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Job Analysis of Icici Bank: Submitted To Submitted by Prof. Vinky Sharma

The document describes the job of the Managing Director and CEO of ICICI Bank. The job involves overseeing the bank's diverse operations in India and abroad. Key responsibilities include building the retail banking business, appointing department heads, and serving on various boards and committees.

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Vaibhav Yadav
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0% found this document useful (0 votes)
143 views58 pages

Job Analysis of Icici Bank: Submitted To Submitted by Prof. Vinky Sharma

The document describes the job of the Managing Director and CEO of ICICI Bank. The job involves overseeing the bank's diverse operations in India and abroad. Key responsibilities include building the retail banking business, appointing department heads, and serving on various boards and committees.

Uploaded by

Vaibhav Yadav
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Job Analysis Of

ICICI Bank
Submitted To
Submitted By
Prof. Vinky Sharma
Swasti(14609091)
Anubhi(14609107)
Sunil
(14609114)
Rajat G.(14609145)
Sakshi
(14609075)
Kriti
(14609129)

Vaibhav (14609099)
Rajat K. (14609136)
Nitin
(14609047)
Vikrant (14609122)

MD &CEO

COMMITTEES OF EXECUTIVE DIRECTOR

CHIEF
OPERATING
OFFICER

DIRECTOR OF
IT COMMITTEE

SENIOR
GENERAL
MANAGER

GENERAL
MANAGER

JOINT
GENERAL
MANAGER

DEPUTY
GENERAL
MANAGER

CHIEF
MANAGER

MANAGER

DEPUTY
MANAGER

ASSISTANT
MANAGER

SENIOR
OFFICER

JUNIOR
OFFICER

CHIEF RISK
OFFICER

DIRECTOR OF
RISK
COMMITTEE

DIRECTOR OF
FRAUD
MONITORING
COMMITTEE

CHIEF
FINANCIAL
OFFICER

DIRECTOR OF
AUDIT
COMMITTEE

DIRECTOR OF
CSR

BOARD
SECRETARIAT

CHIEF
MANAGER

SUPPORT
MANAGER

Job Description
Job Title: Managing Director & Chief Executive Officer
Report To: None
Job Code:X1X2

Job Statement
Ms. Chanda Kochhar is widely recognized for her role in shaping the retail
banking sector in India and for her leadership of the ICICI Group, as well as her
contributions to various forums in India and globally.
She was instrumental in establishing ICICI Bank during the 1990s, and subsequently
headed the infrastructure finance and corporate banking business in ICICI Limited.
She also chairs the boards of the Banks principal subsidiaries, which include Indias
leading private sector life and general insurance companies.
She headed the infrastructure finance and corporate banking business in ICICI
Limited.
Her job duties include building the nascent retail business, with strong focus on
technology, innovation, process reengineering and expansion of distribution and
scale.

Work Context
Electronic Mail 100%
Structured versus Unstructured Work 98%
Freedom to Make Decisions 95%
Impact of Decisions on Co-workers or Company Results 87%
Duration of Typical Work Week (More than 40 hours) 94%

Essential Functions&Responsibilities
She is responsible for the Banks diverse operations in India and overseas.

In addition to her responsibilities at the ICICI Group, Ms. Kochhar is a member of the
Board of Trade, High-Level Committee on Financing Infrastructure, India Japan
Business Leaders Forum, US-India CEO Forum and UK-India CEO Forum.
Ms. Kochhar was conferred with the Padma Bhushan, one of India's highest civilian
honours, in 2011.

Tasks performed

Direct or coordinate an organization's financial or budget activities to fund


operations, maximize investments, or increase efficiency.
Appoint department heads or managers and assign or delegate responsibilities to
them.
Analyze operations to evaluate performance of a company or its staff in meeting
objectives or to determine areas of potential cost reduction, program improvement,
or policy change.
Direct, plan, or implement policies, objectives, or activities of organizations or
businesses to ensure continuing operations, to maximize returns on investments, or
to increase productivity.
Prepare budgets for approval, including those for funding or implementation of
programs.
Confer with board members, organization officials, or staff members to discuss
issues, coordinate activities, or resolve problems.
Implement corrective action plans to solve organizational or departmental
problems.
Direct human resources activities, including the approval of human resource plans
or activities, the selection of directors or other high-level staff, or establishment or
organization of major departments.
Establish departmental responsibilities and coordinate functions among
departments and sites.
Preside over or serve on boards of directors, management committees, or other
governing boards.

Tools & Technology Used


Tools used in this occupation:
High capacity removable media drives Universal serial bus USB flash
drives
Mobile phones Smartphones
Notebook computers Laptop computers

Personal computers
Personal digital assistant PDAs or organizers Personal digital
assistants PDA
Technology used in this occupation:
Data base user interface and query software AdSense Tracker;
Databox software; Microsoft Access; Structured query language SQL
Electronic mail software Email software; Listserv software; Microsoft
Outlook
Enterprise resource planning ERP software Microsoft Dynamics AX;
Oracle E-Business Suite; Oracle PeopleSoft; SAP software
Human resources software Halogen e360; Halogen ePraisal; Human
resource information system HRIS software; Infor SSA Human Capital
Management
Project management software HCSS HeavyBid; HCSS HeavyJob;
Microsoft Project

Job Specification
Knowledge
Administration and Management Knowledge of business and management
principles involved in strategic planning, resource allocation, human resources
modeling, leadership technique, production methods, and coordination of people
and resources.
Personnel and Human Resources Knowledge of principles and procedures for
personnel recruitment, selection, training, compensation and benefits, labor
relations and negotiation, and personnel information systems.
Customer and Personal Service Knowledge of principles and processes for
providing customer and personal services. This includes customer needs
assessment, meeting quality standards for services, and evaluation of customer
satisfaction.
English Language Knowledge of the structure and content of the English
language including the meaning and spelling of words, rules of composition, and
grammar.
Law and Government Knowledge of laws, legal codes, court procedures,
precedents, government regulations, executive orders, agency rules, and the
democratic political process.
Economics and Accounting Knowledge of economic and accounting principles
and practices, the financial markets, banking and the analysis and reporting of
financial data.

Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics,


and their applications.
Public Safety and Security Knowledge of relevant equipment, policies,
procedures, and strategies to promote effective local, state, or national security
operations for the protection of people, data, property, and institutions.
Education and Training Knowledge of principles and methods for curriculum
and training design, teaching and instruction for individuals and groups, and the
measurement of training effects.
Sales and Marketing Knowledge of principles and methods for showing,
promoting, and selling products or services. This includes marketing strategy and
tactics, product demonstration, sales techniques, and sales control systems.

Education Level Required


Master's degree
Skills
Judgment and Decision Making Considering the relative costs and benefits of
potential actions to choose the most appropriate one.
Complex Problem Solving Identifying complex problems and reviewing related
information to develop and evaluate options and implement solutions.
Critical Thinking Using logic and reasoning to identify the strengths and
weaknesses of alternative solutions, conclusions or approaches to problems.
Speaking Talking to others to convey information effectively.
Coordination Adjusting actions in relation to others' actions.
Management of Personnel Resources Motivating, developing, and directing
people as they work, identifying the best people for the job.
Social Perceptiveness Being aware of others' reactions and understanding
why they react as they do.
Active Listening Giving full attention to what other people are saying, taking
time to understand the points being made, asking questions as appropriate, and
not interrupting at inappropriate times.
Management of Financial Resources Determining how money will be spent
to get the work done, and accounting for these expenditures.
Monitoring Monitoring/Assessing performance of yourself, other individuals, or
organizations to make improvements or take corrective action.

Abilities
Oral Comprehension The ability to listen to and understand information and
ideas presented through spoken words and sentences.

Oral Expression The ability to communicate information and ideas in speaking


so others will understand.
Written Comprehension The ability to read and understand information and
ideas presented in writing.
Deductive Reasoning The ability to apply general rules to specific problems to
produce answers that make sense.
Speech Clarity The ability to speak clearly so others can understand you.
Speech Recognition The ability to identify and understand the speech of
another person.
Written Expression The ability to communicate information and ideas in writing
so others will understand.
Inductive Reasoning The ability to combine pieces of information to form
general rules or conclusions (includes finding a relationship among seemingly
unrelated events).
Problem Sensitivity The ability to tell when something is wrong or is likely to go
wrong. It does not involve solving the problem, only recognizing there is a problem.
Fluency of Ideas The ability to come up with a number of ideas about a topic
(the number of ideas is important, not their quality, correctness, or creativity).

Work Activities
Making Decisions and Solving Problems Analyzing information and
evaluating results to choose the best solution and solve problems.
Communicating with Supervisors, Peers, or Subordinates Providing
information to supervisors, co-workers, and subordinates by telephone, in written
form, e-mail, or in person.
Getting Information Observing, receiving, and otherwise obtaining information
from all relevant sources.
Communicating with Persons Outside Organization Communicating with
people outside the organization, representing the organization to customers, the
public, government, and other external sources. This information can be exchanged
in person, in writing, or by telephone or e-mail.
Developing and Building Teams Encouraging and building mutual trust,
respect, and cooperation among team members.
Guiding, Directing, and Motivating Subordinates Providing guidance and
direction to subordinates, including setting performance standards and monitoring
performance.

Developing Objectives and Strategies Establishing long-range objectives


and specifying the strategies and actions to achieve them.
Establishing and Maintaining Interpersonal Relationships Developing
constructive and cooperative working relationships with others, and maintaining
them over time.
Monitoring and Controlling Resources Monitoring and controlling resources
and overseeing the spending of money.
Analyzing Data or Information Identifying the underlying principles, reasons,
or facts of information by breaking down information or data into separate parts.

Work Styles
Leadership Job requires a willingness to lead, take charge, and offer opinions
and direction.
Integrity Job requires being honest and ethical.
Initiative Job requires a willingness to take on responsibilities and challenges.
Stress Tolerance Job requires accepting criticism and dealing calmly and
effectively with high stress situations.
Dependability Job requires being reliable, responsible, and dependable, and
fulfilling obligations.
Achievement/Effort Job requires establishing and maintaining personally
challenging achievement goals and exerting effort toward mastering tasks.
Independence Job requires developing one's own ways of doing things, guiding
oneself with little or no supervision, and depending on oneself to get things done.
Self Control Job requires maintaining composure, keeping emotions in check,
controlling anger, and avoiding aggressive behavior, even in very difficult
situations.
Attention to Detail Job requires being careful about detail and thorough in
completing work tasks.
Analytical Thinking Job requires analyzing information and using logic to
address work-related issues and problems.

Work Values
Recognition Occupations that satisfy this work value offer advancement,
potential for leadership, and are often considered prestigious. Corresponding needs
are Advancement, Authority, Recognition and Social Status.
Independence Occupations that satisfy this work value allow employees to
work on their own and make decisions. Corresponding needs are Creativity,
Responsibility and Autonomy.
Achievement Occupations that satisfy this work value are results oriented and
allow employees to use their strongest abilities, giving them a feeling of

accomplishment. Corresponding needs are Ability Utilization and Achievement.

