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2196 Branch Operations Jobs - Page 6

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0.0 - 2.0 years

2 - 2 Lacs

Alleppey

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Roles and Responsibilities Manage branch operations, ensuring efficient sales performance and customer satisfaction. Collaborate with team members to achieve sales targets and improve overall branch performance. Provide exceptional customer service by resolving queries and concerns in a timely manner. Oversee gold loan operations, including processing applications, managing inventory, and maintaining compliance with regulatory requirements. Develop and execute marketing strategies to increase brand awareness and drive business growth.

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2.0 - 4.0 years

3 - 4 Lacs

Ahmedabad, Surat

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Role & responsibilities : Responsible for Branch Operations, enhance relationships of existing customers and generation of leads for liabilities, assets & investment products by providing product information also Cross sell Fee Based products to existing Customer and adherence to Audit & Compliance 1. Branch Operations, Compliance & Risk Management: a. Customer identification through signature verification and recommended ID proofs before executing a customers transaction b. Ensure customer calling through BM / BOM for all transactions as per customer calling norms in circulars or operations manual c. Report all deviations or suspicious transactions to BM / BOM d. Record movement of all inventories & deliverables in relevant registers and signing off closing stock of all inventories & deliverables jointly with BOM in relevant registers e. Send all requests received from customers for processing f. Proper filing of all vouchers and other requests to relevant files 2. Sales & Business Developments a. Achieve Cross sell Targets (LI+GI, Bill Pay, Mobile Banking, Internet Banking) b. Achieve FD Value Target c. Generate leads for cross sell products like asset products, fee products, demat, etc. d. Maintain & grow the relationship of mapped customers 3. Capability Building: a. Completion of Training Programme b. Certifications, as applicable - AMFI, IRDA and NCFM certifications c. Continuous knowledge up gradation through self-learning and going through circulars relevant for the desk being handled by Operations 4. Audit & Compliance: a. Adherence to Audit & Compliance work area b. Availability of all relevant brochures and forms for customers at desk Any Graduate with minimum aggregate of 50%

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1.0 - 6.0 years

1 - 4 Lacs

Navi Mumbai

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Asset management Vendor coordination

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5.0 - 8.0 years

6 - 9 Lacs

Ahmedabad, Surat

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Responsible for daily operations of a full service branch office covering all aspects viz branch operations, lending, , security and safety in accordance with the Bank's guidelines. 1. Review & monitor AOF rejection cases, account closures, overdue FD & FD maturity data and renewals thereof 2. Scrutinize and verify customer requests, AOFs as per prescribed checklist before dispatching for processing. Informing customers in case of rejections, if any. 3. Driving key Metrics by : Daily checking of common pending folder of the branch and individual employees to ensure that no customer request is pending with the staff along with random drawer audits 4. Maintaining lowest levels of wait-time through : Load balancing among desks Regular monitoring of pending tokens through Admin login Analysis to understand employee level productivity & Daily roistering Leave planning & Training calendar 5. Ensuring adherence to Corporate Attire policy and Grooming guidelines by all staff members 6. Compliance & Risk Ensure operations, risk control and process adherence at branches Branch Audit scores SOAX Audit scores Fraud prevention Ops risk monitoring RBI audits, inspections and incognito visits 7. Branch Profitability Maintain optimal cash holding at branch so as to ensure minimal cost of cash holding Tracking big ticket opex line items in Branch P&L Rentals, Electricity, Employees etc and taking corrective action if required Ensure timely recovery of interest and service charges 8. Capability Building & Manpower Management Identify training needs Inculcate self learning culture among employees

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10.0 - 14.0 years

0 Lacs

andhra pradesh

On-site

As a Graduate in Electronics with at least 10 years of experience in sales, business development, or branch operations within the electronics, industrial automation, or related sectors, you should possess a strong understanding of electronic products, industrial controls, and automation solutions. Additionally, proficiency in sales management tools along with exceptional analytical and strategic planning skills is crucial for this role. Your role will involve developing and executing sales strategies to drive product promotion and lead generation. To succeed in this position, you must exhibit excellent leadership qualities and be adept at team management. Effective communication, negotiation, and presentation skills are essential to engage with clients and stakeholders successfully. Moreover, a willingness to travel extensively within the region of Andra Pradesh is expected. In terms of responsibilities, you will be required to develop and implement regional sales strategies aimed at achieving revenue targets. Identifying and targeting potential customers across industrial, commercial, and institutional sectors is key to expanding the client base. Building and nurturing long-term relationships with key clients through regular visits to promote products and services is a fundamental aspect of your role. Furthermore, ensuring compliance with local laws and regulations related to sales and branch activities, as well as mitigating risks associated with business operations in the region, will be part of your core responsibilities. Your strategic approach and proactive measures will contribute significantly to the overall success of the sales and branch operations within the region.,

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6.0 - 10.0 years

8 - 10 Lacs

Thane, Bhiwandi, Navi Mumbai

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Branch Operations Manager KRAs: Lead the entire Branch Operational activities of an individual Branch Manage a Service Team. Ensure regulatory and procedural compliance Co-ordinate the audit of the branch Ensuring service excellence to enhance portfolio's, control retention and better cross sell activities Authorize and check Teller and Relationship teams entries Check end products, Check vouchers to clear transactions Vault / Key custodian of the Branch Desired Candidate Profile: Meticulous & has an Eye for detail Ability to manage and motivate front office staff. Thorough overall understanding of branch banking operations Graduate : 4 - 6 years of experience Post Graduate : 2 - 4 years of experience Should possess customer orientation and team leader qualities

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3.0 - 5.0 years

3 - 6 Lacs

Chennai, Vellore

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We are looking for a skilled Branch Sales Manager to lead our retail team in Equitas Small Finance Bank. The ideal candidate will have 3-5 years of experience in sales management, preferably in the BFSI industry. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain strong relationships with customers and stakeholders. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive growth. Monitor and control expenses to ensure profitability. Job Requirements Proven track record of achieving sales targets and leading high-performing teams. Strong knowledge of the BFSI industry and its regulations. Excellent communication, leadership, and interpersonal skills. Ability to analyze data and make informed decisions. Strong problem-solving and negotiation skills. Experience in managing and developing a team of sales professionals.

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2.0 - 7.0 years

1 - 5 Lacs

Hubli

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We are looking for a skilled Branch Manager to lead our team in the BFSI industry. The ideal candidate will have 2 to 7 years of experience and be based in a location to be determined. Roles and Responsibility Manage daily branch operations, ensuring efficient customer service and sales growth. Develop and implement strategies to achieve business objectives and expand the customer base. Lead and motivate a team of employees to meet their targets and goals. Build strong relationships with customers, identifying their needs and providing tailored solutions. Monitor and control expenses to ensure cost-effectiveness and profitability. Collaborate with other departments to drive business development and improvement. Job Requirements Minimum 2 years of experience in a similar role within the BFSI industry. Strong leadership and management skills, with the ability to motivate and inspire teams. Excellent communication and interpersonal skills, enabling strong relationship building with customers and colleagues. Ability to analyze market trends and develop effective business strategies. Strong problem-solving and decision-making skills, with attention to detail and accuracy. Experience in managing budgets and controlling expenses to achieve financial goals.

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5.0 - 10.0 years

6 - 12 Lacs

Navi Mumbai, Pune, Mumbai (All Areas)

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Roles and Responsibilities Manage branch operations, including account opening, KYC, AML, and customer service. Develop business plans to drive growth and revenue expansion. Coach team members on sales strategies, marketing initiatives, and general insurance products. Ensure compliance with regulatory requirements and maintain accurate records. Oversee day-to-day activities of the branch office. Desired Candidate Profile 4-10 years of experience in banking operations/ as a Branch Manager or related field Strong understanding of finance, accounting, and banking processes. Excellent coaching skills for developing high-performing teams. Ability to analyze data to inform business decisions (MIS) . Proficiency in life insurance products and their applications. Interested Candidate can share there updated resume on kalpana.roy.ext@yesbank.in

