Qureos Mentor

SkillLabs

<div>
 
 Roles And Responsibilities
 
 
 
 
 Job Purpose
 
 
 
 <ul>
 <li>
 Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for
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 Acquiring new Bank's HNW relationships.
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 To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
 
 
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 </ul>
 
 (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention)
 
 
 
 <ul>
 <li>
 Liaising with branch staff to flag eligible customers form HNW portfolio
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 Acquire new customers who meet product criteria
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 Regular interaction with the customer to build rapport to understand and update the profile.
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 Enhance the Overall value/book size of the portfolio
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 Maintain the overall quality / hygiene parameters of the portfolio
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 Cross selling products of the bank based on the customer need
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 Joint calls being done along with Supervisor as per defined process
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 Advisory services to be offered based on the requirement
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 Achieving MTD and YTD Revenue Targets
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 Attrition control of customers
 
 
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 </ul>
 
 Operations, Marketing &amp; Processes
 
 
 
 <ul>
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 Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
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 Ensure KYC / AML norms are adhered to at all points of time
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 Ensure that norms are adhered to for individuals workstation
 
 
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 </ul>
 
 Increase In Wallet Share
 
 
 
 <ul>
 <li>
 Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop &amp; solution for all banking needs of the HNW Customer
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 <li>
 Sales to family members and associates (all network)
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 Ensure that optimal levels of Income generating is reached
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 Product Penetration &amp; contribution towards focused product
 
 
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 </ul>
 
 Customer Service
 
 
 
 <ul>
 <li>
 Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.
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 Customer is informed about any regulatory or process change. Keep the customer updated on program features.
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 Ensure timely customer communication on requests and concerns raised.
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 Proactive complaint management through feedback from customers.
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 Promoting all direct banking channels and ensuring that the customer is utilizing the same
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 <li>
 Ensure smooth transition of handover/takeover of the portfolio
 
 
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 </ul>
 
 Key Skills
 
 
 
 <ul>
 <li>
 Sales and Influencing Skills
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 <li>
 Banking Product &amp; Process Knowledge
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 NRI Product and Regulatory Knowledge
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 Planning and Organizing Skills
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 Good Communication skills
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 <li>
 Knowledge of Competition &amp; Current trends in financial Industry.
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 <li>
 IRDA Certification
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 NCFM Certification (Optional)
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 Exposure to Portfolio Management segment
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 </ul>
</div>

Relationship Manager - HNI - Branch Banking

<div>
 In this profile you will manage the assigned branch &amp; run it as a profit centre by managing the revenues &amp; operations as per the compliances. Handle branch operations &amp; work on per client revenue by targeting TPP X-selling, Liability Acquisition.
 
 
 
 Required Candidate Profile
 
 
 
 Prior experience as branch manager will be an add on. Rich experience in client acquisition, portfolio management, compliance management &amp; team handling.
 
 
 
 Job Role And Responsibilities
 
 
 
 <ul>
 <li>
 Responsible for the administration and efficient daily operation of a full service branch office, including lending, product sales, customer service, and security and safety in accordance with the Bank's objectives
 </li>
 <li>
 Enhance and contribute in the growth of the company through Business Development
 </li>
 <li>
 Provision of a superior level of customer relations and promotion of the sales and service culture through coaching, guidance and staff motivation
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
 </li>
 <li>
 Maintain AOP (Annual Operating Plan) for the financial year i.e. to prepare and track product (liability, assets and fees) wise
 </li>
 <li>
 Weekly/monthly reviews for outbound and as well as for inbound sales
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 Prepare and review monthly activity calendar of outbound activities for RM,BSM/SOs on a weekly basis.
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 Ensure proper on-boarding of all new customers acquired
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 Cross-sell of products with new and as well as with existing customers
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 Conduct daily morning huddles to discuss daily plan and agenda for employees
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 Segment the customer within the catchments of the branch to increase the Journal-Ledger base of the branch
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 <li>
 Capability building and manpower management
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 <li>
 Mentor/Guide new joinees as well as existing branch employees
 </li>
 <li>
 Brief employees on their role and expectations from them
 </li>
 <li>
 Provide timely feedback to employees on a regular basis (structured feedback)
 </li>
 <li>
 Conduct workshops and training programs for the employees
 
 
 </li>
 </ul>
 
 Deliverables
 
 
 
 Achieve incremental targets for CASA, Fixed Deposits and loans, and achieve fee in terms of Mutual Funds, Gold etc.
 
