461 Branch Handling Jobs - Page 3

Job Title: Branch- Manager Function: Agency Purpose: The role holder will be responsible for managing the sales team to achieve the desired sales objectives for partner channel. Eligibility: Graduate /Post Graduate with 5-15 yrs of Sales experience in financial services / Life Insurance especially in managing partners. Job Description: Sales call planning Analysis of territory opportunities, strategies for effective territory coverage, customer research, identifying, prospecting and dealing with diverse customer profiles. Achieving sales targets as per budget. Acting as a mentor, coach & trainer for your team and drive them to meet their monthly targets. Development of professional standards in the team by regularly training them on product and sales processes. Coordinate, monitor and review the sales efforts of the team. Distribution of responsibility pertaining to the clients & prospective clients between the team. Comprehensive knowledge of the companys and competitors products. Counseling and motivating the team. Implementation of Strategies designed by the Management team. Enhancing and maintaining the quality standards of business. Key Skills Excellent influencing and selling skills. Have the ability to manage and lead a team to deliver targets across whole product range within agreed timelines. Skills in leadership, interpersonal communication, and problem solving capability. Proficient in MS office. Thorough knowledge of local Market. About Company: - Aviva plc is a British multinational insurance company headquartered in London, England. It has about 18 million customers across its core markets of the United Kingdom, Ireland and Canada. And Aviva India, a subsidiary of the global Aviva group, is a dynamic and growing player in the Indian insurance market. We offer diverse insurance and financial solutions, emphasize innovation, and prioritize sustainability. What working at Aviva offers We offer a competitive compensation package where youll be rewarded based on your performance and recognized for the value you bring to our business. We also offer you: Support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way thats right for you Why Aviva Dynamic and collaborative team in a supportive and innovative work environment. Opportunities for professional growth and development. Competitive compensation and benefits package. Be a part of shaping the future of insurance in India. Wikipedia link: - https://en.wikipedia.org/wiki/Aviva Aviva Fortune 500 Company:- https://fortune.com/company/aviva/global500/ Website: - https://www.avivaindia.com/

Role & responsibilities A Branch Head is responsible for the overall management and success of a specific branch location . This includes leading the team, ensuring excellent customer service, managing financial performance, and maintaining operational efficiency. They act as the main point of contact for the branch and are responsible for implementing company policies and achieving business objective, Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the bank's objectives . Providing training, coaching, development and motivation for bank personnel. Preferred candidate profile Branch Managers set and achieve sales targets, develop strategies to attract and retain customers, and handle escalated customer issues

HIRING Alert:- Role & Responsibilities Relationship Manager, Personal Banker and Branch Manager - Generate business and cross sell all products & services of the Bank - Relationship management for a portfolio of customers - Branch operations and audit compliance Preferred Candidate Profile -4-10 Years of experience in Banking & Sales - Knowledge of basic Banking functions WE ALSO ENCOURACE - Mothers Returning to Work - Women post Career Break - Women Looking for Better Career Progress

Positions : Relationship Manager (RM) / Key Account Manager (KAM) /Service Delivery Manager (SDM) / Teller Walk-In date: 21st June 2025 (11:00 AM to 3:00 PM) Interview Venue : IndusInd Bank Limited, 652-662, Tristar Towers, Avinashi Road, Coimbatore - 641037 Contact Person: T Kamalam (Branch Manager) Job Role : Relationship Manager (Select RM): To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Key Account Manager (KAM): To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of mapped customer base To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs including bank/3rd party products To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Service Delivery Manager (SDM): To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sell Teller: The Teller will handle cash transactions, including deposits, withdrawals, and payments, while ensuring accuracy and compliance with banking procedures. The role involves providing excellent customer service, assisting with account inquiries, and processing various financial transactions. The Teller will also adhere to security protocols and ensure all transactions are conducted smoothly Eligibility Criteria : Age within 35 years for RM & KAM and within 30 years for SDM & Teller Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

