1.

Account

Opening &

- Maintenance:ü Monitor the processes for account opening, account maintenance & account closure related formalities as per YBL processü Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc.ü Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.)ü Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where requiredü Maintain strict vigilance on the quality of forms and documentation providedü Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals.

2.

Transactions

Related

ü Ensure all the counters are opened and staff is ready to service client’s atleast 15 minutes before the customer timingsü Ensure proper scrutiny of all transactional documents submitted by the customer vis-à-vis branch checklist to ensure all that all necessary documents are submitted by the customerü Support the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables i.e. internal /external concerning a transaction executed for a corporate client.ü Address all transaction related enquiries i.e. pre, during & post transaction processing & escalationsü Ensure strong monitoring of all transactions in the branch & maintain accurate / solid MIS for the branch. The same may be needed by the bank for overall management of branch processes & business planningü Ensure frequent monitoring of all over-aged cases (deferrals, pending items, etc.) & appropriate escalation of the same in a timely & balanced manner to the senior managementü Ensure that knowledge, skills & capabilities are built across entire team of BSPs, so as to have internal backups to ensure that work is not hampered in by absenteeism or resignations





- Service &
- Quality:

ü Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers.ü Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiencyü Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.ü Play a pro-active role in new products, processes or systems roll out impacting the clientsü Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Also collate their feedback & suggestionsü Ensuring collection of CSS forms on periodic basis and sent to NOC.ü Responsible for monthly “Branch Service Committee” meetings are held on 07th of each monthü Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards.

- Audit &
- Compliance:

ü Effectively Support &

- Handle Branch Audits by Internal, External, Concurrent, Statutory &
- RBI auditorsü Responsible for implementation of process, policies as per guidelines & audit rating of the branchü Ensure comprehensive compliance with all internal,



regulatory and statutory requirements as relevant for various product and services from a branch perspectiveü Attend to any audit findings and resolve them immediately;ü Ensuring DCFC checklist is checked thoroughly and signed off on daily basisü Personally implement & conduct self-audits in the branch (e.g., weekly sweep audit, etc.) and any anomalies are brought to the notice of senior management along with mitigating steps initiatedü Responsible for sensitizing each BSD team member on adherence of process & policies
- Others:ü Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the officeü Define goals & performance parameters for the team & guide/coach them in achieving the same. Ensure that the team understands the goals of the bank, the branch and also of other colleagues in the branchü Provide constructive feedback; identify training & development needs of the team & conduct training at frequent intervals to meet the training requirementsü Lead, motivate, coach & develop staff. Conduct cross functional trainings within & across teams there by creating effective back up with in the team;ü Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL.ü Manage Local Vendors /agency relationships to ensure smooth execution of transactionü Responsible for Branch upkeep & maintenance and control over the costü Support for conducting monthly CSR events at the branch.ü Must be thorough with banking processes, regulations & guidelines acrossü retail products.ü Play an active role in new products, processes, systems roll out. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assetsAge: Minimum 27 to Maximum 34 years

Education:ü Graduate, Post Graduate, MBA, CA, Engineer from a recognized university/premium business schoolsü AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantageü Certification on quality programs i.e., Six Sigma, ISO, 5S, Kaizen, etc. will be an added advantage

📌 Deputy Branch Manager (Chennai)
🏢 Yes Bank
📍 Chennai