Branch Relationship Manager

2 days ago

Delhi, India IDFC FIRST Bank Full time
Function/ Department: Branch Relationship Manager

Job Purpose:

The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals, and managing deliverables.

Roles & Responsibilities:

Primary Responsibilities:

- CASA values build up and new client acquisition.- Ensure effective client engagement leading to cross sell.- Increase in 'Product holding per customer' within mapped portfolio.- Ensure all the clients engaged are profiled and presented with suitable banking products.- Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.- Ensure monthly operating plan is met to improve scorecard and decile rankings.- Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement.- Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.- Custodian of the branch vault, manage vault limits, cash, and non-cash transactions.- Ensure Nil instances of cash shortage or excess at teller counter.- Updating the key registers regularly and reviewing branch reports like end of day (EOD) cash position report LTR, Instruments issued etc.- Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.- Ensure strict adherence to the bank policies and compliance.

Secondary Responsibilities:

- Perform audit and ensure compliance to internal and external regulations and guidelines.- Provide best in-class customer service to all clients to become their primary banker.

-

Qualifications

- Minimum 4-6 years in Branch Banking- Has hands on exp with portfolio management and HNI Handling- Strong communication and interpersonal skills

  • Branch Relationship Manager

    6 days ago

    Delhi, India IDFC FIRST Bank Full time

    Function/ Department:Branch Relationship ManagerJob Purpose:The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in...

  • Branch relationship manager

    5 days ago

    Delhi, India IDFC FIRST Bank Full time

    Function/ Department: Branch Relationship ManagerJob Purpose:The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in...

  • Branch Relationship Manager

    5 days ago

    Delhi, India IDFC FIRST Bank Full time

    Function/ Department: Branch Relationship Manager Job Purpose:The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in...

  • Branch Relationship Manager

    4 days ago

    New Delhi, India IDFC FIRST Bank Full time

    Function/ Department: Branch Relationship Manager Job Purpose:The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in...

  • Branch Relationship Executive

    6 months ago

    South Delhi, Delhi, Delhi, India Innovsource Pvt Ltd Full time

    Designation(1) Branch Relationship Executive *Qualification-12th Pass Graduate Salary - 10k to 19k in-hand+PF+ ESI+ Good Incentive Job Location - Noida, Delhi Noted **Salary**: ₹10,000.00 - ₹18,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift

  • Branch Executive

    3 months ago

    Delhi, Delhi, India Kankei Relationship Marketing Services Pvt Ltd Full time

    Hello Jobseeker, Greetings from Tiger Pug Commerce Pvt Ltd. Looking for Junior Executive at Branch Level in Tiger Pug Commerce Pvt Ltd at multiple locations - Faridabad, Bengaluru, Hyderabad, Noida, Chennai, Kolkata, Ahmedabad. Role will be Operation, Accounts, Inventory, GST & Administration related work. Interested please share updated resume with the...

  • Relationship Manager

    3 months ago

    New Delhi, India Tata AIA Life Insurance Full time

    APosition Overview Position Title Relationship Manager –Branch Department Partnership Distribution Level/ Band Role Summary: ·Provide support in Sales of Life Insurance business to equity & securitiescustomersatHDFC Securities branches& at customer premisesacross assigned locations B Organizational Relationships Reports To AM/ TM ...

  • Branch Manager

    4 weeks ago

    delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Branch Manager - Direct Sales B. Location: Delhi C. Position: 19 D. Experience: 0-3 Years E. CTC: Rs.2.00 to Rs.4.00 LPA F. Qualifications: Minimum 10th Pass. Proficiency in MS Excel G. Job Purpose : The Branch Manager - Direct Sales is responsible for offering customized insurance solutions to meet the diverse financial needs of customers....

  • Branch Manager

    2 days ago

    Delhi, India HDFC Bank Limited Full time

    Job Description- Plays a pivotal role in driving growth, profitability, and customer satisfaction within the Retail Banking segment.- Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk.- Ownership of Underperforming RMs basis K.O...

