordinates in carrying out their allotted responsibilities. Be responsible for any other tasks assigned by the line manager/s or Management. Person Specifications 1. Minimum education level / discipline: General Diploma / Banking Diploma / BA 2. Mandatory professional qualifications / licenses: 3. Required experience in terms of region/industry/business/function/role: 5 years Banking Experience
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases