1157 Branch Operations Jobs - Page 15

Department - Agri Business Group (Agri SME Working Capital Loans) Job Title - Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management - Marketing Branches Operations Reporting to - Area Sales Manager (ASM) Job Profile Job Role Candidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Continuous monitoring of the accounts to ensure business is a per budgets Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements. CA / Graduate / Post Graduate Diploma / Post Graduate in Banking and Finance / Fresher CAs and MBAs can also apply People from different industries, such as from Agri Input Industries / Accounting firms / insurance companies / rating agencies / NBFCs / MFI Industries / Branch banking background can also apply. Strong oral and written Communication Relationship Management Skill.

Position - Relationship Manager - Commercial Vehicles-SARAL Loans-Marketing Branches Operations Department - Commercial Bank- Commercial Vehicles Sales Job Role Responsible for sourcing and identifying new business of Commercial Vehicles Loans /Term loans for the bank through focused CBRL Regular / Unbank locations across designated branch areas. Meeting individual customers to pitch in the product, conducting field visits. Prepare & collect loan documentations from customers, issuing authorities. Log in complete files with credit & resolve queries thereon for approvals. Assist customers/borrowers for documentation, servicing interests and repayment of dues. Assist customers for mortgage of collateral securities (land) in favor of bank. Collect PDD documents & update in bank system. Achieve the monthly volume and disbursement targets assigned. Manage existing dealer relationships & identify new channels for building business Supervise, motivate and guide sales team assigned and track their productivity & performance. Train & test sales team regularly on product knowledge and schemes. Share market feedback on product & schemes with Product Team in Head Office to develop customer specific product offerings. Help sales teams understand incentive schemes and dealer payout process. Publish daily performance reports & business dashboard to supervisors. Monitor approvals and disbursement TAT to remain competitive without compromising on companys norms & policies. Coordinate with operations, credit etc for necessary support & ensure loan disbursement within TAT. Identify bottlenecks / areas of development in the entire customer life cycle process and share insights with product desk. Look at efficacy of the products being deployed and work on improving the value proposition to the customers being targeted. Role will require travel to understand the insights of the regional process & structure. Post Graduate Diploma in Management. Excellent Interpersonal and People Management Skills. Strong Financial acumen. Stakeholder management & team handling skills. Innovative & Zeal to work on challenging assignments.

Function- Construction Equipment (CE)-Marketing Branches Operations Role- Relationship Manager-HYP-High Yield Products(Refinances)-Individual Role JD: Sourcing new to bank (NTB) clients & servicing existing Clients Relationship management for Retail, SME Construction Equipment Clients Candidate should have dealt with Refinance Term Loan Sourcing- DSA/DST/ Direct & Through branch banking channels Target companies- HDFC, Axis, Induslnd Bank/ICICI Bank/NBFC like HDB, Cholamandalam, Sundaram Finance, Hinduja Leyland finance, Mahindra Finance/L & T/ TATA /IKF Finance, Manapurram finance, Kogta, SK Finance etc Local candidate preferred Graduate or Post Graduate Experience in service existing clients & acquiring new to bank Clients Experience of handling Retails & SME Clients Knowledge of various CE assets, local market, Construction Equipment segment, CE clients profile Knowledge of Commercial assets Lending business / Construction equipment, Commercial vehicles, Used CV/CE, Used Car, LCV etc-you can look young dynamic candidate with exp in small size commercial LAP/ Mortgage business Knowledge of Various CE assets, Good negotiation skills & communication skills .

About The Role JOB ROLE "¢ Participate in the Lobby Experience Model, serving as assigned person to welcome the customer, direct them as appropriate based on their identified needs and encourage utilization of self-service channels, carries a tab to help the customer navigate MB and NB as customer is waiting. "¢ Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying "Thank you for banking with Kotak, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust. "¢ Take ownership of error resolution including resolving situations escalated by br. staff, as well as routine customer problems and referring more complex issues to supervisor or platform. Follow-up with issues as required to ensure timely and accurate resolution. "¢ Possess and maintain thorough knowledge of procedures; build and maintain productive partnership with Regional Operations to ensure branch achievement of pertinent SQ goals. "¢ Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings and leading portions as necessary. "¢ Lobby manager to be equipped with a TAB to give Digital Demo to the customer. "¢ Designated retention specialist JOB REQUIREMENT: "¢ Should have atleast 4-6 yrs of branch banking experience "¢ Strong verbal communication and interpersonal skills. "¢ Ability to interact with all levels of management. "¢ Proven work leadership and coaching skills. "¢ Proven ability to effectively handle difficult customer conversations. "¢ Well-organized individual with time management and prioritization skills, with ability to work under critical time constraints. "¢ Proficiency with Digi & tab as well as e-mail. "¢ Ability to stand for long periods of time. "¢ Ability to interact with customers in an open face-to-face work environment.