Job Descriptions
Job Title: Executive Director
Report To: Managing Director
Job Code: X1X2X3

Job Statement
His work is in the areas of Human Resources Management and Manufacturing.
Banking & Insurance are nurtured by him. The partnership Initiatives with SEBI
National Institute for securities management and with NIIT - the NIIT University, is
also nurtured by him.
He led the CSR project of ICICI Foundation on skilling youth and promoting
livelihood. This is done under the ICICI Academy for Skills. He has held leadership
positions in credit policy, debt management, business analytics, mortgage finance,
consumer loans, credit cards, rural and microfinance lending and financial inclusion.
He handled project finance operations, infrastructure financing, structured finance
and treasury operations.

Work Context
Electronic Mail 100%

Face-to-Face Discussions 98%


Telephone 100%
Structured versus Unstructured Work 98%
Freedom to Make Decisions 85%
Impact of Decisions on Co-workers or Company Results 82%
Duration of Typical Work Week (More than 40 hours) 90%

Essential Functions & Responsibilities


His responsibilities include Finance, Treasury, Commercial Banking, Corporate Legal,
Risk Management, Secretarial, Corporate Communications and Corporate Branding.
He also has the responsibility for day to day administration of the Compliance and
Internal Audit functions. He is responsible for Retail Banking, Rural Banking &
Financial Inclusion Business, and securities and portfolio management business
segments.

Education Level Required Master's degree

Job Descriptions
Job Title: Chief Operating Officer
Report To: Managing Director
Job Code: V1V2

Job Statement
He Chief Operating Officer plans, organizes, and controls all the day-to-day activities
of the Bank; collaborates with the President/Chief Executive Officer in the overall
administration of the Bank.
Responsible for the management of a portion of the Bank's activities to ensure
maximum profits commensurate with the best interest of shareholders, customers,
employees, and the public. Major
Bank functions reporting to the position of Chief Operating Officer are branch
operations, human resources, business development resources, and other functions
as designated. Develops and implements space-planning strategies to
accommodate current and future organizational needs.

Provides a high level of customer relations and service; and ensures compliance
with Bank policies and procedures. The position of Chief Operating Officer assists in
attaining established Bank operational and financial goals. Performs supervisory
duties of department staff, coordinates staff for coverage in all related areas of the
department.

Essential Functions & Responsibilities

Tasks performed

To develop an integrated COO function that supports Bank with key capabilities as
required to form a strategic and operational perspective.
Be accountable for the aggregate plan and delivery of systems, operations,
properties & maintenance and the general operating model in Bank.
Leverage the advantages of bringing together the operational expertise and drive
through more efficient ways of working.
Contribute to Bank leadership with dedicated and singular focus on execution and
delivery.
Represent the COO function at Executive Management(EMT)and ensure the correct
specialist knowledge is brought in to inform that committee according to agenda
requirements.
Ensure strategic objectives shaped at Executive Management level are translated
into tactical business plans with mechanisms for key measurements in place to
monitor progress.
Coordinate the efforts of the different operational areas under management to
ensure minimal duplication of efforts, maximum efficiency and to maximise value
for money.
Rebalance resources between different areas e.g. reallocating headcount or
budgets, but within overall approved resources for the year.
Contribute to the development of business unit strategy for the next 2
-3 years by providing a view on potential improvements for products or services and
an assessment of changes in external environment.
Manage departmental budgets including signing off of invoices and quotes within
mandate. Escalate out of budgets items to the Managing Director for approval.
Sign off capital expenditure within budget. This includes approving purchase or sell
decisions for desktop computers, laptops, departmental equipment etc.
Analyze effectiveness of processes and systems in use in general for Bank and
recommend corrective action.
To be an integral part and driver of the strategic planning, capex budgeting and
forecasting of business requirements and decision making process.
Build strong relationships with key external stakeholders, Government, suppliers,
BON, etc.to ensure correct focus and direction for the bank at operations and
technology level.
Ensure an effective and efficient operating model is maintained.

Ensure that risk is effectively addressed in all aspects of the business under the
COO
Ensure that a proper infrastructure (building, systems and staff complement) is
maintained and developed for the bank.
Accountable for planning and opening of new branches (outlets) in terms of
expansion of the business and business plans.
Provide clear directions on strategic goals, translating and prioritizing them into
business and performance measure.
Work with managers in the team to achieve excellent business results through
continuous people development and mentoring activities.
Ensure the development of a high performing team through embedding formal
Performance Development and informally coaching management team on how to
conduct the process effectively.
Determine and analyses training and development needs for managers and ensure
they do the same for their teams. Ensure that identified training is budgeted for and
executed.
Establish and maintain a succession plan for the management team in the area
using the formal Talent Management process for identified talent and an information
process for remaining roles.

Job Specifications

Education Level Required

Project Management Certification


An MBA Qualification

Abilities

Deciding and Initiating

Leading and Supervising

Relating and Networking

Persuading and Influencing

Presenting and Communicating Information

Applying of Technology and Expertise

Analysing

Creating and Innovating

Formulating Strategies and Concepts

Planning &Organising

Job Descriptions

Job Title: Chief Financial Officer


Report To: Managing Director
Job Code: V1V2V3

Job Statement
The Chief Financial Officer is responsible for the all of the Bank's fiscal operating
results utilizing generally accepted accounting principles, such as cost accounting,

budgets, and regulatory agency and government reports ensuring the safeguard of
Bank assets.
Counsels senior management on fiscal control and profitability; prepares, presents
and interprets financial reports to senior management; adheres to tax laws and
regulatory compliance to properly reflect the financial position of the Bank.
Directs accounting department activities; provides leadership, training and
supervision within the department; provides a high level of customer relations and
service; and ensures compliance with Bank policies and procedures.
The position of Chief Financial Officer assists in attaining established Bank and
department financial goals. Performs supervisory duties of department staff,
coordinates staff for coverage in all related areas of the department.

