Position Branch Head – Retail Branch Banking

Work Location Pune

Date Posted Tuesday, December 14, 2010

Responsibilities

• Lead a result oriented team and is responsible for managing the Branch Profitability,
ensuring high quality service and Customer Relationship Management
• Own all branch-banking objectives and overall branch supervision
• Ensure achievement of overall Branch Targets by generating business and cross sales
• Key Customer Relationship Management & supervision of all High Net Worth customer
programs
• Ensure all components of the branch sales model function as per design
• Complaints Handling
• Review Branch Operations reports
• Branch Merchandising & co-ordination with Marketing at product level
• Review vault register
• Review Suspense & Dummy accounts
• Ensure compliance with Banking rules, Regulations & Procedures
• Periodic review of progress vs. objectives
• Ensure clarity of Business objectives among staff

Requirements

• Candidate must possess at least a Bachelor of Art, Bachelor of Commerce, Bachelor of

Science , Bachelor of Architecture, Bachelor of Business Administration, Bachelor of
Computer Application , Bachelor of Dental Surgery, Bachelor of Engineering/Technology,
Bachelor of Hotel Management, Bachelor of Law , Bachelor of Pharmacy , Master of Art ,
Master of Commerce , Master of Computer Application/Computer Science, Master of
Science, Master in Business Admin/Post Graduate Diploma in Business
Administration/Post Graduate Program in Management, Master of
Engineering/Technology, Chartered Accountancy, Company Secretary or Institute of Cost
Accountancy in Marketing or equivalent.
• At least 5 year(s) of working experience in the related field is required for this position.
• Preferably Senior Managers specializing in Banking/Financial Services or equivalent. Job
role in Retail Banking/Branch Operation or equivalent.

• 1 Full-Time positions available.

Job Description
Key Skills: Branch Head – Retail Branch Banking , Branch Profitability, generate business for bank,
lead the bank

Candidate must possess at least MBA, PGDBM, PGDBA

At least 5 year(s) of working experience in the related field is required for this position
Sales / Marketing skills
Team Management Skills
Interpersonal & Influencing skills
Good Relationship Management Skills
Knowledge of the Banking Industry & Financial Markets
Job Description
Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high
quality service and Customer Relationship Management
Own all branch-banking objectives and overall branch supervision
Ensure achievement of overall Branch Targets by generating business and cross sales
Key Customer Relationship Management & supervision of all High Net Worth customer programs
Ensure all components of the branch sales model function as per design
Complaints Handling
Review Branch Operations reports
Branch Merchandising & co-ordination with Marketing at product level
Review vault register
Review Suspense & Dummy accounts
Ensure compliance with Banking rules, Regulations & Procedures
Periodic review of progress vs. objectives
Ensure clarity of Business objectives among staff
Responsibilities

* Lead a result oriented team and

is responsible for managing the
Branch Profitability, ensuring high
quality service and Customer
Relationship Management

* Own all branch-banking

objectives and overall branch
supervision

* Ensure achievement of overall

Branch Targets by generating
business and cross sales

* Key Customer Relationship

Management & supervision of all
High Net Worth customer
programs

* Ensure all components of the

branch sales model function as
per design

* Complaints Handling
* Review Branch Operations
reports

* Branch Merchandising & co-

ordination with Marketing at
product level

* Review vault register

* Review Suspense & Dummy

accounts

* Ensure compliance with Banking

rules, Regulations & Procedures

* Periodic review of progress vs.

objectives

* Ensure clarity of Business

objectives among staff
Desired Profile Requirements

* Candidate must possess at least a Bachelor of Commerce,

Bachelor of Science , Bachelor of Business Administration or
Bachelor of Computer Application in
Finance/Accountancy/Banking, Business Studies/
Administration/ Management or equivalent.

* Required skill(s): Branch Manager, Team Handling.

* At least 5 year(s) of working experience in the related

field is required for this position.

* Preferably Senior Managers specializing in

Banking/Financial Services or equivalent. Job role in Retail
Banking/Branch Operation or equivalent.

* 10 Full-Time positions available.

Work Location West,Central,North Delhi

Designation Branch Head - Retail Liabilities
Job Description Responsibilities

* Lead a result oriented team and is responsible for

managing the Branch Profitability, ensuring high quality
service and Customer Relationship Management

* Own all branch-banking objectives and overall branch

supervision

* Ensure achievement of overall Branch Targets by

generating business and cross sales

* Key Customer Relationship Management & supervision of

all High Net Worth customer programs
 * Ensure all components of the branch sales model function
as per design

* Complaints Handling

* Review Branch Operations reports

* Branch Merchandising & co-ordination with Marketing at

product level

* Review vault register

* Review Suspense & Dummy accounts

* Ensure compliance with Banking rules, Regulations &

Procedures

* Periodic review of progress vs. objectives

* Ensure clarity of Business objectives among staff

• ADM is responsible for sourcing retail asset products.

• To maximise lead generation and plug leakage for maximising closures.
• To ensure BDR resourcing and training in association of product sales team.
• To ensure quality and efficient process to attain < 5% FTNR.
• To achieve desired PH ratio / managed portfolio penetration by working closely with PB &
RM.
• To monitor & review BDR activities daily, maintain sales reports & ensure BDR
productivity.
• To work closely with product sales team & act as 1 point contact for branch & product
team.
• To ensure branch is updated on all offers / policy / interest rates etc.
• To maintain customer intelligence in terms of customer profiles & competition offerings.
• To maintain merchandise and assets visibility in branch for customer ease.