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7.0 - 10.0 years

3 - 6 Lacs

Kumbakonam, Mannargudi, Thanjavur

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We are looking for a highly skilled and experienced Branch Manager to lead our Mutual Funds team in the BFSI industry. The ideal candidate will have 7-10 years of experience in sales, branch management, or a related field. Roles and Responsibility Manage and oversee daily operations of the branch office. Develop and implement strategies to boost mutual fund sales and customer acquisition. Lead and motivate a team of relationship managers and financial advisors. Build and maintain strong relationships with customers, distributors, and other stakeholders. Ensure compliance with regulatory requirements and company policies. Analyze market trends and competitor activity to identify growth opportunities. Job Requirements Proven experience in sales, branch management, or a related field. Strong knowledge of mutual funds products and services. Excellent leadership, communication, and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working in the BFSI industry is preferred. Location: Kumbakonam,Thanjavur,Mannargudi,Thiruvaiyaru

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2.0 - 7.0 years

2 - 5 Lacs

Madurai, Dindigul, Manapparai

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We are looking for a highly skilled and experienced Assistant Branch Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in managing teams and driving business growth. Roles and Responsibility Manage and supervise a team of branch staff to achieve business objectives. Develop and implement strategies to drive sales and revenue growth. Build and maintain relationships with key stakeholders, including customers and partners. Analyze market trends and competitor activity to identify opportunities and threats. Ensure compliance with regulatory requirements and internal policies. Collaborate with other departments to achieve organizational goals. Job Requirements Minimum 2 years of experience in a leadership role within the BFSI industry. Strong knowledge of MLAP products and services. Excellent communication, leadership, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and decision-making skills. Experience working with cross-functional teams to achieve business objectives. Location: Madurai,Manapparai,Dindigul,Ponnamaravathi

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2.0 - 6.0 years

2 - 5 Lacs

Madurai, Kambam, Usilampatti

Work from Office

We are looking for a highly skilled and experienced Assistant Branch Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in managing teams and driving business growth. Roles and Responsibility Manage and supervise a team of branch staff to achieve business objectives. Develop and implement strategies to drive sales and revenue growth. Build and maintain relationships with key stakeholders, including customers and partners. Analyze market trends and competitor activity to identify opportunities and threats. Ensure compliance with regulatory requirements and internal policies. Collaborate with other departments to achieve organizational goals. Job Requirements Minimum 2 years of experience in a leadership role within the BFSI industry. Strong knowledge of MLAP products and services. Excellent communication, leadership, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and decision-making skills. Experience working with cross-functional teams to achieve business objectives.

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3.0 - 4.0 years

3 - 6 Lacs

Rajkot

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We are looking for a skilled Branch Manager to lead our retail team in the BFSI industry. The ideal candidate will have 3-4 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Manage and oversee daily branch operations to ensure efficient service delivery. Develop and implement strategies to boost customer satisfaction and loyalty. Lead, motivate, and train a team of sales professionals to achieve business goals. Build and maintain strong relationships with customers, colleagues, and stakeholders. Monitor and control expenses to ensure cost-effectiveness and profitability. Foster a culture of excellence and continuous improvement within the team. Job Requirements Proven experience in retail management or a related field. Strong leadership, communication, and interpersonal skills. Ability to work in a fast-paced environment and adapt to changing situations. Excellent problem-solving and analytical skills with attention to detail. Strong understanding of BFSI industry trends and regulations. Ability to build and manage high-performing teams.

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5.0 - 9.0 years

3 - 6 Lacs

Mandya, Pandavapura, Mysuru

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We are looking for a skilled Branch Manager to lead our retail team in the BFSI industry. The ideal candidate will have 5 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient customer service and sales growth. Develop and implement strategies to enhance customer satisfaction and increase market share. Lead and motivate a team of sales professionals to achieve business objectives. Build and maintain relationships with key stakeholders, including customers, colleagues, and external partners. Analyze market trends and competitor activity to identify opportunities for expansion. Ensure compliance with regulatory requirements and internal policies. Job Requirements Proven experience in retail management within the BFSI industry. Strong leadership and communication skills, with the ability to inspire and manage high-performing teams. Excellent problem-solving and analytical skills, enabling informed decision-making. Ability to work in a fast-paced environment and adapt to changing circumstances. Strong knowledge of banking products and services, with a focus on customer needs. Experience in driving sales growth and improving customer satisfaction ratings.

