1157 Branch Operations Jobs - Page 18

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 Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for New To Bank- customer and cross sell various products like TD/MF/ CASA/Gold. Ensuring regulatory and procedural compliance To co-ordinate the audit of the branch Ensuring service excellence to enhance portfolio, control retention and better cross sell Authorize and check RO / SO entries Check end products Check vouchers to clear transactions of Rs. 10 lakhs & above Vault / Key custodian JOB REQUIREMENT MBA/Graduate Minimum work exp. 5 years Customer service oriented Meticulous Eye for details Ability to manage and motivate front office staff. Thorough overall understanding of banking Graduate/MBA Graduates with 5-8 years"™ experience Should possess customer orientation and team leader qualities

About The Role Regional 360 Manager Job Name R360M Regional 360 Manager Department Retail Liabilities Branch Banking Reporting Relationships Zonal 360 M / RBH Grade M5 / M6 R360Manager is a Regional role that revolves functioning below core objectives at Region/Zone level Driving Health Score for RL-Branch Banking portfolio through Regional Leadership across the Regions/Zones. Regional Channel Drives & Analytics support to Region with an objective to help to achieve their topline budgets through analytical insights. Digital Adoption & Digital Txns drive across the LOBs Portfolio quality movement & driving awareness of Analytical tools to Channel Support to Areas/Regions to drive and review performance on Health Parameters for managed portfolio, Driving Digital adoption and identify the areas of improvement with AM/RBM. Draw an operational plan to drive portfolio Health targets and ensure that the key aspect of customer engagement through granular book coverage is achieved with special focus on digital banking and consumer assets product . Regional Channel Campaigns Drive & Analytics support to Region / Zone with an objective to help Branches/Area/Region to achieve their topline budgets through analytical insights by providing product level Opportunities/Potentials, EBT or Business Enablers etc. drive. Intelligent analytical insights to contribute towards achievement of product level top line targets across the zone and support Regions/Areas by providing Product level data opportunities through Local/ Central level campaigns and use EBTs (Event Based Triggers) as an opportunity tool to generate business out of it. Drive Channel Campaigns in the Area/Region across LOB"™s through Central / Local level designed campaigns. Data support for the same would be provided by the HO/Analytics team. Drive adaptability of Analytical tools for the channel including Reliability, PMPT, UNICA & EBT triggers etc. in the zone across all Regions/Areas. Drive Interact/Reliability/CRM adoption across all areas and Regions in Zone. All the data support would be taken care by Central Team and R360Ms/Z360Ms to ensure no CRN level data to be distributed across the Area/Regions. If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail to Please mention the following in the subject line as "˜ "Position Name" " Your Name" " Your Current Business Group "

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements "¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

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 exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. "¢ This skill will also do sales with assigned customer based mapped to them. "¢ Measure of outcomes NPS, Service Level, Service Quality and Sales. "¢ Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. "¢ Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues. "¢ Complete the logs specified by the process (End-of-day target). "¢ Adherence to Information Security norms & quality process norms. "¢ To be aware of and comply with any updates about the process. "¢ Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements "¢ Should be a least graduate. "¢ No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. "¢ Should not have employment gap for more than a month. "¢ Should have at least completed a year in current org. "¢ Better soft skills conversational skills and English versant scores 7+. "¢ Flexible to work on rotational week offs.

About The Role Operations Manager - Support Services-Operations Job Requirements: 1. Pre disbursement KYC checking, agreement book and RTO set, verifications 2. Verification of documents, asset details and loading the documents in system 3. Handling the operations team 4. Checking and releasing the payouts after checking the Post disbursement documents. 5. Checking the NACH documents and cheques 6. Handling the high volume in month end 7. 2 years"™ Experience in retail asset operations and disbursement related activities

About The Role SERVICE DELIVERY OFFICER (SDO) KRAs: Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for NTB customer and cross sell. The SDO will act as a backup to the SO. Non-transaction related servicing at the Branch Audit,Reconciliation of Branch Accounts Customer query resolution Should have a desire to know and understand financial terminology Cross selling of financial products Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. EXPERIENCE, QUALIFICATIONS & QUALITIES: Atleast 3 years in branch banking operations. Post-graduate or graduate with appropriate experience. Primary motivation customer service through querry resolution A senior teller or branch operations person. TARGET COMPANIES:HDFC Bank, ICICI Bank, IDBI Bank, UTI Bank AGE: 23-25 years OTHERS: Reporting toSM THE ROLE (bold): Customer service at the Branch, customer retention

About The Role Operations Manager - Support Services-Operations Job Requirements: 1. Pre disbursement KYC checking, agreement book and RTO set, verifications 2. Verification of documents, asset details and loading the documents in system 3. Handling the operations team 4. Checking and releasing the payouts after checking the Post disbursement documents. 5. Checking the NACH documents and cheques 6. Handling the high volume in month end 7. 2 years"™ Experience in retail asset operations and disbursement related activities

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 Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role Product Sales Manager - Foreign Exchange Services (FES) Department Consumer Banking Reporting Relationships Area Manager FES Position Grade M2/M3 Job Role: Drive Sales through various retail banking channels for Individual Remittances and Travel Cards. Ensuring clients and sales channels are trained to ensure apt digital and offline experience. Analyze relevant data points and trends to assist channels in their product sales efforts. Focus on business performance through periodic campaigns, new/process linked initiatives. Drive spends through Activation, Usage & Retention for Travel Cards. Empowering Channels to sell both remittances and travel cards by regular information dissemination and training. Achieving FES budgets for the allocated branches/channel. Job Requirements: Graduation. MBA preferred. 2 to 3 years of relevant experience, ideally in retail/transactional banking or payments/cards. Demonstrated track record of successful results across previous work experiences. Should be able to do Multi-tasking. Strong communication skills (both live presentation and written) with customer service orientation. Ability to take ownership of individual initiatives and drive to priority deliverables with limited day-to-day direction. Ability to collaborate with and learn from colleagues across departments Project management skills and ability to take initiatives from conception to execution Hands on with MS Excel, Word, Power point etc. Knowledge on Remittance and LRS guidelines