Essential Functions & Responsibilities

Tasks performed
Basic Function: The chief financial officer position is accountable for the
administrative, financial, and risk management operations of the company, to
include the development of a financial and operational strategy, metrics tied to that
strategy, and the ongoing development and monitoring of control systems designed
to preserve company assets and report accurate financial results. Principal
accountabilities are:

Planning
1.

Assist in formulating the company's future direction and supporting tactical


initiatives

2.

Monitor and direct the implementation of strategic business plans

3.

Develop financial and tax strategies

4.

Manage the capital request and budgeting processes

5.

Develop performance measures that support the company's strategic


direction

Financial Information

1.
2.
3.

Oversee the issuance of financial information


Personally review and approve all Form 8-K, 10-K, and 10-Q filings with the
Securities and Exchange Commission
Report financial results to the board of directors

Risk Management
1.
2.

Understand and mitigate key elements of the company's risk profile


Monitor all open legal issues involving the company, and legal issues
affecting the industry

3.

Construct and monitor reliable control systems

4.

Maintain appropriate insurance coverage

5.

Ensure that the company complies with all legal and regulatory requirements

6.
7.
8.

Ensure that record keeping meets the requirements of auditors and


government agencies
Report risk issues to the audit committee of the board of directors
Maintain relations with external auditors and investigate their findings and
recommendations

Funding
1.

Monitor cash balances and cash forecasts

2.

Arrange for debt and equity financing

3.

Invest funds

4.

Invest pension funds

Job Specifications
Education Level Required
Desired Qualifications: The candidate chief financial officer should have a
master's degree in accounting or business administration, or equivalent
business experience and 10+ years of progressively responsible experience
for a major company or division of a large corporation. Should have

experience in partnering with an executive team, and have a high level of


written and oral communication skills. Preference will be given to candidates
with an MBA in Finance and the Certified Public Accountant or Certified
Management Accountant designations.
Additional Qualifications: If the company has extensive overseas
operations, it may also be necessary to include a language requirement. If
the company is a small one, then the chief financial officer may also take on
the role of the controller. If the company operates in an industry that requires
specialized accounting knowledge, then include an industry experience
requirement of at least two years.
Essentials Functions and Responsibilities

Participate in key decisions as a member of the executive management team


Maintain in-depth relations with all members of the management team
Manage the accounting, human resources, investor relations, legal, tax, and
treasury departments
Oversee the financial operations of subsidiary companies and foreign operations
Manage any third parties to which functions have been outsourced
Oversee the company's transaction processing systems
Implement operational best practices
Oversee employee benefit plans, with particular emphasis on maximizing a costeffective benefits package
Supervise acquisition due diligence and negotiate acquisitions

Job Descriptions

Job Title: Chief Risk Officer


Report To: Managing Director
Job Code: V1V2V3

Job Statement
CRO has to manage diverse and complex risk profiles of large portfolios across
various businesses, products and market segments by setting appropriate risk
appetite framework at strategic level and ensure overall businesses are conducted
within the set risk metrics.

Job Specifications
Essential Functions and Responsibilities
Established strategic risk appetite framework and fostered a transparent, risk
conscious culture by aligning business and risk strategies to fulfill the Banks
objectives, business goals
Created an effective Risk organisation for execution of bank wide criteria for the risk
acceptance,
monitoring, control and management of various types of risks and ensured
competent advices and
decisions. Inculcated capital conscious approach for client selection (better rated
customers), product offerings,transaction/ security structure (better LGD class) and
for an efficient portfolio churning aimed at achieving optimal risk adjusted return on
equity. Seamlessly executed of one of the most complex and challenging global
strategic decision of the Bank in an efficient, effective and timely manner without
any loss to the Bank. Underwritten credits for large corporate exposures including

M&A Transactions, Leveraged buy outs, project finance, structured credits,


corporate loans, working capital finance etc
Handled several complex cross border Mergers & Acquisition (M & A) transactions /
very large project
funding transactions/ structured transactions/ Leveraged buy outs/ Bridge funding
etc.
Specialized in industry verticals, credit structuring and suggesting credit
enhancements
Formulated several credit risk policies, processes and undertaken operational risk
assessment for
existing/ new credit processes and products

Job Description
Job Title: Board Secretariat
Reports To: Managing Director
Job Code: Z1Z2Z45

Tasks Performed
The Secretary oversees the process of: recording and archiving the minutes of all
association Board and Executive Committee meetings; holding the annual election;
and calling the roll of voting members at all association Board and Executive
Committee meetings
Specific Responsibilities:
Oversees all records of the Board, including meeting minutes, the Board Roster,
the association charter and any historical documents.
At the request of the Board, researches organization records to provide
information as necessary.
Performs roll-call at all association Board and Executive Committee meetings,
maintains records of director attendance and informs the President/Chairman of
excessive absences.
Is sufficiently familiar with governing documents (Board Policies, articles, bylaws,
Roberts Rules of Order, etc.) to note applicability during meetings.
Oversee the annual election of officers as outlined in the association bylaws.

Serves as a member of the Board of Directors and the Executive Committee, and,
as such, attends all called and/or special meetings of the Board or the Executive
Committee.
Performs duties assigned by the President/Chairman which includes serving as
liaison to at least one of the associations standing committees.
Assists the President/Chairman in the performance of his or her duties, whenever
requested to do so.

