• Branch Service Partner Jobs in Gurgaon,India - 25320215

  • Yes Bank Ltd
  • Save Job
  • 1 - 4 Years
  • Posted : above 1 month

Job Description:

Branch Service Partner - ( SER0002PZ )


Core Responsibilities

Account Opening & Maintenance

Processes account opening, account maintenance & account closure related formalities as per YBL process
Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction eg timely checking of account opening documentation, opening of Accounts etc
Ensures adherence to process & documentation standards (eg,forms/checklists, welcome calling, approvals, etc)
Ensures pro-active & sustained liaison with NOC, Product, Sales RM, etc where required
Maintains strict vigilance on the quality of forms and documentation provided
Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals


Ensures proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer
Addresses and resolves all transaction related enquiries
Ensures strong monitoring of all transactions

Service & Quality

Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency
Ensures daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence
Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction
Ensuring collection of CSS forms on periodic basis and sent to NOC
Implementation of 5S, ISO 90012000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards

Audit & Compliance

follows all process, policies as per guidelines & audit rating of the branch
Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective
Attends to any audit findings and resolves them immediately as applicable


Maintains highest levels of discipline (punctuality, attendance, grooming standards etc) in the office
Ensures timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL
Manages Local Vendors /agency relationships to ensure smooth execution of transaction
Completes Branch upkeep & maintenance and control over the cost

Self-Management Responsibilities

Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year
Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training
Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively
Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks

Risk and Internal Control Responsibilities

Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager
Executes the established internal control systems and compiles relevant information for departmental audits, as necessary



Minimum Qualifications

Bachelors degree

Professional Certifications

AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage

Language Skills

Written and spoken English is essential


Years of Experience

A minimum of 1 year of relevant experience

Nature of


Prior experience in BFSI Sector

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 03rd Jun 2020

Key Skills:

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