Job Description
Role and Responsibilities
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 / BOM’s/ JOs on a weekly basis.
2. Review and handhold BOM’s & 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.
Activity Sheet:
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.
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
Please send your CV with below details if this suits your requirement:
1. Current Salary –( Fix + Variable)
2. Expected CTC :
3. Current Employer –( if working)
4. Current Location
5. Notice Period –( if working)
6. Ok for Work from Office from Ahmedabad and Surat Location-
7. Total years of experience as Branch Manager role ( in years)
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 / BOM’s/ JOs on a weekly basis.
2. Review and handhold BOM’s & 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.
Activity Sheet:
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.
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
Please send your CV with below details if this suits your requirement:
1. Current Salary –( Fix + Variable)
2. Expected CTC :
3. Current Employer –( if working)
4. Current Location
5. Notice Period –( if working)
6. Ok for Work from Office from Ahmedabad and Surat Location-
7. Total years of experience as Branch Manager role ( in years)
💡 Quick Summary
Seeking a career-building opportunity? The Branch Manager- position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.