Job Specification
Essential Functions
Accessible to all volunteer leaders and the general membership seeking answers or
information about the association.
Works closely with the Board and the executive director and has occasional contact
with senior association staff.

Education Level Required


1-year and 2-year programs in office administration. Students take general courses
such as office management, report writing, bookkeeping, word processing, desktop
publishing and business communication.

Skills

Proven organisational skills to adapt to changing environments .


Experience of working for Director level or above .
Excellent PC skills including Word, Excel and Powerpoint .
High standard of copying and audio typing .
Report compilation.
Replying to general correspondence .
Ability to prioritise work and manage time effectively .

Job Descriptions

Job Title: Director of IT Committee


Report To: Chief Operating Officer
Job Code: Z1Z2Z34

Job Statement
Directs and manages all functions of the Information Technology department. The
Director of IT is Responsible for management of projects, supervision of
departmental staff members and Recommendations to Administration regarding IT
policy and procedures.Plan, initiate, and manage information technology (IT)
projects. Lead and guide the work of technical staff. Serve as liaison between
business and technical aspects of projects. Plan project stages and assess business
implications for each stage. Monitor progress to assure deadlines, standards, and
cost targets are met.

Work Context
Electronic Mail 97%
Telephone 81%
Work With Work Group or Team 65%
Contact With others 65%
Duration of Typical Work Week 74%
Face-to-Face Discussions 68%
Indoors, Environmentally Controlled 77%
Coordinate or Lead others 52%
Spend Time Sitting 61%
Freedom to Make Decisions 45%

Tasks Performed
Manage project execution to ensure adherence to budget, schedule, and scope.
Develop or update project plans for information technology projects including
information such as project objectives, technologies, systems, information
specifications, schedules, funding, and staffing.
Monitor or track project milestones and deliverables.
Confer with project personnel to identify and resolve problems.
Develop and manage work breakdown structure (WBS) of information technology
projects.
Submit project deliverables, ensuring adherence to quality standards.
Prepare project status reports by collecting, analyzing, and summarizing information
and trends.
Direct or coordinate activities of project personnel.
Establish and execute a project communication plan.

Assign duties, responsibilities, and spans of authority to project personnel.

Tools & Technology Used

Computer servers Application servers; Web servers


High capacity removable media drives Universal serial bus USB flash drives
Mobile phones Smartphones
Notebook computers Laptop computers
Special purpose telephones Multi-line telephone systems
Technology used in this occupation:
Data base user interface and query software IBM DB2; Microsoft Access; QSM
SLIM Suite; Xplanner *
Development environment software Common business oriented language COBOL;
CruiseControl *; SmartBear Software Automated Build Studio; Tigris Cabie *
Enterprise resource planning ERP software Clarity Systems IBM Clarity;
Collaborative application lifecycle management ALM software; Project.net *; Vitria
M3O Operational Intelligence
Pattern design software MatchWareMindView; Mind mapping software; MPI Micro
Planner X-Pert; NovaMind Merlin Project Manager
Project management software Atlassian JIRA; Microsoft Project; Wrike; Zoho
Project

Knowledge
Administration and Management Knowledge of business and management
principles involved in strategic planning, resource allocation, human resources
modeling, leadership technique, production methods, and coordination of people
and resources.
Customer and Personal Service Knowledge of principles and processes for
providing customer and personal services. This includes customer needs
assessment, meeting quality standards for services, and evaluation of customer
satisfaction.
English Language Knowledge of the structure and content of the English
language including the meaning and spelling of words, rules of composition, and
grammar.

Computers and Electronics Knowledge of circuit boards, processors, chips,


electronic equipment, and computer hardware and software, including applications
and programming.
Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics,
and their applications.
Personnel and Human Resources Knowledge of principles and procedures for
personnel recruitment, selection, training, compensation and benefits, labor
relations and negotiation, and personnel information systems.
Communications and Media Knowledge of media production, communication,
and dissemination techniques and methods. This includes alternative ways to inform
and entertain via written, oral, and visual media.

Education Level Required


Masters Degree

Skills
Critical Thinking using logic and reasoning to identify the strengths and
weaknesses of alternative solutions, conclusions or approaches to problems.
Coordination adjusting actions in relation to others' actions.
Monitoring Monitoring/Assessing performance of yourself, other individuals, or
organizations to make improvements or take corrective action.
Reading Comprehension Understanding written sentences and paragraphs in
work related documents.
Speaking talking to others to convey information effectively.
Time Management managing one's own time and the time of others.
Active listening Giving full attention to what other people are saying, taking
time to understand the points being made, asking questions as appropriate, and not
interrupting at inappropriate times.
Writing communicating effectively in writing as appropriate for the needs of the
audience.
Management of Personnel Resources Motivating, developing, and directing
people as they work, identifying the best people for the job.

Systems Analysis Determining how a system should work and how changes in
conditions, operations, and the environment will affect outcomes.
Inductive Reasoning the ability to combine pieces of information to form
general rules or conclusions (includes finding a relationship among seemingly
unrelated events).

Work Activities

Organizing, Planning, and Prioritizing Work Developing specific goals and


plans to prioritize, organize, and accomplish your work.
Communicating with Supervisors, Peers, or Subordinates Providing
information to supervisors, co-workers, and subordinates by telephone, in written
form, e-mail, or in person.
Scheduling Work and Activities Scheduling events, programs, and activities,
as well as the work of others.
Coordinating the Work and Activities of Others Getting members of a group
to work together to accomplish tasks.
Making Decisions and Solving Problems Analyzing information and
evaluating results to choose the best solution and solve problems.
Documenting/Recording Information Entering, transcribing, recording,
storing, or maintaining information in written or electronic/magnetic form.
Developing and Building Teams Encouraging and building mutual trust,
respect, and cooperation among team members.