About The Role JOB ROLE "¢ Participate in the Lobby Experience Model, serving as assigned person to welcome the customer, direct them as appropriate based on their identified needs and encourage utilization of self-service channels, carries a tab to help the customer navigate MB and NB as customer is waiting. "¢ Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying "Thank you for banking with Kotak, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust. "¢ Take ownership of error resolution including resolving situations escalated by br. staff, as well as routine customer problems and referring more complex issues to supervisor or platform. Follow-up with issues as required to ensure timely and accurate resolution. "¢ Possess and maintain thorough knowledge of procedures; build and maintain productive partnership with Regional Operations to ensure branch achievement of pertinent SQ goals. "¢ Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings and leading portions as necessary. "¢ Lobby manager to be equipped with a TAB to give Digital Demo to the customer. "¢ Designated retention specialist JOB REQUIREMENT: "¢ Should have atleast 4-6 yrs of branch banking experience "¢ Strong verbal communication and interpersonal skills. "¢ Ability to interact with all levels of management. "¢ Proven work leadership and coaching skills. "¢ Proven ability to effectively handle difficult customer conversations. "¢ Well-organized individual with time management and prioritization skills, with ability to work under critical time constraints. "¢ Proficiency with Digi & tab as well as e-mail. "¢ Ability to stand for long periods of time. "¢ Ability to interact with customers in an open face-to-face work environment.

About The Role JOB ROLE "¢ Participate in the Lobby Experience Model, serving as assigned person to welcome the customer, direct them as appropriate based on their identified needs and encourage utilization of self-service channels, carries a tab to help the customer navigate MB and NB as customer is waiting. "¢ Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying "Thank you for banking with Kotak, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust. "¢ Take ownership of error resolution including resolving situations escalated by br. staff, as well as routine customer problems and referring more complex issues to supervisor or platform. Follow-up with issues as required to ensure timely and accurate resolution. "¢ Possess and maintain thorough knowledge of procedures; build and maintain productive partnership with Regional Operations to ensure branch achievement of pertinent SQ goals. "¢ Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings and leading portions as necessary. "¢ Lobby manager to be equipped with a TAB to give Digital Demo to the customer. "¢ Designated retention specialist JOB REQUIREMENT: "¢ Should have atleast 4-6 yrs of branch banking experience "¢ Strong verbal communication and interpersonal skills. "¢ Ability to interact with all levels of management. "¢ Proven work leadership and coaching skills. "¢ Proven ability to effectively handle difficult customer conversations. "¢ Well-organized individual with time management and prioritization skills, with ability to work under critical time constraints. "¢ Proficiency with Digi & tab as well as e-mail. "¢ Ability to stand for long periods of time. "¢ Ability to interact with customers in an open face-to-face work environment.

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

JobDescription OBJECTIVE OF THE ROLE To ensure Returns filing compliances by way of timely submission after quality verification of IRDAI returns and review of advertisements KEY RESPONSIBILITIES Weightage Ensuring Filing of Regulatory Returns with the Authorities on/before time Maintenance of Regulatory filing calendar upto date Conducting quality verification checks and ensuring correction of identified errors before filing or regulatory returns Setting of processes of data receipt from depts and controls put in place to ensure quality of data for filing Preparation of analytical MIS for above activities and presentation to the management. Maintenance of records Attending to audits 3 0% Review of advertisements, Communications Ensuring Filing of advertisements with the Authorities on/before time Maintenance of Advertisement Register and Communication Register Setting of processes of data receipt from depts and controls put in place to ensure quality of data for filing Preparation of analytical MIS for above activities and presentation to the management. Maintenance of records Attending to audits 1 0% Ensuring AML and IRDA Compliance through compliance checks and monitoring the business based on parameters Filing of Regulatory Returns with the Authorities Ensuring implementation of Board approved Policy and processes AML mail box - Resolving queries of various department on AML aspects Preparation of analytical MIS for above activities and presentation to the management. Maintenance of AML correspondence Attending to audits 30 % Release of Circulars and ensuring implementation of actionables in time Maintenance of register and documentation of actionables Release of compliance self certification and assisting in board documents Verifcation of compliance self certifications and releasing the observations 30% INTERACTIONS Internal Relations All teams External Relations Regulators

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.