Roles and Responsibilities To be accountable for the overall Sales Performance of the Branch by motivating the Employees in the Branch through regular Prayer Meetings, make them aware about the Companys Products, Policies, Offers, Discounts etc, and enable them in achieving the set targets. Manage branch operations, including sales performance, team handling, and customer service. Training needs to bridge the skill gaps, enhancement of skill sets, identifying the talent and working on the Career Graph of Employees in close coordination with General Manager / Head Sales Develop and implement strategies to increase revenue growth through effective product knowledge and relationship management. Ensure compliance with regulatory requirements and maintain accurate records. Oversee daily activities of the branch office, ensuring efficient use of resources and adherence to company policies. Oversee jewelry showroom management, ensuring efficient inventory control and visual merchandising. Develop and implement strategies to increase sales revenue through effective leadership skills. Foster strong communication and selling skills among team members to achieve targets. Ensure timely completion of daily tasks and meetings while maintaining a high level of professionalism. Desired Candidate Profile 10-15 years of experience in retail industry with expertise in branch management or similar role. MBA/PGDM degree from any specialization (preferably). Proven track record of achieving sales targets and managing teams effectively. Strong understanding of jewelry business operations and market trends.

Job Description: Probationary Officer (MBA Required) - High Financial Branches (Muthoot) Position Title: Probationary Officer Location: High Financial Branches (Across Designated Locations) Salary: 2,67LPA Up to 3,10,000 per annum + Performance-based Variables & Incentives Growth Opportunity: Fast-Track Promotion to Assistant Manager About Muthoot: Muthoot Group is one of the most trusted and established names in the financial services sector, offering a wide range of products including gold loans, personal loans, insurance, and wealth management services. We are committed to delivering customer satisfaction, fostering innovation, and offering exceptional growth opportunities to our employees. Position Overview: W e are seeking dynamic, results-driven individuals with an MBA (minimum 50%) to join our team as Probationary Officers in our high financial branches. This role is designed to give you exposure to branch management, customer relationship handling, and revenue generation, while offering the potential for fast-track career advancement, with promotion opportunities to Assistant Manager based on performance. Key Responsibilities: Branch Operations Management: Oversee and ensure smooth operations at high-performing branches, maintaining compliance with internal policies and regulatory standards. Customer Relationship Management: Build and nurture relationships with existing and new customers, offering tailored financial solutions to meet their needs . Sales & Business Development: Canvassing and sourcing of New Customers to increase Gold loan Business ,Drive business generation by actively promoting and selling Muthoots financial products and services. Meet and exceed sales targets. Financial Performance Monitoring: Revenue generations through Cross Selling products & Interest Collection Work towards enhancing branch financial performance, improving sales, and implementing strategies to achieve business goals. Team Coordination: Lead and work collaboratively with branch staff, ensuring optimal productivity, operational efficiency, and customer satisfaction. Compliance & Risk Management: Ensure that all operations adhere to legal, regulatory, and company standards. Identify and manage operational risks effectively. Qualifications & Skills: Educational Qualification: MBA (with at least 60% marks) MCOM (with at least 70% marks). Experience: Fresh MBA graduates or candidates with up to 2 years of relevant work experience in banking, finance, or related sectors. Skills: Strong interpersonal and communication skills. Knowledge of banking operations, financial products, and services. Good analytical and problem-solving abilities. Target-driven and results-oriented approach. Proficiency in MS Office and other financial tools/software. What We Offer: Salary: 2,67,000 UPTO 3,10,000 per annum with additional performance-based variables and incentives. Career Growth: Fast-track promotion to Assistant Manager based on performance and branch success. Training & Development: Extensive training to develop your skills and knowledge for rapid career advancement. Work Environment: A vibrant and collaborative work culture that fosters learning and growth. CONTACT : AMMAPALLI RAJESH HR MANAGER 9037831386 recruitcnicl@muthootgroup.com INTERNVIEW LOCATION : Muthoot finances zonal office (2nd Floor) 77/1, R.V Towers Habibullah Road, Sangam Street, near Vidyodaya School, Nadigar, 2nd floor, T. Nagar, Chennai, Tamil Nadu 600017

Manage Sales manager (SM) Will Recruiting The Agent Insurance sales goal achievement through: Training and developing on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired Required Candidate profile Salary -8 to 14Lac Only Insurance Agency Candidate Exp- 5 to 14 year Sales Should be well networked in the local area and have an understanding of the local market, and proven track records