Work Styles

Leadership Job requires a willingness to lead, take charge, and offer opinions
and direction.
Initiative Job requires a willingness to take on responsibilities and challenges.
Persistence Job requires persistence in the face of obstacles.

Attention to Detail Job requires being careful about detail and thorough in
completing work tasks.
Dependability Job requires being reliable, responsible, and dependable, and
fulfilling obligations.
Integrity Job requires being honest and ethical.
Achievement/Effort Job requires establishing and maintaining personally
challenging achievement goals and exerting effort toward mastering tasks.

WORK VALUES
Achievement Occupations that satisfy this work value are results oriented and
allow employees to use their strongest abilities, giving them a feeling of
accomplishment. Corresponding needs are Ability Utilization and Achievement.
Independence Occupations that satisfy this work value allow employees to work
on their own and make decisions. Corresponding needs are Creativity, Responsibility
and Autonomy.
Working Conditions Occupations that satisfy this work value offer job security
and good working conditions. Corresponding needs are Activity, Compensation,
Independence, Security, Variety and Working Conditions.

Job Descriptions

Job Title: Director of Fraud Monitoring Committee


Report To: Chief Risk Officer

Job Code: Z1Z2

Job Statement

Manages the investigation of fraudulent and illegal activities perpetrated by a


bank's customers or employees.
Defines standards and practices for fraud control and management to
minimize exposure to fraud or loss.
Coordinates with local, state, and federal authorities on matters related to
fraudulent and illegal activities.
Monitors the design and implementation of programs to prevent fraudulent
activities and to recover any incurred loss

Tasks performed

Upgrades security systems by monitoring network environment and fraud


management systems; identifying gaps in protection; evaluating and implementing
enhancements.

Prepares network security and fraud reports by collecting, analyzing, and


summarizing data and trends

Implements security and fraud management financial strategies by


anticipating requirements, trends, and variances; developing action plans;
measuring and analyzing results; initiating corrective actions; minimizing the impact
of variances.

Tools & Technology Used


Analytical or scientific software SAS software
Business intelligence and data analysis software Business intelligence system
software; Guardian Analytics FraudMAP software; ThreatMatrix software; TIBCO
Spotfire
Data base user interface and query software Data entry software; Microsoft
Access; TriZetto QNXT; VertaforeImageRight
Enterprise system management software ArcSight Enterprise Threat and Risk
Management; Splunk Enterprise
Spreadsheet software Microsoft Excel

Job Specifications
Knowledge

Law and Government Knowledge of laws, legal codes, court procedures,


precedents, government regulations, executive orders, agency rules, and the
democratic political process.
English Language Knowledge of the structure and content of the English
language including the meaning and spelling of words, rules of composition, and
grammar.
Economics and Accounting Knowledge of economic and accounting principles
and practices, the financial markets, banking and the analysis and reporting of
financial data.
Customer and Personal Service Knowledge of principles and processes for
providing customer and personal services. This includes customer needs
assessment, meeting quality standards for services, and evaluation of customer
satisfaction.
Psychology Knowledge of human behavior and performance; individual
differences in ability, personality, and interests; learning and motivation;
psychological research methods; and the assessment and treatment of behavioral
and affective disorders.
Public Safety and Security Knowledge of relevant equipment, policies,
procedures, and strategies to promote effective local, state, or national security
operations for the protection of people, data, property, and institutions.

Education Level Required


Bachelor's degree or equivalent work experience required. 7 to 9 years work
experience in a relevant fraud investigation/detection or banking environment
Requires strong analytical and problem solving skills as well as a strong
attention to detail and the ability to think outside of the box. Project management
skills a must.
Demonstrates high energy/creativity and an aptitude for fraud loss
mitigation; and a relentless customer focus
Ability to develop and monitor performance metrics for staff and systems
and to concisely report data required
Excellent verbal and written communication skills required
Basic understanding of chargeback regulatory guidelines and compliance
and basic Microsoft office knowledge required. SQL is a plus.

Skills
Writing Communicating effectively in writing as appropriate for the needs of

the audience.
Active Listening Giving full attention to what other people are saying, taking
time to understand the points being made, asking questions as appropriate, and
not interrupting at inappropriate times.
Critical Thinking Using logic and reasoning to identify the strengths and
weaknesses of alternative solutions, conclusions or approaches to problems.
Reading Comprehension Understanding written sentences and paragraphs in
work related documents.
Speaking Talking to others to convey information effectively.
Active Learning Understanding the implications of new information for both
current and future problem-solving and decision-making.
Complex Problem Solving Identifying complex problems and reviewing
related information to develop and evaluate options and implement solutions.

Work Activities
Ensure that the same rules are applied objectively to employees at all levels of the
organization, including senior management17
Receive regular reports on the status of any investigations into reported or alleged
fraud
Select outside legal counsel to direct investigations when necessary, keeping the
selection process
independent of management to ensure investigation is free
from bias
Be actively involved in any investigations involving senior management
Together with management and legal counsel, determine whether, when, and to
whom voluntary disclosure of fraud incidents is necessary.