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1.0 - 3.0 years

3 - 7 Lacs

Jaipur

Work from Office

We are looking for a highly motivated and experienced Branch Sales Manager to lead our retail mortgage team. The ideal candidate will have 1-3 years of experience in the BFSI industry, preferably with Equitas Small Finance Bank. Roles and Responsibility Develop and implement effective sales strategies to achieve business objectives. Lead and manage a team of sales professionals to meet targets. Build and maintain relationships with key stakeholders, including customers and partners. Analyze market trends and competitor activity to identify opportunities. Collaborate with cross-functional teams to drive business growth. Monitor and control expenses to ensure profitability. Job Requirements Proven experience in retail mortgages or related fields. Strong leadership and management skills. Excellent communication and interpersonal skills. Ability to analyze data and make informed decisions. Strong problem-solving and negotiation skills. Experience working in a fast-paced environment and meeting deadlines.

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7.0 - 12.0 years

7 - 12 Lacs

Warangal

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Responsible for Branch performance & managing the assigned area/territory/city Manage the Branch Dealing team & oversee the operational and administrative issues Revenue generation, customer acquisition & Retention Recruitment, Training & Development Required Candidate profile Should have 1 Year experience as a Branch Manager with any Indian Broking company

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7.0 - 12.0 years

7 - 12 Lacs

Tirupati

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Responsible for Branch performance & managing the assigned area/territory/city Manage the Branch Dealing team & oversee the operational and administrative issues Revenue generation, customer acquisition & Retention Recruitment, Training & Development Required Candidate profile Should have 1 Year experience as a Branch Manager with any Indian Broking company

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7.0 - 12.0 years

7 - 12 Lacs

Nellore

Work from Office

Responsible for Branch performance & managing the assigned area/territory/city Manage the Branch Dealing team & oversee the operational and administrative issues Revenue generation, customer acquisition & Retention Recruitment, Training & Development Required Candidate profile Should have 1 Year experience as a Branch Manager with any Indian Broking company

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2.0 - 3.0 years

2 - 4 Lacs

Thrissur

Work from Office

Role Summary: Adhere to cash counter timings Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Key Result Areas : Organization process Key contributions Adhere to cash counter timings • Adhere to cash counter timings as mentioned in the SOPs. • Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management • Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. • Perform EOD checks for collections in accordance with SOP. • TR Stationary Management. • Safe Key Management Petty Cash Management • Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. • Accounting for the same as per the SOP formats Agent Commission Cheques handover • Agent commission cheques distribution and management in line with SOP norms. Agent License handling • Agent licenses distribution and management in line with SOP norms Customer Service • Attend to walk-in customer queries and requests and process the same • Maintain high Branch NPS scores NB Issuance • Follow-up and assist distribution channel on policy issuance Service to Sales • Do upsell / Cross sell with the help of distribution channel and tap Neew Business opportunity in walk-in customers UW • Support Core UW team by doing the primary Underwriting and achieve daily productivity target Risk • Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required : Technical Behavioral Essential Desired Interpersonal skills • Communication skills • Creative thinking skills • Supervising/Leadership skills • Teamwork Skills • Influencing skills • Relationship Building skills • Decision making skills

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2.0 - 7.0 years

3 - 6 Lacs

Chitradurga, Bhadravati

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We are looking for a highly skilled and experienced Branch Manager to lead our Mutual Funds team in the BFSI industry. The ideal candidate will have a strong background in finance and management, with 2-7 years of experience. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient workflow and customer satisfaction. Develop and implement strategies to boost mutual fund sales and expand the customer base. Lead and motivate a team of financial professionals to achieve business objectives. Build and maintain relationships with key stakeholders, including customers, colleagues, and external partners. Analyze market trends and competitor activity to identify growth opportunities. Ensure compliance with regulatory requirements and industry standards. Job Requirements Strong knowledge of mutual funds products and services. Excellent leadership and communication skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in managing teams and driving business results. Familiarity with BFSI industry trends and regulations.

