Operations Officer Retail Asset Customer Service

Tata AIA Life Insurance


Regional Manager - Yes Bank Branch Banking
Tata AIA Life Insurance • Noida, Uttar Pradesh • via Expertini India Jobs Expertini
2 days ago
Full–time
No Degree Mentioned
Apply on Expertini India Jobs Expertini
Job description
A PositionOverview

PositionTitle

Regional Manager

Department

YES Bank –BranchBanking

Level/Band

ManagerLevel/401

RoleSummary:

·Tomanagesalesandbusinessobjectiveofthecluster, meetingorexceedingkeytargets

·Toensureachievementofsalestargets withoptimalmarketcoverage

·Toplanresourceallocationandberesponsibleforfinancialviabilityofthecluster

·Toeffectivelyleadandmanagehissalesteambyprovidingthemwithongoingcoaching

·Toensurethatthesalebehavior,salesethicsandsalespracticesofthesalesteamcomplywithcompanystandardsandregulations

·To closely workwith the supervisor to design sales strategies and initiatives that will causeimprovement ofsalesperformance acrossbusiness.

B OrganizationalRelationships

ReportsTo

Zonal Sales Manager

Supervises

KAM/AKAM/RM

C JobDimensions

GeographicAreaCovered

Circle

InternalStakeholders

Training

ProductManagement

Marketing

BranchOperations

DistributionOperations

External

ChannelPartner

D KeyResultAreas

Achieve ANP

targets throughassignedbranches

·Achievepre-setbusinesstargetsonANP,casecount,activebranch,activesalesstaffand variousKPIsforbranchbankingandcardsvertical

·Workcollectivelywiththebranchmanageronthebusinessstrategiesandimplementationplans

·Visitallocatedbranchesregularlytosupervise processandoperations

·InteractregularlywithRelationshipManagers toachieverequiredsalestarget

·TrainingRelationshipManagersinpresentation&sellingskills

·JointSalesCallswithsalesteamoncallsoncalls withhigh-ticketclients

·Developandmaintainstrongrelationshipandrapportwithbankmanagerstoensureachieve businessnos.

Training of thesalesteam

·TraintheRelationshipManagersandbank’sfrontlinestaffontheproducts,salestechnique,prospecting,objectionhandlingand salesoperationandprocessetc

·TotraintheRelationshipManagersonPresentationand SellingSkills

·ConductsessionsonproductpitchingandqueryhandlingforRMs

Monitorsales&providesupport

·AnalyzetheproductivityofRM’stoensuretheyaredeliveringasperexpectations. Suggest the developmental changes and intervene as and whenrequired.

·Ensurethatthehighperformersaresuitablyrewarded&keptmotivated

·MaintainandobserveCompany’sinternalcontrolandstandards

·Actasanescalationpoint forissuespertainingtopolicyissuance
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HDFC Bank


Operations Officer Retail Asset Customer Service Noida
HDFC Bank • Noida, Uttar Pradesh • via MNC Jobs
5 days ago
Full–time
No Degree Mentioned
Apply on MNC Jobs
Job description
Group Company: HDFC Bank Limited

Designation: Operations - Officer - Retail Asset Customer Service (41_827_100203)

Office Location: Noida

Position description:

Operations - Officer - Retail Asset Customer Service

Primary Responsibilities:
• Preparing standard responses
• Preparing Holding responses
• Daily dispatch of Credit responses for retail credit team.
• Filing the letter hard copies.
• Dispatch Daily Letters - Repeat Dispatch Letters along with MIS.
• Dispatching charge posters to all RA Ops branches.
Additional Responsibilities:

Reporting Team
• Reporting Designation:
• Reporting Department:
Educational qualifications preferred
• Category: Bachelor's Degree
• Field specialization:
• Degree:
• Academic score: Pass
• Institution tier: Any
Required Certification/s:

Required Training/s:

Required work experience
• Industry: Banking preferred - but not a constraint
• Role: Operations
• Years of experience: 0 to 2
Key Performance Indicators: Compliance orientation

Required Competencies:

Required Knowledge: Good in excel and MS office

Required Skills:

Required abilities
• Physical:
• Other:
Work Environment Details:

Specific requirements
• Travel: NA
• Vehicle: NA
• Work Permit:
Other details
• Pay Rate:
• Contract Types: Permanent
• Time Constraints:
• Compliance Related:
• Union Affiliation:

HDFC Bank