Branch Manager - Banking

- Responsible for managing business of the branch and supervise service to all bank customers i.e. RL, Wealth, Credit Card Corporate Banking & SME.

- Ownership of P & L of the branch along with number targets for the branch.

- Responsible for guiding and mentoring branch staff (sales and service) for enhancing productivity and flawless customer service.

- Daily morning huddle with branch staff with agenda as mentioned below :

- Business of the previous day and key achievements of the previous day.

- Discussion on any new process /Product/Service or changes in process and check awareness level of branch staff for sales and service related process.

- Update on ongoing contest and action plan to improve performance in the contest.

- Appreciate and recognize key achiever of the day and key achievement can be either in sales or service or both.

- Any unusual event at the branch or bank and learning/ precautions at the branch.

- Liaison with various departments like Training, BCU, Clearing, CPC, Compliance, Trade Services and various support functions of the bank for seamless business of the branch.

- Closely track business pipelines of ROs, BRMs and BBRMs across various products and ensure that pipelines are in line with business target of the branch through the KISSS System/SIEBEL CRM.

- Closely track Welcome Call quality and random check of customer profile sheet of newly acquired customers before being processed for account opening.

- Closely track all customer engagement initiative and ensure flawless execution of task assigned to branch team.

- Reviews with sales manager-Quality and quantity of acquisition and ensuring OASIS functions seamlessly at the branch.

- Tracking SOPs/Training of ROs, BRMs, and BBRMs and providing valuable inputs for scoring better SOP scores.

- Fortnightly check of BRM and BBRM file containing customer profile sheet and risk profiler and ensuring that each and every customer mapped to these roles are profiled properly.

- Regular calls ( at least 20 calls per week ) with BRMs, BBRMs, Sales Team and ROs and meet existing key clients and potential key prospects being followed by BRMs, BBRMs, Sales Team and ROs .

- Closely track branch rating and continuously work on areas for improving scores for branch rating.

- Cleanliness and hygiene of the branch premises.

- Surprise verification of deliverable and vault / FRFC as per defined frequency and ensure zero error in deliverable and vault / FRFC maintenance.

- Timely submission of compliance certificate after checking detail of each and every item of the check list.

- Daily checking of EOD reports (generated at BOD at the branch) and signing off the reports.

- Monitoring the various BCU reports and taking action wherever required.

- Daily check of visitors- book for customers/visitors- comment and appropriate action on time with sign off on register.

- Champion for Business Continuity Plan (BCP) along with Service Manager.