Position Supervisor-Phone Banking

Work Location Delhi
Date Posted Saturday, February 26, 2011

Responsibilities

• To meet productivity measure in terms of Talk time, hold time, Service Levels and
penetration on the IVR
• Lead a team of Phone Banking agents/Phone Bankers - Train & retain Phone Banking
agents
• Should be able to supervise & lead a team/stimulate exemplary performance from team
members
• To meet the Customer Satisfaction Parameters and meet the defined service standards
• Ensure delivery of competent and consistent customer service, monitor Quality of
calls/Service standards and analyze results
 • Revenue generation through cross selling of the banks products.
• Increase Phone Banking usage (Penetration) - Encourage usage of the channel through
education/awareness drives for agents/ branches/customers.
• Besides the above, assignment of work will also include liaising with CPU, branches,
Clearing, IT and other departments to ensure timely resolution of issues
• Manage the day to day operations of the unit as per defined processes and ensure
compliance to audit guidelines
• Complaint management as per audit guidelines

Requirements

• Minimum Qualification shoul'd be Graduation.

• 4 -5 years experience in BPO Sales, Phone banking would be preferred.
• Excellent communication skills

process to attain < 5% FTNR.To achieve desired PH ratio / managed portfolio penetration by
working closely with PB & RM.

Relationship Manager - Retail Branch Banking

• Managing the High Net Worth customers of the Bank

• Achieving the Business targets assigned in terms of cross selling, enhancing and
upgrading the High Net Worth relationships.
• Profiling Customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the High Net Worth customers
• Providing Financial planning & Investment Advise
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit
Cards, Online trading etc
• One point contact for all requirements of High Net Worth customers in the Branch
• Acquisition & Servicing of High Net Worth customers

Branch Head -
Retail Branch
Banking - Retail
Liabilities
Job Description Responsibilities

* Lead a result oriented team and is responsible for managing the Branch
Profitability, ensuring high quality service and Customer Relationship
Management

* Own all branch-banking objectives and overall branch supervision

* Ensure achievement of overall Branch Targets by generating business and

cross sales

* Key Customer Relationship Management & supervision of all High Net Worth
customer programs

* Ensure all components of the branch sales model function as per design
 * Complaints Handling

* Review Branch Operations reports

* Branch Merchandising & co-ordination with Marketing at product level

* Review vault register

* Review Suspense & Dummy accounts

* Ensure compliance with Banking rules, Regulations & Procedures

* Periodic review of progress vs. objectives

* Ensure clarity of Business objectives among staff

Desired Profile Requirements

* Candidate must possess at least a Bachelor of Art, Bachelor of Commerce,

Bachelor of Science , Bachelor of Architecture, Bachelor of Business
Administration, Bachelor of Computer Application , Bachelor of
Engineering/Technology, Master of Art , Master of Commerce , Master of
Computer Application/Computer Science, Master in Business Admin/Post
Graduate Diploma in Business Administration/Pos t Graduate Program in
Management or Master of Engineering/Technology in Commerce, Finance/
Accountancy/ Banking or equivalent.

* At least 6 year(s) of working experience in the related field is required for

this position.

* Preferably Senior Managers specializing in Sales - Retail/General or

equivalent. Job role in Supervisor/Team Lead or Others.

* 1 Full-Time positions available.

Experience 6 - 10 Years
Industry Type Banking/Financial Services/Broking
Role Head/VP/GM-Relationships
Functional Area Banking, Insurance
Education UG - B.A,B.Arch,B.B.A,B.Com,B.Sc,B.Tech/B.E.,BCA
PG - M.A,M.Com,M.Tech,MBA/PGDM,MCA
Location Pune
Keywords Quality Service, Customer Relationship Management, Marketing, Cross Sales
Contact HR
HDFC Bank

• Branch administration
• Generate business, cross sell and monitor cross sales of Personal Bankers
• Responsible for acquisition through direct sales to walk-in as well as referrals from walk-
in customers
• Deepening of relationship with existing customers who walk-in, through cross sell of all
products and services
• Enhancing the value of existing accounts
• Retention of existing portfolio
 • Corporate salary processing
• Branch Operations and Audit Compliance

HDFC Bank Ltd was promoted in the year 1994 by the premier housing finance company of the
country, HDFC Ltd. The Bank commenced operations as a Scheduled Commercial Bank in January
1995.

Today the Bank has a nationwide network of over 1725 branches and 4232 ATMs spread over 779
towns and cities across India.

The Bank's American Depository Shares (ADS) are listed on the New York Stock Exchange (NYSE)
and the Global Depository Receipts (GDRs) are listed on Luxembourg Stock Exchange. The Bank has
been bestowed with numerous awards and accolades from top national and international agencies &
magazines.

HDFC Bank comprises of a dynamic and enthusiastic team determined to accomplish the vision of
becoming a World-class Indian bank. Our business philosophy is based on our four core values -
Customer Focus, Operational Excellence, Product Leadership and People. We believe that the
ultimate identity and success of our bank will reside in the exceptional quality of our people and
their extraordinary efforts. We are committed to hiring, developing, motivating and retaining the
best people in the industry

The Bank's objective is to build sound business franchises across distinct businesses so as to be a
preferred provider of banking services for target retail and wholesale customer segments. We are
committed to healthy growth in profitability while ensuring the highest levels of ethical standards,
professional integrity, corporate governance and regulatory compliance.

• Managing the High Net Worth customers of the Bank

• Achieving the Business targets assigned in terms of cross selling, enhancing
and upgrading the High Net Worth relationships.
• Profiling Customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the High Net Worth customers
• Providing Financial planning & Investment Advise
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex,
Credit Cards, Online trading etc
• One point contact for all requirements of High Net Worth customers in the
Branch
• Acquisition & Servicing of High Net Worth customers