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2.0 - 5.0 years

2 - 4 Lacs

Chandrapur, Bengaluru

Work from Office

We are looking for a highly skilled and experienced Assistant Branch Manager to lead our Mutual Funds Collections team in the BFSI industry. The ideal candidate will have 2-5 years of experience in collections, preferably in the BFSI sector. Roles and Responsibility Manage and oversee the daily operations of the mutual funds collections team. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal stakeholders to resolve customer complaints and issues. Analyze market trends and competitor activity to identify opportunities for growth. Build and maintain relationships with key customers and external partners. Monitor and report on key performance indicators to senior management. Job Requirements Strong knowledge of mutual funds products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with teams and leading by example. Familiarity with industry regulations and compliance requirements.

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4.0 - 6.0 years

3 - 6 Lacs

Nagaur, Jodhpur

Work from Office

We are looking for a skilled Branch Manager to lead our retail team in the BFSI sector. The ideal candidate will have 4-6 years of experience and be based in Equitas Small Finance Bank. Roles and Responsibility Manage and oversee daily branch operations, ensuring efficient customer service and sales growth. Develop and implement strategies to enhance customer satisfaction and loyalty. Lead and motivate a team of sales professionals to achieve business objectives. Build and maintain relationships with key stakeholders, including customers, colleagues, and management. Analyze market trends and competitor activity to identify opportunities for expansion. Ensure compliance with regulatory requirements and internal policies. Job Requirements Proven experience in retail banking or a related field, with a strong understanding of BFSI industry dynamics. Excellent leadership and communication skills, with the ability to inspire and manage high-performing teams. Strong analytical and problem-solving skills, with attention to detail and strategic thinking. Ability to work in a fast-paced environment, prioritizing multiple tasks and meeting deadlines. Strong knowledge of financial products and services, with the ability to provide expert advice to customers. Experience in managing budgets and resources, with a focus on cost control and profitability.

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1.0 - 4.0 years

0 - 0 Lacs

coimbatore

On-site

Key Responsibilities: Identify and acquire new customers through direct sales, referrals, and walk-ins. Cross-sell banking products such as savings accounts, current accounts, fixed deposits, credit cards, personal loans, and insurance. Maintain and develop relationships with existing customers to increase wallet share. Ensure customer satisfaction through excellent service quality and prompt resolution of issues. Meet assigned sales targets and KPIs on a monthly/quarterly basis. Work closely with the branch operations team to ensure seamless onboarding and documentation. Participate in promotional activities, roadshows, and other marketing events. Prepare and maintain sales reports and customer data accurately.