We are looking for a highly skilled and experienced Branch Manager to lead our Micro Finance team in Equitas Small Finance Bank. Roles and Responsibility Manage and oversee the daily operations of the branch office. Develop and implement strategies to achieve business objectives and expand customer base. Lead and motivate a team of professionals to meet sales targets and provide excellent customer service. Build and maintain relationships with key stakeholders, including customers, partners, and regulatory bodies. Monitor and control expenses to ensure efficient use of resources and adherence to budget. Identify and mitigate risks associated with micro finance operations. Job Requirements Strong knowledge of micro finance products and services, including mutual funds and other investment instruments. Proven track record of achieving business targets and leading high-performing teams. Excellent communication, leadership, and interpersonal skills. Ability to work in a fast-paced environment and adapt to changing circumstances. Strong analytical and problem-solving skills with attention to detail. Experience working in a similar role within the BFSI sector is advantageous. Location - Coimbatore , Erode , Pollachi , Ulundurpettai

We are looking for a highly skilled and experienced Branch Manager to lead our Micro Finance team in Equitas Small Finance Bank. Roles and Responsibility Manage and oversee the daily operations of the branch office. Develop and implement strategies to achieve business objectives and expand customer base. Lead and motivate a team of professionals to meet sales targets and provide excellent customer service. Build and maintain relationships with key stakeholders, including customers, partners, and regulatory bodies. Monitor and control expenses to ensure cost-effectiveness and profitability. Identify and mitigate risks associated with micro finance operations. Job Requirements Strong knowledge of micro finance products and services, including mutual funds and other financial instruments. Proven track record of achieving business targets and leading high-performing teams. Excellent communication, leadership, and interpersonal skills. Ability to work in a fast-paced environment and adapt to changing circumstances. Strong analytical and problem-solving skills with attention to detail. Experience in managing and controlling expenses to ensure cost-effectiveness and profitability.

Job Description: Direct Sales Defence - Unit Head Purpose of the Job: Maximize sales performance, achieve monthly targets, and drive profitability for the Loyalty and Defence channels in collaboration with the Operations team. Key Responsibilities: Implement channel strategies and operational plans focusing on needs-based selling and activity management for Defence channel. Support business planning and implementation processes in coordination with the Associate Vice President, Direct Sales. Align volume and market share objectives to promote HDFC Life products and ensure sales targets are met. Drive appointment conversion and regular interactions with prospects to build and maintain strong relationships. Monitor and evaluate team sales performance, optimizing costs within the region. Lead and develop teams, ensuring alignment with company objectives and improving team performance. Oversee the smooth implementation of business plans and review selling arrangements. Manage and enhance the teams understanding of new processes, ensuring integration of changes. Qualifications & Experience: Experience: 5-7 years of professional experience with at least 2 years of field sales and team handling experience. Education: Graduate/MBA. Skills: Passionate, strong communication skills, result-oriented, good listener, and positive attitude. Key Competencies: Leadership and team management Strategic thinking and goal orientation Effective communication and relationship-building skills

Hi,Greetings from MPS Management Services!! Open position leading in Life Insurance Company. Profile - BM Vertical- Agency Ctc - 13 LPA Location - Rajasthan / Tamil Nadu Interested candidates can apply Regards HR Manager

Roles & Responsibilities: Core Objective: To handle operations of the center seamlessly Drives the center revenue and achieves target Contributes directly to top line revenue Core Skills: Good oral and written communication skills in Regional Language, English Good people skills, be a Team player - Networking & Relationship Building Personal integrity, ability to deal with sensitive issues with tact, diplomacy and judgment Maintain complete discretion and confidentiality Planning, Organizing, Prioritizing & Time Management skills Personal Grooming, Good Etiquette Ability to handle stress, crisis management & extended working hours. Job description : Responsible for day to day operations of the branch focusing on customer service, quality, people management and process adherence. Focus on patient satisfaction and quality. Co-ordination with all Departments (Internally / Externally). Preparing Daily MIS. Raising Indent for Brach based on the requirements. Ensuring smooth patient flow. Minimizing the patient time and process. Co-ordinating with patients till they walk out. Maintaining Registers in Consultation room and Investigation Room. Maintaining employee attendance and monitoring staff leave and timings. Arranging alternative staff and doctors while they are on leave. Ensure smooth functioning of all healthcare operations in the assigned hospital. Co-ordination with Surgeons. Job Location: Madurai Please do reach out for any clarification, Mr.Roney Varghese- 9884140915 Interested candidates Call/whatsapp or can share your updated resume to roney.varghese@dragarwal.com

