2196 Branch Operations Jobs - Page 27

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably with a background in sales or relationship management. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and generate leads through networking and market research. Conduct client meetings and presentations to promote products and services. Collaborate with internal teams to resolve customer complaints and issues. Achieve monthly and quarterly sales targets by selling bank products and services. Provide excellent customer service to ensure high levels of customer satisfaction. Job Requirements Strong communication and interpersonal skills are essential for building relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets. Knowledge of banking products and services, including savings accounts, loans, and credit cards. Experience working in a similar role within the BFSI industry is preferred. Strong problem-solving skills are needed to resolve customer complaints and issues. Ability to work collaboratively as part of a team to achieve common goals.

We are looking for a highly skilled and experienced Branch Manager to lead our retail team in Equitas Small Finance Bank Ltd. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient customer service and sales growth. Develop and implement strategies to achieve business objectives, improve customer satisfaction, and enhance branch performance. Lead and motivate a team of banking professionals to meet their targets and provide coaching and training as needed. Build and maintain strong relationships with customers, addressing their needs and resolving issues promptly. Ensure compliance with regulatory requirements, internal policies, and industry standards. Analyze market trends and competitor activity to identify opportunities for expansion and improvement. Job Requirements Proven experience in retail management within the BFSI sector. Strong leadership and communication skills, with the ability to inspire and manage high-performing teams. Excellent problem-solving and decision-making skills, enabling sound judgment under pressure. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Strong knowledge of banking products and services, including sales and customer relationship management. Experience in managing budgets, forecasting, and financial reporting, coupled with strategic planning capabilities.

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 Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

About The Role J ob 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.

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 BankAGE: 23-25 yearsOTHERS:Reporting toSMTHE ROLE (> Customer service at the Branch, customer retention

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 branchEnsuring service excellence to enhance portfolio, control retention and better cross sell Authorize and check RO SO entriesCheck end productsCheck vouchers to clear transactions of Rs. 10 lakhs & aboveVault Key custodian JOB REQUIREMENT MBA/Graduate Minimum work exp. 5 years Customer service orientedMeticulousEye for detailsAbility to manage and motivate front office staff. Thorough overall understanding of bankingGraduate/MBAGraduates with 5-8 years" experience Should possess customer orientation and team leader qualities

Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business Income targets To have full knowledge of competitor"s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors. Job Requirement Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

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 -

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

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

To source customers for Current Account, Savings Account Products of the bank Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process Qualifications External Post-graduate or graduate with appropriate experience (at east 1 year experience in liabilities sales preferred) Hardcore sales mentality Primary motivation from achievement of targets A hunter by orientation Should be well groomed and presentable with ambassadorship qualities

Job Role Lead a team of relationship officers Relationship Managers Ensuring the sales of CASA, TPP and other asset products through Relationship Officers/RM"s Driving customer coverage and Ensuring customer engagement & Retention Drive productivity through team assigned Job Requirements Postgraduate preferably MBA Thorough understanding of banking Blend of Sales and Service AMFI & IRDA certified High energy and drive Customer First attitude Ability to handle a team Persuasive with excellent interpersonal skills

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

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

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

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

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

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

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 givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-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

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

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Fresher"s can apply

About The Role Job Role Lead the Service Team. " 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 Customer service oriented " Meticulous " Eye for details Ability to manage and motivate front office staff. " Thorough overall understanding of banking Graduate/MBA " Graduates with 6-8 years experience MBA with 4-6 years experience Should possess customer orientation and team leader qualities

Operations Manager - Support Services-Operations JOB REQUIREMENT 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