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5.0 - 10.0 years

4 - 7 Lacs

Ambur, Anupshahr, Ambasamudram

Work from Office

ROLEPURPOSE & OBJECTIVE Thisrole is responsible for driving the entire business targets forliabilities assigned to the branch; Manage exceptional customerservice, proactive sales environment and efficient branchoperations, while adhering to regulations / compliancerequirements; Focus on retaining existing customers, increasingthe customer base and cross-selling Ujjivans products andservices; Oversee branch operations, cash management and servicequality; work closely with product and marketing teams to drivecampaigns at their branches. Theincumbent monitors daily performance of branch staff and managesa team of 5 to 7 employees. Thisrole is applicable only to Gold & Silver Branches. FINANCIALSIZE NON-FINANCIALSIZE Entireliability target for the branch CASABook as per the branch TASCBook as per the branch BB-FIGBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TASC SnrCitizen HNI NR KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Implementbranch specific marketing & communication strategies tocontinuously strengthen the Ujjivan brand. Thisrole is responsible for driving the entire business targets forliabilities assigned to the branch. Manageexceptional customer service, proactive sales environment andefficient branch operations, while adhering toregulations/compliance requirements Focuson retaining existing customers, increasing the customer base andcross-selling Ujjivans products and services Overseebranch operations, cash management and service quality; workclosely with product and marketing teams to drive campaigns attheir branches. Monitordaily performance of branch staff. Tomanage a team of 5 to 7 employees. Cascadetargets the branch targets to the respective staffs and ensureachievement is tracked through periodic reviews. Ensureall deferrals taken are cleared within the specific period. Monitorthe overall portfolio of the branch; ensure adherence tocompliance and regulatory norms are met. Customers Ensurecustomers are educated about all products/services offered byUjjivan Ensurecourteous customer service is offered to customers by the branchstaff Reducecustomer attrition by guiding CCR(s) on exit interviews, customerengagement programs etc. Leadcustomer connect initiatives in the branch vicinity InternalProcess Overseeand ensure efficiency in branch/ATM operations through adherenceto TAT for various internal and customer end processes; driveutilization of alternate channels Ensurecompliance with banking guidelines, quality framework and auditrequirements; ensure speedy resolution of any audit observationsand take necessary steps to prevent recurrence, ensurecompliance with Know Your Customer (KYC), Anti- Money Laundering(AML), audit and other regulations & applicable laws in thebranch Monitor,control & minimize all expenses in the Branch, such astelephone, consumption of stationery, computer consumables,electricity and other overheads without sacrificing quality Overseeaccurate cash management and tallying of accounts in the systemthrough the Cashier Accountablefor branch safety including security of cash/vault etc. Learning& Performance Ensurethat all members of the Branch staff are up to date on allrelevant circulars and all products/services offered in theBranch Ensureadherence to training man-days/ mandatory training programs forself and reportees Ensuregoal-setting, mid-year review and annual appraisal process withinspecified timelines for self and reportees Monitorperformance of staff against defined goals/metrics and takecorrective action wherever required; undertake disciplinary andattendance monitoring for liabilities sales team and branchoperations team Coordinatewith state HR on people related matters; support branchactivities to foster teamwork and continuously make Ujjivan agreat place to work Ensurecoordination between staff of different teams, to build acollaborative spirit and shared sense of purpose (which couldalso enable cross-sell and overall target achievement) Qualifications Graduatein Commerce/Business/Economics or related subjects. PGDM/ MBAfrom a Tier 2 or 3 college preferred Experience Shouldhave overall experience of 7-12 Years in core banking sales withgood knowledge of banking products and regulatory requirements inbanking/micro-finance. Shouldhave worked as a Branch Manager for at least 1-2 years. FunctionalSkills Sales& marketing skills across multiple products. Shouldhave managed a deposit book of 25 to 75 Cr. Knowledgeon liabilities products & unsecured loans products Knowledgeof basic accounting and finance administration Analyticalskills Process& Compliance Orientation: Knowledgeable on KYCnorms/guidelines for liabilities & unsecured loans BehavioralSkills ManagingCustomer Relations and excellent service orientation andrelationship management skills CommunicationSkills - fluent in the local language & English Abilityto manage teams and drive performance. Should have managed a teamof 7 to 15 staff. Achievement/Performanceoriented Productknowledge Location - Ambasamudram,Ambur,Anupshahr,Bagalkot,Bailhongal,Bengaluru,Bodinayakanur,Challakere,Chengalpattu,Chennai,Chitradurga,Coimbatore,Cuddalore,Davangere,Gobichettipalayam,Gokak,Gundlupet,Hassan,Hospet,Kunnamkulam,Maddur,Mayiladuthurai,Mettupalayam,Nagapattinam,Nagar,Namakkal,Paramathi-Velur,Puttur,Rasipuram,Sankarankoil,Shrirangapattana,Tirunelveli,Tirupathur,Udupi,Vellore,Virudhachalam,Yelahanka

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0.0 - 2.0 years

1 - 2 Lacs

Angul, Gamharia, Bankura

Work from Office

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customersResolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement processConduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy ProgramGive the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branchEnsure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Gamharia,Angul,Bankura,Basirhat,Basudebpur,Bhabanipur,Bhagalpur,Birbhum,Biswanathpur,Dhaka,Dogachia,Domjur,Ekangarsarai,Gopiballavpur,Hooghly,Howrah,Jagatsinghapur,Jainagar,Jhargram,Mathura,Medinipur,Midnapore,Nadia,Nayagarh,Parganas,Paschim,Patapur,Purba Champaran,Puri,Rae,Rajgir,Sahebganj,Takipur

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