• Achieve the Branch Targets. To plan various marketing activities within assigned region. • Champion entire student cycle: Prospecting, Counseling, Admission, Orientation, Support. • Meets the Principals, Coordinators and management Personnel. Required Candidate profile Exp - 8 to 12 years Salary - 12 to 15 lpa Location - Nerul Navi Mumbai Week off - Rotational Candidate must have Experience in Education Industry Please Call on - 9560477391

We are looking for Branch Manager Jobs in Retail Industry Customer engagement / personal visits at pre- defined frequency Specialized resource to pro-actively resolve Relationship Value Enhancement Should have Exp in Retail Store Call 7397778272

Designation: Branch Manager: Job Description: Managing overall performance of the Centre w.r.t. Admissions, Academic Operations, Infrastructure, Logistics, Accounts. Ensuring financial targets are met in time. Ensuring effective implementation of quality management system Batch Scheduling and mergers. Complaint handling and redressal. Maintaining and monitoring of internal / external stakeholders Regular monitoring and analysis of front office activities Desired Candidate Profile Male Candidates around 30-40 years of age with an experience in the similar industry / services with sharp acumen to run the centre independently. Candidate with prior experience in handling Academic Operations would be preferred. Candidates should be open to working on weekends, shall be entitled for week off in the weekdays. Excellent communication skills in English and Bengali are mandatory. Candidate must be open for multi tasking. CTC: 8 to 12 Lakhs p.a. Experience: Minimum 8 years Location: Kolkata , Tamluk Interested candidate kindly send your resume - fr.hr.wb4@aesl.in

Positions : Service Delivery Manager (SDM) Walk-In date: 21st June 2025 (11:00 AM to 3:30 PM) Interview Venue : IndusInd Bank Limited, 122/5, Bharathiar Salai, Cantonment, Tiruchirapalli - 620001 Contact Person : Mohamed Yasin N (Branch Manager) Job Role : Any Graduate/Post-Graduate with Min of 3 to Max of 8 years of Banking/NBFC experience To service clients covering all their banking needs including bank/3rd party products To sell asset, wealth & other products (bank and third party) with a view to enhance revenue To acquire new clients through leads and family accounts grouping To meet / call mapped clients for client servicing needs and new products cross sellrs Eligibility Criteria : Age must be within 35 years for SDM Educational Qualification: Graduation and above Experience: 3+ years experience into Banking sales, Customer Service, Preferably into portfolio management Good interpersonal skills with a command on English and Local language

Banking Experience as Branch Head is mandatory. Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Ensures Efficient complaint management within specified TATs Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms Ensures Role clarity to employees in the branch and manage attrition Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required

Banking Experience as Branch Head is mandatory. Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Ensures Efficient complaint management within specified TATs Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms Ensures Role clarity to employees in the branch and manage attrition Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required Note: NBFC/ Non banking - will not be considered, sp please do not share cvs.

Key Responsibilities: Manage HR-related tasks such as attendance, hiring coordination, staff evaluations, and team motivation. Coordinate with the Finance department on budgets, expense tracking, and reporting.

