Verified Job
Accounting - Finance
Branch Manager Leading Bank
Accounting - Finance
#275484
Remote / WFH
Job Description
• Responsible for managing business of the branch and supervise service to all bank customers i.e. RL, Wealth, Credit Card Corporate Banking SME.
• Ownership of P L of the branch along with number targets for the branch.
• Responsible for guiding and mentoring branch staff (sales and service) for enhancing productivity and flawless customer service.
• Daily morning huddle with branch staff with agenda as mentioned below Business of the previous day and key achievements of the previous day.
• Discussion on any new process /Product/Service or changes in process and check awareness level of branch staff for sales and service related process.
• Update on ongoing contest and action plan to improve performance in the contest.
• Appreciate and recognize key achiever of the day and key achievement can be either in sales or service or both.
• Any unusual event at the branch or bank and learning/ precautions at the branch.
• Liaison with various departments like Training, BCU, Clearing, CPC, Compliance, Trade Services and various support functions of the bank for seamless business of the branch.
• Closely track business pipelines of ROs, BRMs and BBRMs across various products and ensure that pipelines are in line with business target of the branch through the KISSS System/SIEBEL CRM.
• Closely track Welcome Call quality and random check of customer profile sheet of newly acquired customers before being processed for account opening.
• Closely track all customer engagement initiative and ensure flawless execution of task assigned to branch team.
• Reviews with sales manager-Quality and quantity of acquisition and ensuring OASIS functions seamlessly at the branch.
• Tracking SOPs/Training of ROs, BRMs, and BBRMs and providing valuable inputs for scoring better SOP scores.
• Fortnightly check of BRM and BBRM file containing customer profile sheet and risk profiler and ensuring that each and every customer mapped to these roles are profiled properly.
• Regular calls ( at least 20 calls per week ) with BRMs , BBRMs ,Sales Team and ROs and meet existing key clients and potential key prospects being followed by BRMs, BBRMs ,Sales Team and ROs .
• Cleanliness and hygiene of the branch premises.
• Surprise verification of deliverables and vault / FRFC as per defined frequency and ensure zero error in deliverable and vault / FRFC maintenance.
• Timely submission of compliance certificate after checking detail of each and every item of the check list.
• Daily checking of EOD reports (generated at BOD at the branch) and signing off the reports. Monitoring the various BCU reports and taking action wherever required.
• Ownership of P L of the branch along with number targets for the branch.
• Responsible for guiding and mentoring branch staff (sales and service) for enhancing productivity and flawless customer service.
• Daily morning huddle with branch staff with agenda as mentioned below Business of the previous day and key achievements of the previous day.
• Discussion on any new process /Product/Service or changes in process and check awareness level of branch staff for sales and service related process.
• Update on ongoing contest and action plan to improve performance in the contest.
• Appreciate and recognize key achiever of the day and key achievement can be either in sales or service or both.
• Any unusual event at the branch or bank and learning/ precautions at the branch.
• Liaison with various departments like Training, BCU, Clearing, CPC, Compliance, Trade Services and various support functions of the bank for seamless business of the branch.
• Closely track business pipelines of ROs, BRMs and BBRMs across various products and ensure that pipelines are in line with business target of the branch through the KISSS System/SIEBEL CRM.
• Closely track Welcome Call quality and random check of customer profile sheet of newly acquired customers before being processed for account opening.
• Closely track all customer engagement initiative and ensure flawless execution of task assigned to branch team.
• Reviews with sales manager-Quality and quantity of acquisition and ensuring OASIS functions seamlessly at the branch.
• Tracking SOPs/Training of ROs, BRMs, and BBRMs and providing valuable inputs for scoring better SOP scores.
• Fortnightly check of BRM and BBRM file containing customer profile sheet and risk profiler and ensuring that each and every customer mapped to these roles are profiled properly.
• Regular calls ( at least 20 calls per week ) with BRMs , BBRMs ,Sales Team and ROs and meet existing key clients and potential key prospects being followed by BRMs, BBRMs ,Sales Team and ROs .
• Cleanliness and hygiene of the branch premises.
• Surprise verification of deliverables and vault / FRFC as per defined frequency and ensure zero error in deliverable and vault / FRFC maintenance.
• Timely submission of compliance certificate after checking detail of each and every item of the check list.
• Daily checking of EOD reports (generated at BOD at the branch) and signing off the reports. Monitoring the various BCU reports and taking action wherever required.