 
 Maintain a healthy asset and liability book i.e., Journal Ledger growth
 
 
 
 Customer Service
 
 
 
 <ul>
 <li>
 Manage key branch relationships
 </li>
 <li>
 Ensure wait time within permissible limits as per segmental service approach
 </li>
 <li>
 Achieve customer service index scores target
 </li>
 <li>
 Ensuring no escalations at branch and complaint handling
 
 
 </li>
 </ul>
 
 Compliance And Risk Management
 
 
 
 <ul>
 <li>
 Ensure operations, risk control and process adherence at branches
 </li>
 <li>
 Ensure RBI audits, inspections
 </li>
 <li>
 Maintain branch audit scores
 
 
 </li>
 </ul>
 
 Skills And Competencies
 
 
 
 <ul>
 <li>
 Analytical Skills
 </li>
 <li>
 Good Communication Skills
 </li>
 <li>
 Knowledge and understanding of banking products and services
 </li>
 <li>
 Strong network within and outside the branch
 </li>
 <li>
 Current-Account Knowledge
 </li>
 <li>
 Team handling skills
 </li>
 </ul>
</div>

Branch Manager - Retail Branch Banking

<div>
 In this profile you will manage the assigned branch &amp; run it as a profit centre by managing the revenues &amp; operations as per the compliances. Handle branch operations &amp; work on per client revenue by targeting TPP X-selling, Liability Acquisition.
 
 
 
 Required Candidate Profile
 
 
 
 Prior experience as branch manager will be an add on. Rich experience in client acquisition, portfolio management, compliance management &amp; team handling.
 
 
 
 Job Role And Responsibilities
 
 
 
 <ul>
 <li>
 Responsible for the administration and efficient daily operation of a full service branch office, including lending, product sales, customer service, and security and safety in accordance with the Bank's objectives
 </li>
 <li>
 Enhance and contribute in the growth of the company through Business Development
 </li>
 <li>
 Provision of a superior level of customer relations and promotion of the sales and service culture through coaching, guidance and staff motivation
 </li>
 <li>
 Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
 </li>
 <li>
 Maintain AOP (Annual Operating Plan) for the financial year i.e. to prepare and track product (liability, assets and fees) wise
 </li>
 <li>
 Weekly/monthly reviews for outbound and as well as for inbound sales
 </li>
 <li>
 Capability building and manpower management
 </li>
 <li>
 Mentor/Guide new joinees as well as existing branch employees
 </li>
 <li>
 Brief employees on their role and expectations from them
 </li>
 <li>
 Provide timely feedback to employees on a regular basis (structured feedback)
 </li>
 <li>
 Conduct workshops and training programs for the employees
 
 
 </li>
 </ul>
 
 Deliverables
 
 
 
 Achieve incremental targets for CASA, Fixed Deposits and loans, and achieve fee in terms of Mutual Funds, Gold etc.
 
 
 Maintain a healthy asset and liability book i.e., Journal Ledger growth
 
 
 
 Customer Service
 
 
 
 <ul>
 <li>
 Manage key branch relationships
 </li>
 <li>
 Ensure wait time within permissible limits as per segmental service approach
 </li>
 <li>
 Achieve customer service index scores target
 </li>
 <li>
 Ensuring no escalations at branch and complaint handling
 
 
 </li>
 </ul>
 
 Compliance And Risk Management
 
 
 
 <ul>
 <li>
 Ensure operations, risk control and process adherence at branches
 </li>
 <li>
 Ensure RBI audits, inspections
 </li>
 <li>
 Maintain branch audit scores
 
 
 </li>
 </ul>
 
 Branch Profitability
 
 
 
 <ul>
 <li>
 Ensure Growth in NII (Net Interest Income) for branch
 </li>
 <li>
 Increase fee income
 </li>
 <li>
 Ensure OPEX optimization (to reduce operational cost)
 </li>
 <li>
 Manage cost of cash holding at branch
 
 
 </li>
 </ul>
 
 Skills And Competencies
 
 
 
 <ul>
 <li>
 Analytical Skills
 </li>
 <li>
 Good Communication Skills
 </li>
 <li>
 Knowledge and understanding of banking products and services
 </li>
 <li>
 Strong network within and outside the branch
 </li>
 <li>
 Current-Account Knowledge
 </li>
 <li>
 Team handling skills
 </li>
 </ul>
</div>

Join SkillLabs and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

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ABOUT_COMPANY

Relationship Manager - HNI - Branch Banking

Branch Manager - Retail Branch Banking

Branch Manager - Retail Branch Banking