Activity Sheet: Branch Manager Business Group: Retail and Consumer Banking Group Objective: Execute and monitor overall administration and efficient daily operations of a full service branch office; including operations, lending, product sales, customer service, security and safety in accordance with the Bank's objectives. Principal Accountabilities Sales & Business Development: 1. Achievement of incremental number and value targets for Liabilities (CA, SA, FD); Assets (Home, Auto & other assets) and Fee Products (MF, LI, GI, Gold & other fee products) 2. Prepare and monitor Sales plan for the branch 3. Build a healthy asset and liability book. 4. Increase market share in the catchment area (3 to 5 kms radius) Major Activities Sales & Business Development: 1. Sales Planning : • Prepare and track product wise - liabilities, assets & fee AOP for the full financial year. • Commerce and catchment mapping • Prepare and review monthly activity calendar of outbound activities of BSM / JO • Roll out MOP for outbound and inbound sales on 1st of every month followed by weekly and monthly reviews. • Review all employees in branch quarterly. • Review productivity of BSMs / BOMs/ JOs on a weekly basis. 2. Review and handhold BOMs & BSMs on a daily basis and Sales Officers (JOs) on a weekly basis. 3. Conduct Daily Morning Huddles to discuss daily plan and agenda for employees. 4. Ensure proper on-boarding of all new customers acquired. 5. Sale of 3 products per customer within 90 days of account opening. 6. Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation 7. Maintain quality of customer acquisition through sourcing mix and on-boarding process. 8. Monitoring DSRs on a regular basis. 9. Lead management proper assignment and closure of leads. 10. Tapping markets or customer segments within the catchment of the branch, which are hitherto untapped, to increase the GL Base of the branch. Principal Accountabilities – Customer Service : 1. Manage Key Branch Relationships 2. Ensure Wait Time within permissible limits as per segmental service approach 3. Achievement of branch Customer Service Scores target 4. Nil Critical Requests at branch 5. Nil Escalations at branch and complaint handling Major Activities – Customer Service: Activity Sheet: Branch Manager 1. Make 10 customer visits every week (Top 20% of profitable customers of branch) to maintain and enhance the relationships. 2. Scrutinize all service requests and AOFs being sent to RPC to ensure NIL rejections. 3. Conduct customer engagement program - every month. 4. Lobby Management to be done daily during peak hours. 5. Prepare staff roister, leave calendar and maker-checker seating arrangement 6. Inculcating first contact resolution and adherence to customer service mantras by employees at branch 7. Resolve customer queries through internal escalation matrix for enhanced service experience for customers 8. Implement usage of Product Database among employees for instant resolution of customer’s queries Principal Accountabilities – Compliance & Risk Management : 1. Ensure operations, risk control and process adherence at branches 2. Branch Audit scores 3. Fraud prevention 4. Ops risk monitoring 5. RBI audits, inspections and incognito visits Major Activities – Compliance & Risk Management 1. Ensuring operations and Risk control at branches in line with internal and regulatory guidelines as per Operations Manual and e-circulars issued from time to time 2. Checking, authorizing and verification of various reports • Irregularity report – Daily • Exception report – Daily • TOD reports – Daily • Pending IBRs to be responded – Daily • Second level verification of Mitra Committee Report- Daily • Format F (Expenditure) – Monthly • CAT 14 & CAT 15- TOD & Cheque Purchase- Fortnightly • Submission of Comp 1 – Monthly • Charge Taking Certificate - as and when required 3. Updation, maintenance and periodic checking of important registers • Fake notes register • Branch book • Complaints register/ book • Visitor book 4. Maintenance of keys of • Customer complaint box • One set of premises keys • Fake note box • Lockers Activity Sheet: Branch Manager 5. Physical verification of various security items • Surprise physical verification of cash, foreign currency, keys, gold coins, jewel loan packets and welcome kits – Monthly • Physical verification of original and duplicate keys – Quarterly • Physical verification of locker master keys and vacant locker keys – Quarterly 6. Checks to be done in respect of asset servicing • Non DRO branches- unreconciled open items as per data received from COPS-Repayment team • Ensuring that at least one authorized signatory available in the branch for signing NOC 7. Account sourcing – authorizing the KYC documents by checking the genuineness of the customers at the time of account opening 8. Monitoring outstanding long pending entries in office accounts 9. Checking all outstanding EDD cases (money laundering) 10. Clearing his/ her tray for all pending approvals 11. Closure of Key Audit Findings from IAD audits and observations of RRM visits 12. Quarterly compliance to audit requirements 13. Proper handling and reporting of RBI, and other regulatory audits at branches 14. Creating awareness among employees on fraud prevention, password protection and branch security Principal Accountabilities – Branch Profitability : 1. Growth in NII ( Net Interest Income) for branch 2. Growth in Asset business through branches 3. Increase Fee Income 4. Ensure Opex optimization 5. Manage cost of cash holding at branch Major Activities – Branch Profitability : 1. Enhance for CASA and Time Deposits through service led Sales at branches 2. Monitor daily inflow and outflow reports, GL reports and Day Book reports 3. Incremental growth in, home loans and auto loans sourcing at applicable locations 4. Activate specialized desks depending upon the catchment to generate fee income 5. Ensure optimal cash holdings at branch so as to reduce idle cash lying at branch 6. Increase in third party product penetration to enhance fee income opportunity Principal Accountabilities – Brand Administration : 1. Adhere to standardized Brand guidelines - inside the branch and outside the branch 2. Branch upkeep and maintenance – spic & span 3. Availability of necessary infrastructure in branch Activity Sheet: Branch Manager Major Activities – Brand Administration : 1. Monitor external appearance of the branch – fascia, directional signage, entrance, parking area 2. Review in Branch Look & Feel – lobby area, merchandising calendar for posters, seating arrangement etc on a daily basis 3. Proper ATM upkeep, notice board and posters 4. Ensure proper functioning of all branch equipments – PC, Printers, Xerox Machines, scanners, AC, DQM, CDM etc 5. All employees to be dressed well. 6. Ensure adherence guidelines at all workstations, storage area and common area Principal Accountabilities – Capability Building & Manpower Management : 1. Team Building 2. Training and Development 3. Manpower Planning Major Activities – Capability Building & Manpower Management : 1. Mentor / ensure mentoring of new joinees for first three months. 2. Job rotation for all employees once in six months 3. Briefing all employees on their role and expectations from them 4. Give structured feedback to employees on a regular basis 5. Conducting Saturday Workshops and in house training programs 6. Certification of employees on AMFI, IRDA and mandated E-Test and E-Learning by all employees in branch Other Responsibilities 1. Implement centrally-originated projects on customer service, automation, processes and compliance in the branch 2. Monitor specialized desks at branches 3. Follow up on legal cases pertaining to branch 4. Business continuity planning for the branch 5. Contribute to employee morale and plug employee turnover Performance Indicator Measure 1. Retail P&L Net interest Income Percentage achievement against target Fee Income Percentage achievement against target. We may need to include cross sell somewhere 2. GL Size of branches Current Accounts • Number of accounts • Incremental growth in balance • Average balance of account (Quality of account) Savings Accounts • Number of accounts • Incremental growth in balance • Average balance of account (Quality of account) what about salary accounts. Term Deposits • Retail penetration of deposits sourced • Incremental growth in deposits 3. Asset Targets (Specific to region being handled) Home Loans • % disbursement achievement against target. Please include loans against collateral Auto Loans • % disbursement achievement against target Personal Loans • % disbursement achievement against target 4. Overall Branch Health Customer Service Branch customer service scores Compliance IAD Audit Scores and fraud prevention

