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Manager - Sales & Service

Date: 22-Jan-2023

Location: Tamil Nadu, IN

Company: Equitas Small Finance Bank

Role Description

Designation:  Branch Operations Manager

Grade: EM02 Plus/EM03

Legal Entity: Equitas Small Finance Bank

Business Unit: Retail Banking

Division: Liabilities

Department:  Liabilities

Travel required: Yes/No (if Yes, please mark ->) Yes

Level of travel: Moderate

Level: Supervisory


Org structure: (Please use the below format to highlight one level supervisor, peer levels and reporting levels). Green colour indicates the role for which the role description is prepared)



Purpose of the role:

  • To ensure high quality delivery of all banking services and products to our clients in a fair and transparent manner.


Key Responsibilities:


  1. Manage a team of branch operations staff (Teller/Customer Support Officer) and ensure smooth running of the branch. Ensure compliance to banking guidelines, quality framework and audit requirements.
  2. Authorize all transactions posted by the Teller and other operations staff and ensure timely and error-free transactions. Ensure that all relevant notices and displays are updated in the branch as per RBI requirements.
  3. Ensure safe custody of all stationery, account kits, cheque books, forms etc and timely updation of all relevant registers. Ensure compliance with KYC, AML, audit and other regulations in all branch banking operations.
  4. Facilitate cross-sell of savings and investment products to clients to meet branch objectives. Delivery of high standards of customer service and relationship management to clients to enable retain them.








Desired Experience:

  • Number of years of experience (range): 5-8 years
  • Type of companies/sector worked for: Banking – private sector banks, cooperative banks, PSU banks, rural banks.
  • Responsibilities managed in the previous organizations: The applicant should have been in a customer-facing role in a bank branch, with experience in branch operations. Knowledge of banking practices, guidelines and regulatory requirements are essential for this role
  • Languages: Fluency in English and regional language of the state applying for. Ability to speak in other regional languages would be an added advantage.
  • Computer/technical skills (if any): Good in MS Office, Banking Softwares,




  • Graduation: (Please specify preferences, if any): Any Graduate
  • Post-graduation: (Please specify preferences, if any)?: MBA or any PG would be an added advantage
  • Professional Qualifications:
  • Certifications (please specify): JAIIB/CAIIB/IRDA/NISM/AML-KYC modules


Required at the Current level:


  1. Technical: Good Banking knowledge and awareness on RBI guidelines
  2. Functional: Branch operations, teller operations, relationship management, cross-sell.
  3. Behavioural: Leadership Skill, Adaptability, Decision Making, Good Interpersonal, and Organization skills





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