Handle general administrative tasks such as answering phone calls, responding to emails, and managing correspondence.
Coordinate and schedule meetings, appointments, and travel arrangements for senior executives and staff members.
Prepare reports, presentations, and other documentation for meetings and presentations.
Organize and maintain physical and electronic files, records, and databases, ensuring accuracy and confidentiality.
Oversee office supplies inventory and place orders when necessary.
Serve as the point person for maintenance, mailing, shipping, and purchasing requests.
Assist in budget preparation and expense monitoring, ensuring adherence to company policies.
Collaborate with HR to manage employee records, attendance, and vacation schedules.
Liaise with external vendors, suppliers, and clients to ensure smooth business operations.
Conduct research and provide administrative support to various projects, as assigned.
Provide support and assistance to other team members as needed.


 

Execute loan origination process including ordering credit reports and preliminary title reports.
Update secure banking systems and maintain confidentiality of data.
Prepare financial reports for management and customers.
Mentor junior bank employees on sales and customer service techniques.
Maintain current knowledge about latest banking products and services.
Networking with existing and prospective clients for business generation & relationship building.
Achievement of Consumer Secured/Unsecured Targets.
Achieve financial targets with a primary focus on Current Accounts (CA) and New to Bank (NTB) customers.
Develop strategic plans for department growth and execute initiatives for secured and unsecured products.
Maintaining a presence in the catchment area through regular market visits to existing and prospective customers, thereby enhancing the market reputation of the department and the Bank.
To ensure portfolio and business growth without compromising on Service Quality levels.
Act as a consultant, understanding the financial needs of the clients.
Collaborate with internal teams to ensure seamless to ensure seamless delivery of Employee banking services and build best customer experience.
Support Regional Unit Head / T.L & work closely with all stake holders to achieve respective regions revenue, volumes & other assigned targets / projections.

Processing of Green cab scheme.
Achieved assigned Deposit targets on monthly basis through New to bank customers to manage & grow deposit portfolio assigned by the branch management.
 Achieved assigned Cross-sales target of all consumer banking products ( Auto Loans, Bancassurance, House Loa ,Personal Loan etc.)