Job Description
Apply
Branch Manager - Banking - (Delhi)
C
Change Leader
New Delhi, Delhi
Apply
5 hours ago
Full–time
JOB DESCRIPTION
Branch Manager - Banking (Delhi)
Experience: 8 to 16 Yrs
Location Interview : Hauz Khas (South Delhi)
JD is as below :
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 1 st 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 +0 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.
+. 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:
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
5. Physical verification of various security items
Surprise physical verification of cash, foreign currency, keys, gold coins, jewel loa 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
+. 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
Branch Manager - Banking - (Delhi)
C
Change Leader
New Delhi, Delhi
Apply
5 hours ago
Full–time
JOB DESCRIPTION
Branch Manager - Banking (Delhi)
Experience: 8 to 16 Yrs
Location Interview : Hauz Khas (South Delhi)
JD is as below :
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 1 st 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 +0 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.
+. 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:
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
5. Physical verification of various security items
Surprise physical verification of cash, foreign currency, keys, gold coins, jewel loa 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
+. 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
💡 Quick Summary
Seeking a career-building opportunity? The Branch Manager | Banking | |Delhi position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi 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.
