Walkin Drive For RBB- PB Classic/ Imperia /Preferred RM, BM & PB-TA

Job Description

Job Name RBB - Personal Banker Classic Maintain Daily Sales Report Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins Portfolio Referrals Friends Associates Family members Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Job Name Personal Banker Authorizer-Teller Authorizer Branch Merchandising Generate business, cross sell and monitor cross sales of Personal Bankers Authorize Personal Banker transactions Corporate salaries processing Cost Management and staff productivity Supervise & monitor Personal Banker desks and contract sales staff Branch administration Lobby Management Ensure quality customer service is delivered Resolution of customer queries/complaints Job Name RBB-Imperia Relationship Manager- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached. Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features. Job Name Branch Manager Retail Branch Banking Achievement of Income and contribution targets Achievement of Incremental Current Account & Saving Account targets Cost to Income Ratio benchmark Cross Sell Products like Demat, Credit Cards, Mutual Funds, Insurance, Investment Advisory, and Assets etc . Managed program (Wherever Applicable) Ensuring Revenue generating roles Channel overall target achievement (Wherever Applicable) Ensuring HNW Portfolio Management and customer service (Wherever Applicable) Ensuring achievement of cross sell Ratio. Ensure all components of the branch sales model function as per design and regulatory compliance. Complaints Handling. Process adherence. Operational knowledge-based training Staff productivity management Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio. Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time. Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. Customer is informed about any regulatory or process change. Keep the customer updated on program features.