Job Description
1.
Account Opening & Maintenance:
ü Monitor the processes for
account opening, account maintenance & account closure related
formalities as per YBL process
ü Handle customers’ enquiries
and instructions, whilst ensuring that the Bank’s delivery standards are met
in achieving total customer satisfaction. e.g. timely checking of account
opening documentation, opening of Accounts etc.
ü Ensure adherence to process
& documentation standards (e.g.,forms/checklists, welcome calling,
approvals, etc.)
ü Ensure pro-active &
sustained liaison with NOC, Product, Sales RM, etc. where required
ü Maintain strict vigilance on
the quality of forms and documentation provided
ü Ensure timely follow up with
Sales RMs of all BUs for resolution of any outstanding deferrals.
2.
Transactions Related:
ü Ensure all the counters are
opened and staff is ready to service client’s atleast 15 minutes before the
customer timings
ü Ensure proper scrutiny of all
transactional documents submitted by the customer vis-à-vis branch checklist
to ensure all that all necessary documents are submitted by the customer
ü Support the Business
Managers/Business Heads/Financial control team in preparation of any audit
related deliverables i.e. internal /external concerning a transaction
executed for a corporate client.
ü Address all transaction
related enquiries i.e. pre, during & post transaction processing &
escalations
ü Ensure strong monitoring of
all transactions in the branch & maintain accurate / strong MIS for the
branch. The same may be needed by the bank for overall management of branch
processes & business planning
ü Ensure frequent monitoring of
all over-aged cases (deferrals, pending items, etc.) & appropriate
escalation of the same in a timely & balanced manner to the senior
management
ü Ensure that knowledge, skills
& capabilities are built across entire team of BSPs, so as to have
internal backups to ensure that work is not hampered in by absenteeism or
resignations
Account Opening & Maintenance:
ü Monitor the processes for
account opening, account maintenance & account closure related
formalities as per YBL process
ü Handle customers’ enquiries
and instructions, whilst ensuring that the Bank’s delivery standards are met
in achieving total customer satisfaction. e.g. timely checking of account
opening documentation, opening of Accounts etc.
ü Ensure adherence to process
& documentation standards (e.g.,forms/checklists, welcome calling,
approvals, etc.)
ü Ensure pro-active &
sustained liaison with NOC, Product, Sales RM, etc. where required
ü Maintain strict vigilance on
the quality of forms and documentation provided
ü Ensure timely follow up with
Sales RMs of all BUs for resolution of any outstanding deferrals.
2.
Transactions Related:
ü Ensure all the counters are
opened and staff is ready to service client’s atleast 15 minutes before the
customer timings
ü Ensure proper scrutiny of all
transactional documents submitted by the customer vis-à-vis branch checklist
to ensure all that all necessary documents are submitted by the customer
ü Support the Business
Managers/Business Heads/Financial control team in preparation of any audit
related deliverables i.e. internal /external concerning a transaction
executed for a corporate client.
ü Address all transaction
related enquiries i.e. pre, during & post transaction processing &
escalations
ü Ensure strong monitoring of
all transactions in the branch & maintain accurate / strong MIS for the
branch. The same may be needed by the bank for overall management of branch
processes & business planning
ü Ensure frequent monitoring of
all over-aged cases (deferrals, pending items, etc.) & appropriate
escalation of the same in a timely & balanced manner to the senior
management
ü Ensure that knowledge, skills
& capabilities are built across entire team of BSPs, so as to have
internal backups to ensure that work is not hampered in by absenteeism or
resignations
💡 Quick Summary
Seeking a career-building opportunity? The Deputy Branch Manager position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.
