Sponsored
Verified Job Accounting - Finance

BranchBranch Relationship Head

Kolkata, West Bengal
Accounting - Finance
#317878
Remote / WFH

Job Description

The candidate will be expected to manage a team of 5-7 RMs and will be responsible to guide and mentor them for better customer engagement. Key roles will include customer portfolio management (ETB and NTB, salaried, savings, NR, etc.), review of overall RM portfolio performance and driving initiatives to improve book growth, increase product cross-sell and enhance customer experience. The candidate will also work closely with different Branch Banking channels and CO to identify opportunities and develop strategies to drive growth across key organizational objectives.

Key Responsibilities:
• To effectively manage a team of 5-7 RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics
• Guide and mentor to the relationship managers to deliver superior customer experience
• Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined
• To carry out regular supervisory review cadence as defined
• Doing joint calls with mapped relationship managers to augment business conversions
• Customer complaints and service issues management to ensure satisfactory closure within the defined TAT
• SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products
• Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book
• Provide clarity of business objectives to the mapped RMs
• Monitoring sales and service processes of the RMs
• Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy
• Manage and control attrition in the NTB and ETB mapped book of the RMs
• Increase the liability book size of NTB and ETB customers mapped to the reporting RMs
• Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process
• To enhance and retain customer profitability by capturing larger share of wallet
• Ensure all customers are accurately profiled
• Ensure right products and investment advisory services are provided to the customers by the mapped RMs
• Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests
• Recruitment and training of the relationship management team
• Ensure timely certifications for all mapped RMs
• Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals
• To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs
• To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts

Qualifications:

Optimal qualification for success on the job is:
• Post-grad required
• 7-+ years+ experience in Banking/ Financial services preferably in branch banking role and who has been in a leadership role of a similar nature

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:
• Knowledge Knowledge of banking sectorBanking products and process knowledgeNRI Product and Regulatory knowledge
• Leadership Ability to manage a team of 5-7 RMs, should be able to collaborate with different branch banking and CO roles
• Skills Sales and Influencing Skills, Planning and Organizing Skills, Good Writing Skills, Comfort with Power Point and Excel, Fluency in English and Good Inter-Personal Skills
• Abilities Should be a self-motivated, capable of collaborating, networking and influencing various stakeholders and departments to get the work done
View more Branchbranch Jobs in Kolkata →
Sponsored

Similar Openings in Accounting - Finance

More jobs you might like

Export Manager kartik Verified
Jaipur, Rajasthan Accounting - Finance 30000.00 ₹

Company Description Saraswati Global Rugs is an Indian rug atelier rooted in generations of weaving expertise and a commitment to material i...

Posted 3m ago View Details
Assistant Accountant kartik Verified
New Delhi, Delhi Accounting - Finance 25000.00 ₹

Company Overview ZO Space transforms commercial workspaces with innovative managed offices and co working solutions. By integrating design a...

Posted 13m ago View Details
ACCOUNTANT kartik Verified
Rāmgarh, Jharkhand Accounting - Finance 30000.00 ₹

Responsibility: Maintaining Day to day books should have excel knowledge internet knowldege MSoffice knowledge Job Types: Full-time, Permane...

Posted 14m ago View Details
Jaipur, Rajasthan Accounting - Finance 25000.00 ₹

We are seeking a highly motivated and experienced Compliance Manager to join our Chartered Accountancy firm. The ideal candidate should poss...

Posted 24m ago View Details
CRO Intern HR Manager Verified
Remote / WFH Accounting - Finance

CRO Intern Job ID: R0363134 Listed: 2026-06-17 Regular/Temporary: Temporary Location: Mumbai Position Overview Evergreen req for CRO Interns...

Posted 38m ago View Details
Home Loan Consultant HR Manager Verified
Remote / WFH Accounting - Finance

Salary Range : Rs. 16000 - Rs. 23000 , based on skills, experience, and interview performance Educational Requirement : Tenth Pass Work Arra...

Posted 38m ago View Details