D801 - Branch Service Partner

D801 - Branch Service Partner

11 Aug
Yes Bank Ltd

11 Aug

Yes Bank Ltd


Job Description

Branch Service Partner - ( RUR0000I6 )


Key Responsibilities

Account Opening & Maintenance:
a) Run the processes for account opening, account maintenance & account

closure related formalities as per YBL process.

b) Handle customers enquiries and instructions, whilst ensuring that the

Banks delivery standards are met in achieving total customer satisfaction.

e.g. timely checking of account opening documentation, opening of

accounts etc.

c) Ensure adherence to process & documentation standards (e.g.,

forms/checklists, welcome calling, approvals, etc.)

d) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc.

where required.


Maintain strict vigilance on the quality of forms and documentation


f) Ensure timely follow up with Sales RMs of all BUs for resolution of any

outstanding deferrals.

Transactions Related:
a) 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.

b) Address all transaction related enquiries i.e. pre, during & post transaction

processing & escalations.

c) Ensure strong monitoring of all transactions.

Service & Quality:
a ) Ensure that all people, process, data & systems in the branch are well

attuned to deliver consistent & superior levels of service to all customers.

b) Ensure that adequate records & data pertaining to customer queries and

complaints are maintained for achieving greater process efficiency.

c) Ensure daily / weekly monitoring & analyses of various data points &

reports that have bearing on Customer Service & process adherence.

d) Coordinate with relationship managers and meet / interact with key

clients on a periodic basis to stock take on service levels and customer


f) Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed

set quality parameters conforming to the standards.

Strictly Confidential Page 2 of 2 Yes Bank Ltd.

Audit & Compliance:
a) Responsible to follow all process, policies as per guidelines & audit rating

of the branch.

b) Ensure comprehensive compliance with all internal, regulatory and

statutory requirements as relevant for various product and services from a

branch perspective;

c) Attend to any audit findings and resolve them immediately as applicable

Sales :-

Achieve and excel sales target.
Cross sale of various products offered to existing customer.
Generate and convert leads for assets & liabilities.
Ensure focussed segment is tapped and adherence to BSA.

a) Maintain highest levels of discipline (punctuality, attendance, grooming

standards etc) in the office

b) Ensure timely escalation of issues that is impacting business and possible

solutions to address the concerns

c) Manage Local Vendors /agency relationships to ensure smooth execution

of transaction.

d) Responsible for Branch upkeep & maintenance and control over the cost.

e) Must be thorough with banking processes, regulations & guidelines across

retail products.

f) Comply with bank policies and procedures to ensure safety and security of

bank's and customer's assets.


Key Competencies / skill set:

Should have an eye for detail.
Should be able to grasp process & policies and implement in day to day activities.
Good communication skills.
Good knowledge of Branch operations
Good knowledge of regulatory guidelines
Excellent networking & interpersonal skills
Ability to manage complex client situations
Sensitive to issues of confidentially and compliance
Strong sense of accountability and self-initiative

The original job offer can be found in Kit Job:

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