Job Descriptions

Job Title: Director of CSR Committee


Report To: Chief Executive Officer
Job Code: Z1Z256

Job Statement

This CSR visionary and strategist is responsible for designing an overarching CSR
strategy for the Company and for crafting relevant goals, policies and programs.
Expand and elevate the Companys understanding of the expectations of
consumers, customers, employees, investors and the broader society with respect
to responsible corporate citizenship.
Work closely with senior leaders, leading the effort to fulfill the commitment to
CSR in the design and implementation of the business strategies and operational
objectives of the company.

Work Context
Electronic Mail 100%
Telephone 90%
Face-to-Face Discussions 88%
Duration of Typical Work Week 82%
Freedom to Make Decisions 84%
Indoors, Environmentally Controlled 91%
Structured versus Unstructured Work 70%
Contact With Others 72%

Job Specifications

Duties and Responsibilities

To formulate and update the vision, strategy and execution of Corporate


Social Responsibility (CSR) programs for the Company
To oversee, coordinate and integrate the management of the Companys
CSR programs for:
o Employees
o Environment
o Communities and Interest Groups
o Government Instrumentalities (LGU, GAs, legislative bodies)
o Business Partners (shareholders, suppliers, clients, contractors,
GFIs, ODA, international organizations, energy family, program
partners, etc.)
To oversee the Companys integrated CSR program.
To conduct an annual review of the integrated CSR programs to ensure
that these:
o comply with applicable laws
o conform with international standards and global trends, and
o are consistent with Company policies, guidelines and objectives
on CSR
To ensure that the CSR program is integrated and applied consistently
throughout the organization
To identify and recommend program enhancements that will increase
effectiveness and overall improvement in company performance and
image.
To apprise the Board/President regularly of the accomplishments and
issues/concerns related to the integrated CSR program.
To redefine, in consultation with the Board, the roles, duties and
responsibilities of the Committee in order to integrate the dynamic
requirements of business and the future plans of the Company, subject
at all times to the principles of sound corporate governance
To undertake special projects or activities which the Board/President or
the Committee considers necessary, and perform other tasks or duties
as may be requested or delegated by the Board or the President.

Education Level Required

MBA or advanced degree in relevant field preferred.


Experience within industry
Experience within company
Specific experience in one of the key disciplines: environment, community
relations, supply chain, diversity, etc.
Previous international/global experience
10 years of experience with high-profile branded organization in a
leadership role

Job Descriptions

Job Title: Director of Risk Committee


Report To: Chief Risk Officer
Job Code: Z1Z2Z3Z4

Job Statement
Work Context
Electronic Mail 100%
Telephone 95%
Face-to-Face Discussions 86%

Duration of Typical Work Week 82%


Freedom to Make Decisions 64%
Indoors, Environmentally Controlled 91%
Structured versus Unstructured Work 68%
Contact With Others 73%
Letters and Memos 50%
Spend Time Sitting 55%

Essential Functions & Responsibilities

Analyze and determine risks to help clients make sound financial decisions.

Determine solutions to minimize or eliminate risks.

Help clients meet financial goals.

Analyze financial statements such as profit and loss, company budget and
employee headcount reports.

Compile reports showing the proposed plan of action for existing and
potential clients

Review other risk factors including problems with the physical location of the
organization, potential for robberies and the likelihood of employees being injured
on the job.

Examine and interpret statistical reports.

Predict the future trends from the current developments in the market and
recommend the management accordingly to plan the strategies.

Monitor and assess the post-period implementation of risk management


strategies.

Aid in the constructive developments for the company to create good capital .

Tasks performed

Determining the most important of the companys operational risks, including


identifying any potentially catastrophic risks

Making recommendations to the board of directors with respect to the


amount of risk-taking activity in which the company should engage on an
enterprise-wide level
Overseeing company-wide risk management practices

Establishing qualitative and quantitative risk and reward goals and


monitoring key risks on a regular basis

Reviewing the companys periodic reports to ensure proper disclosure of risks


and risk factors

Reviewing systems of communication, both vertically and horizontally, to


ensure the proper flow of information related to risks

Tools & Technology Used


Laser fax machine Laser facsimile machines
Notebook computers Laptop computers
Photocopiers Photocopying equipment
Scanners Computer data input scanners
Special purpose telephones Multi-line telephone systems
Technology used in this occupation:
Analytical or scientific software Aptech Systems GAUSS software; SAS software;
StataCorp Stata; The MathWorks MATLAB
Development environment software Microsoft Visual Basic; Ruby *
Information retrieval or search software Factiva; Standard & Poor's Capital IQ
Compustat; Standard & Poor's Capital IQ software
Object or component oriented development software C++; Practical extraction
and reporting language Perl
Operating system software Linux; UNIX

Job Specifications
Knowledge
Mathematics Knowledge of arithmetic, algebra, geometry, calculus, statistics,
and their applications.

English Language Knowledge of the structure and content of the English


language including the meaning and spelling of words, rules of composition, and
grammar.
Economics and Accounting Knowledge of economic and accounting principles
and practices, the financial markets, banking and the analysis and reporting of
financial data.
Administration and Management Knowledge of business and management
principles involved in strategic planning, resource allocation, human resources
modeling, leadership technique, production methods, and coordination of people
and resources.
Computers and Electronics Knowledge of circuit boards, processors, chips,
electronic equipment, and computer hardware and software, including applications
and programming.

Education Level Required

Bachelor degree in administration


Experience of minimum 4 years in business administration, claim investigation and
support
License from certified professional in Healthcare risk management

Job Descriptions
Job Title: Director of Audit Committee
Report To: Chief Financial Officer
Job Code: Z1Z23

Job Statement
Development and execution of the internal audit plan for ICICI. Responsibilities
include compliance with Section 404, performing other financial, operational and
other audits and special projects to ensure accuracy of financial information,
effective internal controls, compliance with company policies and the applicable
external regulations.

