Role & responsibilities

- He/She will be the main functional in-charge of the branch being a Branch Head

- He/She should keep Liaison with our RO, HO, Co-bankers and all other Service Agencies from time to time for smooth functioning of the branch
- To plan for the business Projections / Targets of the branch & execute the same with new Marketing strategies in true spirit
- To conduct Staff/Customers meetings on monthly / quarterly intervals and present them the branch performance & their commitments / involvement and guide them for smooth functioning & further development of the branch
- To pass TDS entries for interest on deposits and send data to ZO/RO, collect forms 15 G/15H from customers and explain the TDS provisions to them

- Generating Locker invoices, verifying all data required for statutory compliances and sending the same to RO/HO
- To timely guide all the Marketing Staff along with the back office staff with our Product knowledge updates and provide them the necessary data base for proper & effective marketing of our products

- Supervise and monitor staff on a daily basis and have proper watch on the staff including absence and confirm the proper allotment of duties every day for smooth functioning of the branch
- To have proper control over the timely collection of Local / out station Cheques and funds (i. e. Cash & bank balance) Management
- To ascertain the timely submission of all the returns as per the schedule to the concern authority
- To attend for timely rectification of all types of audit reports and submits compliances to the concern section / department on time
- To reach the targets set for the branch i. e. Deposits & Multipurpose Services, well in advance and write to the senior authority about the efforts put in by the branch




- To entertain & submit the eligible Loan proposals to Regional Office as per the directions and disburse the same after receiving the sanction communications, duly following all the terms & conditions therein
- proper follow up with all the loan A/c s for effective recovery management
- To submit the performance review report of all the staff of the branch to RO / HO, half-yearly / Yearly, for their further evaluation / appreciation / promotions etc.;

- To attend all types of functions of our customers and also arranged by our Society from time to time

- Compliance to operational procedures

- Ensure best in class customer service and Promote sales and services culture

- Adhere to Code of Conduct of the Society

- Maintaining data and providing to Regional Office and Head Office as and when required (Operations & Sales)

- Network to improve the presence and reputation of the branch and organization

- Communicate and develop business strategies for the branch

- Resolving customer complaints and grievances

- Complying with all applicable Laws and regulations

- Sourcing of business specially deposit through existing as well as prospective clients as a team
- To keep good personal liaison / relations with the people / customers in the area of branch operation and improve the goodwill of our Society
- To help for implementation of POLICY Matters of the Society





- Motivate the staff members on a continuous basis and appreciate their accomplishments however small they may be

- Ensure optimum utilization of staff so as to achieve maximum productivity

- Cultivate all the ethical practices which have been established in the Organization
- To take necessary steps for enhancing visibility of the Organization
- To conduct staff meetings fortnightly and take mid course corrective actions so as to achieve the allotted business targets
- To ensure updating of product knowledge and imparting necessary training to the staff members in the desired areas

- Processing loan proposals. Build up and processing of loan proposals, pre-sanction and post sanction inspection of securities/properties offered/business place
- To conduct monthly customers meet and ensure participation of representatives of all categories of customers
- To conduct marketing activities at prominent places outside the branch regularly
- To ensure harmonious industrial relations in the branch
- To Extend Birthday greetings over telephone to all the customers as per list on daily basis
- To submit the brief to RO / HO on suggestion, Creative ideas given by the customers/ staff which are beneficial for the branch/s and Society as whole

- Active participation in business promotion and marketing activities

- Overall he/she has to help for improving the image building of our Society.

- The Society Property should be maintained properly with due care, i.e. F&F;,Computers, Ac's, CCTV Camera's, Name Boards, Vehicles and other Misc. Assets etc.; as per the dead stock Register at the branch

- This is inclusive but not an exhaustive list of duties and requirements and you may have to, on your own take initiative to assess situations and handle them accordingly.

Preferred candidate profile

📌 Assistant Branch Manager /Branch Manager (North Goa)
🏢 Lokmanya Society
📍 North Goa