  • Relationship Manager

    4 weeks ago

    delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BMB. Internal Designation: Executive / Sr ExecutiveC. Job Role: Relationship ManagerD. Reporting to: Business ManagerE. Sub LOB / Department: Bancassurance & FINCAREF. Location: Branch Offices-Pathanmthitta, KeralaG. Experience: 1-2 years of relevant...

  • IDFC FIRST Bank | Branch Relationship Manager | delhi

    5 days ago

    delhi, India IDFC FIRST Bank Full time

    Function/ Department: Branch Relationship Manager Job Purpose: The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the...

  • Branch manager

    1 month ago

    Delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Branch Manager - Direct SalesB. Location: DelhiC. Position: 19D. Experience: 0-3 YearsE. CTC: Rs.2.00 to Rs.4.00 LPAF. Qualifications: Minimum 10th Pass. Proficiency in MS ExcelG. Job Purpose :The Branch Manager - Direct Sales is responsible for offering customized insurance solutions to meet the diverse financial needs of customers. This role...

  • Branch Manager

    1 month ago

    Delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Branch Manager - Direct SalesB. Location: DelhiC. Position: 19D. Experience: 0-3 YearsE. CTC: Rs.2.00 to Rs.4.00 LPAF. Qualifications: Minimum 10th Pass. Proficiency in MS ExcelG. Job Purpose :The Branch Manager - Direct Sales is responsible for offering customized insurance solutions to meet the diverse financial needs of customers. This role...

  • Relationship Manager

    4 weeks ago

    Delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BMB. Internal Designation: Executive / Sr ExecutiveC. Job Role: Relationship ManagerD. Reporting to: Business ManagerE. Sub LOB / Department: Bancassurance & FINCAREF. Location: Branch Offices-Pathanmthitta, KeralaG. Experience: 1-2 years of relevant...

  • Relationship Manager

    4 weeks ago

    Delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Position Title: Relationship Manager / Senior RM / Executive RM / Assistant Business Manager / Deputy BMB. Internal Designation: Executive / Sr ExecutiveC. Job Role: Relationship ManagerD. Reporting to: Business ManagerE. Sub LOB / Department: Bancassurance & FINCAREF. Location: Branch Offices-Pathanmthitta, KeralaG. Experience:1-2 years of relevant sales...

  • Branch Manager

    1 month ago

    Delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Branch Manager - Direct SalesB. Location: DelhiC. Position: 19D. Experience: 0-3 YearsE. CTC: Rs.2.00 to Rs.4.00 LPAF. Qualifications: Minimum 10th Pass. Proficiency in MS ExcelG. Job Purpose:- The Branch Manager - Direct Sales is responsible for offering customized insurance solutions to meet the diverse financial needs of customers. This role...

  • Overseas Branch Manager

    3 months ago

    New Delhi, India HireBloc Full time

    Overview:The BranchManager plays a key role in overseeing the operations andperformance of a specific branch within the organization. They areresponsible for ensuring that the branch meets its financial goalsdelivering exceptional customer service and managing a team ofemployees. The Branch Manager is essential in driving businessgrowth maintaining strong...

  • Branch Manager

    4 weeks ago

    Delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Branch Manager - Direct SalesB. Location: DelhiC. Position: 19D. Experience: 0-3 YearsE. Experience: At least 6 monthsof relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).F. CTC: Rs. 3.00 LPA to 6.25 LPA on case to case basis plus performance based Incentives.Special Benefits:Lowest...

  • Branch Manager

    4 weeks ago

    Delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Branch Manager - Direct SalesB. Location: DelhiC. Position: 19D. Experience: 0-3 YearsE. Experience: At least 6 monthsof relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).F. CTC: Rs. 3.00 LPA to 6.25 LPA on case to case basis plus performance based Incentives.Special Benefits:Lowest...

  • Branch Manager

    4 weeks ago

    Delhi, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Branch Manager - Direct SalesB. Location: DelhiC. Position: 19D. Experience: 0-3 YearsE. Experience: At least 6 months of relevant sales experience, preferably in the insurance industry (Bancassurance experience is highly preferred).F. CTC: Rs. 3.00 LPA to 6.25 LPA on case to case basis plus performance based Incentives.1. Special Benefits:-...