Job Description
Role Responsibilities
Strategy
• Maximize sales performance to achieve given revenue targets of the BSSM/SM and branch through liability products Current /Savings /Term deposits, wealth management products and asset related products (secured, unsecured)
• Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme. Improve product per customer holding.
• Provide support for new product launches, and champion new sales initiatives
• Nurture and upgrade the existing customer portfolio to premium banking
• Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints
• Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service
Business
• Monitor and track transaction volumes and ensure effective transaction migration to alternate channels of banking
• Ensure PFM and service managers’ productivity are at optimum levels
• Ensure adherence to cost control measures- ensure costs are managed within budgets
• Managing the lobby of the branch, maintaining an ambience that would put customers at ease
• He/She is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the times.
Processes
• Responsible for health and safety for all. As part of the Health and Safety guidelines you should:
• Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; Co-operate with Management to support and promote Health and safety in the workplace;
• Ensure that your actions do not put others at risk; Work in a healthy and safe manner;
• Encourage others to work in a healthy and safe manner;
• Report all accidents and incidents and bring to the attention of the management any hazard in the workplace
People and Talent
• Drive and embed a strong performance culture through inspiring and motivating and rigorous performance management discipline.
• Achieve high employee engagement and satisfaction. Retain talent, check attrition
• Identify and address training and development needs of staff on an on-going basis
Risk Management
• Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD and Money laundering prevention and ensure compliance thereto. Any suspicious transaction must immediately be reported as per guidelines
• Premises management in areas of merchandising, housekeeping as well as store management. Branch upkeep and maintenance
Governance
Strategy
• Maximize sales performance to achieve given revenue targets of the BSSM/SM and branch through liability products Current /Savings /Term deposits, wealth management products and asset related products (secured, unsecured)
• Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer acquisition and retention programme. Improve product per customer holding.
• Provide support for new product launches, and champion new sales initiatives
• Nurture and upgrade the existing customer portfolio to premium banking
• Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints
• Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service
Business
• Monitor and track transaction volumes and ensure effective transaction migration to alternate channels of banking
• Ensure PFM and service managers’ productivity are at optimum levels
• Ensure adherence to cost control measures- ensure costs are managed within budgets
• Managing the lobby of the branch, maintaining an ambience that would put customers at ease
• He/She is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the times.
Processes
• Responsible for health and safety for all. As part of the Health and Safety guidelines you should:
• Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; Co-operate with Management to support and promote Health and safety in the workplace;
• Ensure that your actions do not put others at risk; Work in a healthy and safe manner;
• Encourage others to work in a healthy and safe manner;
• Report all accidents and incidents and bring to the attention of the management any hazard in the workplace
People and Talent
• Drive and embed a strong performance culture through inspiring and motivating and rigorous performance management discipline.
• Achieve high employee engagement and satisfaction. Retain talent, check attrition
• Identify and address training and development needs of staff on an on-going basis
Risk Management
• Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD and Money laundering prevention and ensure compliance thereto. Any suspicious transaction must immediately be reported as per guidelines
• Premises management in areas of merchandising, housekeeping as well as store management. Branch upkeep and maintenance
Governance
💡 Quick Summary
Seeking a career-building opportunity? The Manager Customer Relations position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
