SARFARAZ INAMDAR

Strategic/Managerial Responsibilities:

• Liability generation and new business development (CASA acquisition).
• Cross-sell of various third-party products and asset products.
• Maintaining and deepening relationships with HNI customers.

Core Responsibilities:

• Profit and Loss, and Balance Sheet Management of the branch.
• Tracking and monitoring daily productivity and book movement of the branch.
• Ensure branch headcount budget is on board.
• Ensure role clarity for employees in the branch, and manage attrition.
• Ensure that the BEST template is fully updated.
• Comply with the Bank’s policies and processes.
• Conduct customer engagement programs, and marketing events.
• Drive employee engagement activities in the branch.
• Thorough knowledge of daily banking operations, products, and services.
• Timely communication of relevant information to the branch employees for the smooth functioning of the branch.
• Ensure timely escalation of issues impacting the business, and appropriate solutions to address the concerns.
• Ensure comprehensive compliance with all regulatory and statutory requirements, as relevant for the branch, and for various products and services.
• Awareness of ISO 9001:2000 standards and meeting or exceeding set quality parameters conforming to the standards.
• Ensure timely submission of MIS reports.
• 100% allocation of Service RM codes, and quarterly review.
• Training on KYC/AML should occur on a monthly basis.
• Proper implementation of CRM by the Sales, Relationship, and BSD departments should be reviewed at every interval.

People management or self-management responsibilities:

• Effective team management and building team spirit.
• Learning and skill development of the team.

Risk and internal control responsibilities:

• Ensure the safety and security of the bank's and customers' assets.
• Ensure audit-related deliverables, both internal and external.

• Handling current account related process and support the branches.
• Support business teams through training of branches in new SOP's and applications.
• Sending necessary communications to branches on time to time basis.
• Identification areas of improvements in existing SOPs and new SOPs also engagement with branches and doing branch visits to understand the critical areas of support and helping in plugging process gaps if any.
• Managing Customers Escalation received in branches.
• Query Handling & Co-coordinating with other departments.
• Assist branches with questions regarding account opening and maintenance.
• Provides back up to Operations Support.

• Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends
• Maintained professional network of potential clients and business opportunities
• Boosted team morale and overall sales volume by creating employee incentive sales contests
• Developed and implemented new sales strategies to update product lines
• Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals
• Reduced process gaps by hiring, supervising and coaching employees on sales strategies and protocols, optimizing performance, growth and profitability
• Focusing on core products
• (loans, cash management, transaction banking, trade & forex, deposits)
• Implemented CRM strategy to automate leads management.

• Assisting walk-in customers in branch and Managing their requests, query and complaints
• Documentation handling for all new current account openings
• Cross sell of various products (Life Insurance, Mutual Funds, Demat Account)
• Responsible for bringing value in current accounts
• Generating Leads of CA, Global Trade Account, Working Capital thru Promotion Activity and cold calling.