About The Role Job Role Manage the Service Scores of the branch Responsible for management of day to day operations of the branch. Ensuring strict adherence to compliance, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirements MBA/Graduate Minimum work exp. 4 years Customer service oriented People Management skills Good communication abilities Ability to guide and monitor his/her reportees

About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.

About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role Job Role: To lead a team of relationship managers. Manage, develop and enhance deepening of the relationship with Channels (Branch, DSA, Builder) Responsible for achieving team targets and sales volume. Ensuring Teams Productivity along with Location Productivity Responsible for Location NPS Managing HNI Clients and responsible for deepening of the relationship with them Responsible for cross sell of CASA and TPP. Job Requirements: Should have good interpersonal skills. Ability to manage, motivate and lead team. Should possess relationship building skills. Job Specifications: Should have minimum work experience of 8-10 years. Expertise in banking products specially Assets.

About The Role Responsible for the achievement of TFX targets assigned to the branches/channels Takes care of about 6 12 branches and mostly aligned with ABM of branch banking, OR, a particular business segment (like Privy, Wealth, WCG, CorpSal etc) Identifies the TFX & FES opportunities in the assigned catchment / segment Regularly interacts with the branches / channels and presents the analysis of stock, market intelligence Identifies the training needs and puts the capability building plan in place Gathers the gather market information / competition trends to facilitate product developments / improvements by H O Product team Monitors the services standards/TAT and fixes the gaps, if any, by taking up with H.O Responsible for the quality of the accounts and compliance issues Ensures all customer queries/complaints, if any, are responded within the defined TAT Ensures that the branches / channels are adhered to all processes & guidelines Responsible for the channel / team"™s productivity Personality Traits & Required Skills: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Should possess good analytical & presentation skills Qualification: B.E/B.Tech & MBA the most preferred CA second preference MBA is a must for the candidates, other than CA OR B.E/B.Tech Experience, Age & Grade 2 - 8 years of relevant experience, i.e., Trade & Forex

About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc Understanding of MF and Insurance an added advantage Customer orientation, High energy levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

About The Role JOB ROLE Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and accuracy of transaction. Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. JOB REQUIREMENT Should have handled SO profile MBA/Graduate

About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.

About The Role JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes.

About The Role Investment Relationship Manager KRAs : Developing and managing banking relationships with a select group of customers who are part of theportfolio mapped for their Financial Planning, Insurance and Investment Requirements. Ensureshighlevelsofcustomerserviceorientationandapplicationofbankpolicy. Informscustomersofnewproductsorproductenhancementstofurtherexpandthebanking relationship. Plansand conducts specialsales initiativesandevents for prospectiveandexistingclients. Coordinateswithother groupcompanies toprovideseamlessaccesstoother products. Maintainscompleterelationshiprecordfor assignedcustomeraccounts. Trackscustomercomplaints/queriesandturnaroundtimesforcustomer satisfaction. Desired Candidate Profile : Product Knowledge in LI, GI and Mutual Fund Products. IRDA and AMFI Certification Employees will be preferred Graduate:3-5yearsofexperience PostGraduate:2-3yearsofexperience Customerorientation Highenergylevelswithamotivetosucceed

About The Role Job Name Branch Operations Manager Grade M3 (Manager) JOB Role: Responsible for management of day-to-day operations of the branch. Ensuring strict adherence to prescribed processes, audit and regulatory requirements. Timely authorization and checking SO/SDO/RO system input for customer transaction/ service request. Branch Lobby and customer Queue management. Managing cash (including FX and TCs) at the branch and ensuring that cash (including FX and TCs) is within branch limit. Customer complains management and ensuring resolution of all complaints within TAT. Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC Job Requirement: MBA/Graduate Minimum work exp. 3 years Thorough overall understanding of banking Customer service orientation Ability to manage and motivate front office staff.