Business Planning, and Analysis of clients , and to recommending them solution and implementation.To analyze the MIS for accounts opened, Credit card issued , Demat trading account opened, track periodically , publish MIS and analysis report on the same and advice the solution to activate the unprofitable accounts..Analyze Income product holding, customer to group ratio ,unique groups sold for HNI customers, prepare action plan for the improvements and to act on the same. .Conduct snapshot audits of various Government payment process such as payment of direct and indirect taxes, redemptions of RBI Bonds, Capital gain bonds, visa fee collection etc.Analysis Tax credit statements, tax deduction at source of customers . Risk management, Profile analysis of newly acquired customers and suggest them right products and services accordingly.Manage, monitor and review end-to-end Banking processes.Driving branch level Book Size Build-up, including Portfolio Analysis and Growth.Managing operational activities (complaint management using CRM, inward and outward remittance systems,NEFT, RTGS,bank guarantee, locker handling, , deliverables, remittances, teller transactions, forex transactions,, Fund transfer etc).Knowledge & Responsibilities On banking Operations:-working in Flexcube core banking system.Core Banking- Transaction and Deposit Accounts, Loans, PaymentsRetail Banking- Convenience banking services- Cards, Net banking, Mobile Banking, retail loansForex- SWIFT , Forward Contracts, Cash / DD, Online forex transfersInvestments – Mutual Funds, Direct Equity and InsuranceProducts – Pricing, Promos, Privy League ProgramBanking Regulations, Policies and ProcessesRisk Management Solutions.Statutory Audits

Analysis of the financial need and product suggestion to customers on Life Insurance productsPreparation of contract documentationInitial level underwriting using checklist, analysis if exceptionsResolving and managing post process issues.Share feedback in product compositionConduct training of the branch staff for the enhancement of product knowledge