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Deputy Manager

7 - 10 yrs
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Not Disclosed by Recruiter Posted 30+ days ago Job Applicants: Less than 10 Job Views: 203

Job Description

 
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    Account
    Opening & Maintenance:

    Monitor the processes for corporate account opening , account
    maintenance & account closure related formalities as per YBL process.

    Handle corporate 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.

    Ensure adherence to process & documentation standards (e.g. , forms / checklists , welcome calling , approvals ,
    etc.)

    Ensure pro - active & sustained liaison with NOC , Product , Sales
    RM , etc. where required.

    Maintain strict vigilance on the quality of forms and
    documentation provided.

    Principal responsibilities include managing existing and new
    corporate & retail clients to maximize relationship building.

    Responsible for offering complete financial solutions to corporate
    clients including trade finance services , cash management BTI , Escrow , IWDW
    & others.

    Transactions
    Related:

    Ensure proper scrutiny of all transactional documents submitted by
    the customer vis - - vis branch checklist to ensure all that all necessary
    documents are submitted by the customer.

    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.

    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.

    Ensure that knowledge , skills & capabilities are built across
    entire team of Corp BSPs , so as to have internal back ups to ensure that work
    is not hampered in by absenteeism or resignations.

    Provide support to relationship managers & product sales
    managers for servicing corporate & retail clients meet clients where
    required , answer customer queries , coordinate with back office operations &
    facilitate their transactions as required to ensure total customer
    satisfaction.

    Service
    & Quality:

    Ensure that all people , process , data & systems in the branch
    are well attuned to deliver consistent & superior levels of service to all corporate
    customers.

    Ensure that adequate records & data pertaining to corporate customer
    queries and complaints is maintained & analysed for achieving greater
    process efficiency.

    Ensure daily / weekly monitoring & analyses of various data
    points & reports that have bearing on Customer Service & process
    adherence.

    Implementation
    of 5S , ISO 9001:2000 , Six Sigma standards & meet / exceed set quality
    parameters conforming to the standards.

    Responsible for handling customer enquiries and instructions , whilst
    ensuring that the Bank s delivery standards in achieving total customer
    satisfaction are met.

    Monitoring health of the customer accounts; & ensure timely escalation
    of issues impacting business and possible solutions to address the concerns.

    Audit
    & Compliance:

    Effectively Support & Handle Branch Audits by Internal ,
    External , Concurrent , Statutory & RBI auditors.

    Responsible
    for sensitizing each CSD team member on adherence of process & policies.

    Others:

    Maintain highest levels of discipline (punctuality , attendance ,
    grooming standards etc) in the office;

    Define goals & performance parameters for the team &
    guide / coach them in achieving the same.
    Ensure that the team understands the goals of the bank , the branch and
    also of other colleagues in the branch.

    Provide constructive feedback; identify training & development
    needs of the team & conduct training at frequent intervals to meet the
    training requirements.

    Lead , motivate , coach & develop staff. Conduct cross functional trainings within
    & across teams there by creating effective back up with in the team;

    Ensure timely escalation of issues that is impacting business and
    possible solutions to address the concerns to the CSDL.

    Must be thorough with banking processes , regulations &
    guidelines across retail products.

    Play an
    active role in new products , processes , systems roll out. Comply with bank
    policies and procedures to ensure safety and security of bank's and customer's assets

    Be involved in staff recruitment and appraisals.

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Operations/Processes/Finance/Legal

Role:Operations Manager

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile