2978 Branch Management Jobs - Page 33

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger Senior Manager 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 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. 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. 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 and drive. Go getter attitude. Self motivated with a passion to achieve.

About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements :: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter Application: If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail tosmitha.nair@kotak.comPlease mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business group "

About The Role Job role: Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Job Requirements :Qualification - Graduate MBASkills & Experience Customer relationship management skills - Sales and service orientation

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channelDesired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channelDesired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role Posting Description for Internal Candidates Enter Custom Internal Posting Description Short Description for Internal Candidates Description for Internal Candidates Job Role : Source merchantswho need POS/EDC terminals/Bharat QR (Merchant acquiring)in the local market Work with mapped branches and sales teams for lead generation and closure Meet customers, understands needs, negotiate on pricing, close AOFs Generate independent leads from references and close them proactively. Understanding of KYC, costing, pricing, subvention, etc Generate performance reports and identify gaps/opportunities and Drive topline revenue Retain clients by building relationship and growing portfolios Job Requirement : 2-4 years of experience in sales of POS business with a reputed bank or merchant acquirer Deep understanding of Merchant Acquiring business Proficient in MS Office (MS Word, Excel, Powerpoint) Understanding of acceptable KYC Written and verbal knowledge of English and the local language in the market Presentable and dynamic Same Posting Description for Internal and External CandidatesSame Posting Description for Internal and External Candidates

About The Role 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

About The Role Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches OperationsTo handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role Role: 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 Requirement: 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 IRDAPost Graduate - 2 -4 years of experience AMFI IRDA

About The Role To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.Quality of advice given to customers as determined by customers and supervisor.Speed and efficiency of service given.Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.Cross-sale of assets products.Back-up to relationship managers holding HNI relationships.Ensure low attrition ratios.Customer acquisition through referrals from existing customers.Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channelDesired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role Job Role: Lead a team of Relationship officers -Customer Engagement (ROCE) in the region to manage Cat C & D portfolio as assigned by VRM CEC. Lead Conversion - Meeting benchmark Conversion of leads as budgeted from time to time as generated by Customer experience Centre(CEC) and central campaigns/triggers by CVMHO team Ensure superior ground coverage of the customers mapped to VRM and ROCE team Drive portfolio objectives through RO CEs - Category upgrades, Casa deepening, Digital adoption, GPH improvement, GSA improvement NPS Ensuring on ground Customer experience translates into desired NPS at a portfolio level Job Requirements: Graduate with min 12 years, or Post Graduate with a min of 8-10 years of experience Experience of managing a large feet on street 20+, team remotely. Experience field sales in BFSI preferred. Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities. Team Player with deep sense of working in matrix structures.

About The Role Job Role: Lead a team of Relationship officers -Customer Engagement (ROCE) in the region to manage Cat C & D portfolio as assigned by VRM CEC. Lead Conversion - Meeting benchmark Conversion of leads as budgeted from time to time as generated by Customer experience Centre(CEC) and central campaigns/triggers by CVMHO team Ensure superior ground coverage of the customers mapped to VRM and ROCE team Drive portfolio objectives through RO CEs - Category upgrades, Casa deepening, Digital adoption, GPH improvement, GSA improvement NPS Ensuring on ground Customer experience translates into desired NPS at a portfolio level Job Requirements: Graduate with min 12 years, or Post Graduate with a min of 8-10 years of experience Experience of managing a large feet on street 20+, team remotely. Experience field sales in BFSI preferred. Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities. Team Player with deep sense of working in matrix structures.

About The Role Responsible for the achievement of TFX targets assigned to the branches/channels Takes care ofabout 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 opportunitiesin 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 Needs to have a good knowledge of Local market. Must have experience in that Geography To understand clients business & provide appropriate products To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement: Graduate MBA Experience3-4 years in the local market, preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- healthcare loan, amount, rate & fees. Should have good oral and written Communication skills. Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, supply chain

About The Role Job Profile Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI IRDA Post Graduate - 2 -4 years of experience AMFI IRDA

UMR S No. Details Description 1 JD# 2 Domain Customer Service 3 Category Voice 4 Level 1A Associate level 5 Educational Qualification Graduate / HSC 6 Experience Worked in service Industry Experience of 6 months and above desirable. Experience in call center will be an advantage. 7 Age 8 Communication Skill required Voice Clarity Accent Neutrality Fluency in English Grammar 9 Ability Skill Required (Tech test, Keyboard navigation, Aptitude test, Other domain specific tests) Knowledge of basic computer operations Willingness to rotate shifts, as needed Courteous with strong customer service orientation. Dependable with attention to detail. Good listening and speaking skills. Willingness to learn. Good sales skills. 10 Client mandated test (Contractual) Reference Check (PI) Culture Fitment Check (PI) Stability Check (PI) Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Mandatory Skills: Provider Inbound.

Branch Manager Requirement Candidate has 7+ years in retail branch banking and at least 2+ years as a BM Should have the top 2 rating Stable profile Candidates from Banks only Age Max up to 35 Years Required Candidate profile The candidate will be responsible for sales and operations of the branch The Candidate Should be local Interested candidates can share cv on seema@synergyinnovation.org or WhatsApp cv (8448616374)

1. Student acquisition activities/BTL/tutorial references & school engagement for the branch. 2.Create a welcoming environment and service standard at branch. 3.Be responsible for hiring, rostering, motivating and retaining the team Required Candidate profile Need to have excellent team leading and communication skills

Roles and Responsibilities Manage branch operations, ensuring efficient use of resources and adherence to bank policies. Develop and implement strategies to increase revenue growth through effective cross-selling techniques. Lead a team of sales professionals, providing guidance on product knowledge, customer service standards, and performance management. Foster strong relationships with customers by understanding their needs and preferences. Ensure compliance with regulatory requirements and maintain high levels of security protocols. Desired Candidate Profile 5-10 years of experience in Branch Banking or related field (preferably from BFSI industry). Strong understanding of retail liabilities, branch handling, branch management, team handling, and retail branch banking principles. Excellent communication skills for effective leadership and customer interaction. Ability to analyze data to drive business decisions and improve operational efficiency.

1. Student acquisition activities/BTL/tutorial references & school engagement for the branch. 2.Create a welcoming environment and service standard at branch. 3.Be responsible for hiring, rostering, motivating and retaining the team Required Candidate profile Need to have excellent team leading and communication skills

1. Student acquisition activities/BTL/tutorial references & school engagement for the branch. 2.Create a welcoming environment and service standard at branch. 3.Be responsible for hiring, rostering, motivating and retaining the team Required Candidate profile Need to have excellent team leading and communication skills