Manager Client Relations

Job Description

*Roles and responsibility Sales & financial targets
• Maximise sales performance to achieve portfolio and revenue targets of the branch through:
• Liability products [current /savings /term deposits] & lockers
• Investment services & insurance
• Sme, cards & asset accounts
• Implement cross-sell programs for mortgage, cards and third-party products and improve product per customer
• Provide support for new product launches, and champion new sales initiatives
• Devise and implement a customer acquisition and retention program
• Nurture and upgrade the existing customer portfolio to excel banking/ priority banking
• Ensure adherence to cost control measures
• Managing the lobby of the branch, maintaining an ambience that would put customers at ease
• Candidate is aware of bank s mis-selling & sales policies and ensure adherence all the times.
Customer service
• Ensure all branch processes are followed as per laid down guidelines
• Monitor css and mystery shopping ratings and ensure continuous improvement if below benchmark
• Achieve good sq audit ratings
• Ensure pfm productivity is at optimum levels
People management
• Ensure branch staff work as a motivated and top performing sales and service team
• Achieve high employee satisfaction and retention of good performers
• Identify and address training needs of staff on an on-going basis
Others
• Mis reports and compliance on all operations health documents like kcd/kri/ops manual
• Ensure he/ she is fully aware of all the policies and procedures issued in relation to orma, group code of conduct, know your customer and money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer
• Ownership of the archival portfolio for the department / business.
• Liaising with the external vendors and ensure archival and retrieval is carried out in a manner as stated in the policy document without exception.
• Provide inputs to national archival manager on regular basis on status of archival for each department / business.
• Maintain mis with regard to documents archived with due acknowledgement from the vendor for each of the file.
• Perform regular kcs checks
• Ensure that the vendors meet the tat at all times with regard to retrieval.
• Premises management in areas of merchandising, housekeeping as well as store management as an employee, you are responsible for working with the bank to ensure a safe and healthy workplace 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
• As a manager you are also responsible for the health and safety aspects within your area of control. You need to ensure that:
• Your employees are adequately trained and supervised to perform their tasks in a safe manner.
• Your employees are free to raise any health and safety issues and these issues are addressed appropriately.
• The contractors working in your area or for you are working in a safe & healthy manner
Our ideal candidate
• Graduate/ post graduate
• At least 5-6 years of overall experience
• Banking knowledge
• Leadership skills
• Strong communication skills
• Customer orientation
• Sales focus
Role specific technical competencies
• Maximize sales performance to achieve portfolio and revenue targets of the branch core
• Ensure all branch processes are followed as per laid down guidelines core
• Ensure branch staff work as a motivated and top performing sales and service team core
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Keyskills :
code of conductkeeping things simplecost controlhuman skills