Leading Private Bank·3 days ago
3 days ago
Branch Manager - Retail Liabilities
Sign up free to see how well your resume matches this role.
What you'll do
- Manage the overall branch business, including CASA, deposits, assets, and fee-based products.
- Drive new customer acquisition through market visits, references, existing relationships, and local business networks.
- Develop and maintain strong relationships with affluent, HNI, SME, and retail customers.
- Achieve branch-level targets for CASA, liabilities, cross-selling, and asset products.
- Lead, motivate, and monitor the performance of the branch sales and service team.
- Identify business opportunities within the branch's catchment area and develop strategies for growth.
- Cross-sell products such as Mutual Funds, Insurance, Loans, Credit Cards, Demat, and Investment products.
- Ensure excellent customer service and resolve escalated customer queries and complaints.
- Monitor branch revenue, productivity, portfolio quality, and achievement against targets.
- Ensure strict adherence to KYC, AML, RBI guidelines, internal policies, and compliance requirements.
- Conduct regular reviews of team performance, pipeline, customer portfolio, and business numbers.
- Coordinate with credit, operations, wealth, and other internal teams for smooth customer servicing.
What they're looking for
- Proven experience in branch management within the banking sector
- Strong knowledge of banking products including CASA, deposits, assets, and fee-based products
- Demonstrated ability to lead, motivate, and manage sales and service teams
- Deep understanding of regulatory compliance including KYC, AML, and RBI guidelines
- Experience in relationship management with HNI, SME, and retail customer segments
- Proficiency in portfolio management and achieving branch-level financial targets
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Manage the overall branch business, including CASA, deposits, assets, and fee-based products.
- Drive new customer acquisition through market visits, references, existing relationships, and local business networks.
- Develop and maintain strong relationships with affluent, HNI, SME, and retail customers.
- Achieve branch-level targets for CASA, liabilities, cross-selling, and asset products.
- Lead, motivate, and monitor the performance of the branch sales and service team.
- Identify business opportunities within the branch's catchment area and develop strategies for growth.
- Cross-sell products such as Mutual Funds, Insurance, Loans, Credit Cards, Demat, and Investment products.
- Ensure excellent customer service and resolve escalated customer queries and complaints.
- Monitor branch revenue, productivity, portfolio quality, and achievement against targets.
- Ensure strict adherence to KYC, AML, RBI guidelines, internal policies, and compliance requirements.
- Conduct regular reviews of team performance, pipeline, customer portfolio, and business numbers.
- Coordinate with credit, operations, wealth, and other internal teams for smooth customer servicing.
- Maintain proper branch documentation, audit readiness, and operational controls.
Company
Leading Private Bank
Vadodara, India
Company facts come from this company's own listings. We only show what the postings themselves carry.