About The Role Operations Manager - Support Services-Operations Job Requirements: 1. Pre disbursement KYC checking, agreement book and RTO set, verifications 2. Verification of documents, asset details and loading the documents in system 3. Handling the operations team 4. Checking and releasing the payouts after checking the Post disbursement documents. 5. Checking the NACH documents and cheques 6. Handling the high volume in month end 7. 2 years"™ Experience in retail asset operations and disbursement related activities

About The Role Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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 Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

About The Role To capture very large opportunity in Loan against property and Housing in Semi-urban and Rural India banks is setting up separate team for effective coverage. This will help to retain and grow our customer base in Bharat Geography. Team will be distributing loans through emerging branch network and also focus on acquisition of NTB customers through alternate channels. We have exciting opportunity for young leaders who want to build fast track career. Area Sales Manager-Mortgages( Bharat HL & LAP) Location Maharashtra (Ahmednagar, Nashik (Malegaon),Thane Reporting to Regional Sales Manager Grade M4/M5 Achieve sales volume and revenue target on month on month basis. Work closely with branch banking teams and participate in joint business development activities to generate business. Recruit, Train and motivate the sales team to ensure high performance and regular field visits. Monitor team productivity, provide necessary training and support Guide team members to generate business and oversee documentation process including legal & technical and ensure accuracy and completeness. Focus on building CASA through existing customers and ensure cross sell and fee based income achievement through team. Build and maintain relationships with clients, DSAs and channel partners. Ensure excellent customer service and address any issues or concerns promptly Closely monitor portfolio quality and achieve delinquency targets through team Qualification - Graduate Minimum 7-10 yearsof experience in Mortgages, Unsecured loans, Wheels business or Working capital. Team handling & cross sell through branch channel. High drive for results, strong work ethic, relationship management and negotiation skills. Strong customer-centric approach to generate business and high standard of satisfaction.

Branch Manager - Branch Banking Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer delight. Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: less than 38 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS Interested candidates share your cv to raju.s1@kotak.com

Primary Role MF / EXCHANGE / FD / BONDS TRANSACTION PROCESSING- ACCEPTANCE, AUDIT, ENTRY, SCANNING AND REJECTION MARKING. TRANSACTION ENTRY IN SYSTEM, DAILY UPLOADING, SCANNING OF APPLICATION, ETC. ACKNOWLEDGMENT COLLECTION AND SCANNING (MF & FD) ASSISTING TRANSACTION DEPARTMENT IN UPDATING PENDING TARs. NJ ACCOUNT REGISTRATION (TADA & PMS). FOLLOW-UP FOR PENDING REGISTRATION. COURIER MANAGEMENT, MAINTAINING BRANCH EXPENSES, MAINTAINING PETTY CASH & DAILY UPLOADING. ASSISTING NJCC IN QUERY SOLVING. LOCAL REJECTION MARKING, ASSISTING NJ CC IN QUERY SOLVING. Secondary Role MAINTAINING NON FINANCIAL TRANSACTION. OFFICE ADMINISTRATION, ASSISTING PARTNERS, SALES SUPPORT.

Job Description -Understand customer requirements and provide solutionLiaise with different teams on processing and call closuresUpsell to customers Renewal premium collection through calling and home visits Convenience customer to stay invested in policy (surrender Retention) & Pitch Loan against policy Error free & timely processing of request and complaints

Job Description -Understand customer requirements and provide solutionLiaise with different teams on processing and call closuresUpsell to customers Renewal premium collection through calling and home visitsConvenience customer to stay invested in policy (surrender Retention) & Pitch Loan against policy Error free & timely processing of request and complaints

Job Description -Understand customer requirements and provide solutionLiaise with different teams on processing and call closuresUpsell to customers Renewal premium collection through calling and home visit sConvenience customer to stay invested in policy (surrender Retention) & Pitch Loan against policy Error free & timely processing of request and complaints

Job Description -Understand customer requirements and provide solutionLiaise with different teams on processing and call closuresUpsell to customers Renewal premium collection through calling and home visits Convenience customer to stay invested in policy (surrender Retention) & Pitch Loan against policy Error free & timely processing of request and complaints

Job Summary: We are looking for friendly and confident Telecallers to join our team. Your job will be to make calls to potential customers, explain our services, answer their questions, and help generate leads or sales. You will also handle customer queries and keep records of calls. Key Responsibilities: - Make outgoing calls to customers and explain our services. - Answer incoming calls and provide information. - Keep a record of customer details and follow up with them. - Understand customer needs and suggest suitable services. - Maintain a positive and helpful attitude at all times. - Meet daily or weekly calling targets. - Work as part of a team to achieve company goals. Requirements: - Good communication skills in [mention languages, e.g., English, Hindi, etc.] - Basic computer knowledge to manage call records. - Positive attitude and good listening skills. - Ability to work under pressure and meet targets. - Prior experience in telecalling or customer service is a plus, but not required. Benefits: Training will be provided. Incentives and bonuses for good performance. Friendly and supportive work environment.Opportunity to grow in your career.