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 Has a reporting span of 6 10 Trade PSMs 2. Alignment is typically to the branch banking region (i.e., RBH) 3. Responsible for the achievement of business segment (i.e., non-individual) TFX Income target assigned to the branches 4. Responsible for increasing the trade client base 5. Builds the trade asset book (Export Credit, Import Finance, BG, LCBD, Domestic Trade Non-LC Bills) 6. Puts the catchment-wise strategy in place to scope TFX business opportunities 7. Engages with the BMs, RMs and other Sales team members to draw a plan to achieve the target 8. Provides the required product inputs / training to the stakeholders / builds the capability 9. Organises marketing events / activities in consultation with stakeholders 10. Builds the relationship with market makers like, CAs / Corporate Law Firms / Legal entities etc., 11. Monitors the key growth parameters in the portfolio and takes the corrective measures, in case of declining trend 12. Makes sales calls / client meetings along with the RMs / sales team 13. Assists the RMs / BMs in arriving at an appropriate TFX pricing applicable to the clients 14. Launches local / catchment specific contests campaigns etc., to build and sustain the momentum 15. Engages in periodical reviews with ABM and RBHs to analyse the gaps and puts the actionable in place as a corrective measure 16. Addresses the client specific issues, if any 17. Liases with back end and Trade Desks for the trns related aspects, wherever required 18. Works closely with various units (TAD, Compliance, Escrow, Legal, Ops, Product etc.,) for Capital Account Trns, and ensures flawless execution of trns 19. Engages with various industry associations like FIEO, EEPC, SEA etc., to promote the brand 20. Monitors and ensures that the branches are completing Trade KYC, Additional Due Diligence 21. Responsible for the compliance parameters of BoE / XAR pendency / MTTs

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

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

JOB PROFILE: Handing onroll team of Business Managers and generate life insurance business through them. CANDIDATE PROFILE: Candidate has to be Min.7 yrs experienced in life insurance agency channel sales with graduation. 4 years of team handling experience is mandatory Salary is MAX up to 15 lacs per annum.