Branch Manager
In charge of managing, performance, and operations of a particular branch of a business or organisation, a branch manager is essential. The following provides a thorough outline of the duties, responsibilities, and essential elements of the function of a branch manager.
Branch Manager Position and Duties
Principal Charges
Operational Management: Oversee the branch’s day-to-day operations, personnel supervision, and customer service.
Sales and Business Development: Use customer relationship management, marketing campaigns, and strategic planning to achieve sales goals and expand the company.
Financial Oversight: Keep an eye on and oversee the branch’s financial performance, which includes profitability analysis, cost control, and budgeting.
client service: Respond to questions, settle disputes, and offer tailored services in order to keep client satisfaction levels high.
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Role Description
This is a full-time on-site role for a Branch Manager at Centricity WealthTech in New Delhi. The Branch Manager will be responsible for overseeing daily operations, managing a team, developing business strategies, and ensuring client satisfaction. Additionally, the Branch Manager will be involved in financial planning, sales, and compliance activities.
Qualifications
- Experience in wealth management, financial services, or related field
- Knowledge of investment products, financial markets, and regulatory requirements
- Strong leadership and team management skills
- Excellent communication and interpersonal abilities
- Ability to develop and implement business strategies
- Proven track record of meeting sales targets and client retention
- Bachelor’s or Master’s degree in Finance, Business Administration, or relevant field
A Relationship Manager At A Bank Is Responsible For Developing And Maintaining Strong Relationships With Individual And Business Clients. They Serve As The Primary Point Of Contact For Clients, Helping Them With Their Financial Needs And Promoting Various Banking Products And Services.1. Client Relationship Management:? ?- Build And Maintain Long-Term Relationships With Clients.? ?- Understand Clients’ Financial Goals And Needs.? ?- Act As A Trusted Advisor And Provide Personalized Financial Solutions.2. Portfolio Management:? ?- Manage A Portfolio Of Clients And Their Accounts.? ?- Monitor Account Activity, Balances, And Financial Transactions.? ?- Identify Opportunities For Cross-Selling Banking Products And Services.3. Financial Analysis:? ?- Analyze Clients’ Financial Situations To Offer Tailored Solutions.? ?- Assess Creditworthiness And Risk Associated With Lending Or Investment Opportunities.? ?- Prepare Financial Reports And Proposals For Clients.4. Sales And Product Promotion:? ?- Promote And Sell A Range Of Banking Products And Services, Such As Loans, Investment Options, Insurance, And Credit Cards.? ?- Stay Up-To-Date On The Bank’s Products And Educate Clients On Their Benefits.5. Networking And Business Development:? ?- Actively Seek New Clients Through Referrals And Networking.?
As an Online Reputation Manager, you have to ensure active listening and be responsible for timely addressing the QRC posted by customers on social media platforms and maintaining a favorable image, driving ratings and review.
Key Responsibility Areas
- Identifying Sentiments, Categorizing & Tracking conversations, managing social media escalations
- Prompt response to comments, feedback, complaints within specified SLA
- Driving resolution, working with stakeholders, timely escalation
- Reports have to be given to internal stakeholders on Daily, Weekly and Monthly basis
- Escalating multiple issues to different functions of the company as per escalation matrix to resolve the issues in a timely manner.
- Approve daily transactions for selected products as applicable (e.g. traveler’s cheques, cashier’s orders, currency exchange, merchant services, safe boxes) as well as transactions exceeding specified teller limits
- Manage Service Delivery – observe queue time and length; take action as needed to capacitize serving counters and/or managing customer traffic. Ensure that branch premises are maintained to the specified standard. Manage or recommend workflow changes for greater efficiency, improve turn around time
- Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service
- General Reconciliation and Compliance Activities (may be individually assigned) which may typically include:
- Dual control of Cash functions
- Control of Security stationary, deliverables
- Review of processing entries and vouchers
- Follow-up with customers for returned deliverables as applicable (eg. cheque-books/ cards/ Pins/ Combi packs, etc)
Gold Loan Officer is responsible for Gold Loan Operations in the branch.
� Portfolio Profitability – by maintaining Pricing and Fee of the assigned territory.
� Productivity – To ensure the minimum benchmark ASL productivity by way of choosing right people and minimal attrition.