The director will manage a team of internal auditors and on occasion, external
consultants, in developing internal audit scope, performing audit procedures and
preparing audit reports for review by management and the Audit Committee of the
Board of Directors. This includes performing critical project management duties in
the planning, scheduling, coordinating and overseeing of audit projects and status.
Additionally, the Director will be assisted by the Internal Audit Manager, with
periodic reporting to the Audit Committee, risk assessment and development of the
annual internal audit plan.

Essential Functions & Responsibilities

Appointing statutory auditors and monitoring their work (oral presentations


and written report to the Board of Directors).

Examining the parent company's financial statements and


consolidated financial statements before they are reviewed by the Board of
Directors.

Monitoring the implementation of internal control and risk management


procedures.

Auditing the effectiveness of such procedures, with the help of the internal
audit department.

At the Board of Directors' request, reviewing major transactions being


considered by Total.

Implementing and monitoring compliance with the Financial Code of Ethics.

Implementing and monitoring a whistle blowing process concerning


accounting, internal control and audit issues. The process is available to employees,
shareholders and third parties.

Where applicable, reviewing major transactions that might have given rise to
a conflict of interest.

Reviewing the procedure for booking Total's proved reserves.

Tasks performed

to monitor the integrity of the companys financial statements and


announcements;

to review internal financial controls and (unless there is a separate risk


committee) risk management systems;

to monitor and review the internal audit function;

to recommend the appointment or replacement of external auditors and to


review the effectiveness of their work;

to develop and implement policy on the use of the auditors for non audit
services.

Job Specifications
Education Level Required

The ideal candidate has the following educational qualifications and professional
experience:
* Bachelor degree in Accounting with Certified Public Accountant ( CPA )
* Minimum of 5-7 years of auditing experience with a public accounting firm,
preferably one of the Big 4

Knowledge

* Strong technical knowledge of Generally Accepted Accounting Principles


* A broad-based knowledge of internal control and compliance
* Significant Financial Reporting experience for a publicly listed company is
preferred
* Significant retail industry knowledge and experience is preferred
* Strategic planning ability
* Demonstrated ability to plan, schedule and conduct audits
* Ability to manage resources in and out of department
* Ability to effectively distribute work load
* Advanced planning and project management skills
* Excellent time management skills
* Ability to manage multiple projects concurrently to meet deadlines
* Strong leadership skills including ability to motivate and/or persuade others
(including associates in Internal Audit and business partners across the organization
* Ability to work in a team setting as well as independently
* Ability to effectively manage and evaluate the performance of staff
* ACL experience is a plus

Skills and Abilities


LANGUAGE SKILLS:

* Excellent interpersonal, written and verbal communication skills


* Strong attention to detail
* Ability to interact effectively and work closely with various levels of management
and operational areas
* Ability to create appropriate written reports
* Ability to prepare appropriate work-paper documentation evidencing procedures
performed
* Ability to effectively communicate, both verbally and in writing, observations from
review and supervision of assigned associates
* Excellent presentation skills
* Ability to express and explain clearly and effectively
* Ability to analyze and inquire clearly and effectively (know what to ask)

REASONING ABILITY:

* Ability to analyze data independently


* Ability to identify errors, omissions, deficiencies, and/or opportunities for
improvement
* Ability to evaluate the action plans to address the matters identified
* Ability to define problems, collect data, establish facts and draw valid conclusions
* Ability to act with good judgment
inShare

Work Activities
Getting Information Observing, receiving, and otherwise obtaining information
from all relevant sources.
Evaluating Information to Determine Compliance with Standards Using
relevant information and individual judgment to determine whether events or
processes comply with laws, regulations, or standards.
Communicating with Supervisors, Peers, or Subordinates Providing
information to supervisors, co-workers, and subordinates by telephone, in written
form, e-mail, or in person.
Updating and Using Relevant Knowledge Keeping up-to-date technically
and applying new knowledge to your job.
Analyzing Data or Information Identifying the underlying principles, reasons,
or facts of information by breaking down information or data into separate parts.
Interacting With Computers Using computers and computer systems
(including hardware and software) to program, write software, set up functions,
enter data, or process information.
Processing Information Compiling, coding, categorizing, calculating,
tabulating, auditing, or verifying information or data.

Work Styles
Integrity Job requires being honest and ethical.
Attention to Detail Job requires being careful about detail and thorough in
completing work tasks
Analytical Thinking Job requires analyzing information and using logic to
address work-related issues and problems.
Dependability Job requires being reliable, responsible, and dependable, and
fulfilling obligations.
Self-Control Job requires maintaining composure, keeping emotions in check,
controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Initiative Job requires a willingness to take on responsibilities and challenges.
Achievement/Effort Job requires establishing and maintaining personally
challenging achievement goals and exerting effort toward mastering tasks.

Cooperation Job requires being pleasant with others on the job and displaying a
good-natured, cooperative attitude.

Work values
Independence Occupations that satisfy this work value allow employees to
work on their own and make decisions. Corresponding needs are Creativity,
Responsibility and Autonomy.
Achievement Occupations that satisfy this work value are results oriented and
allow employees to use their strongest abilities, giving them a feeling of
accomplishment. Corresponding needs are Ability Utilization and Achievement.
Recognition Occupations that satisfy this work value offer advancement,
potential for leadership, and are often considered prestigious. Corresponding needs
are Advancement, Authority, Recognition and Social Status.

Job Descriptions

Job Title: Senior General Manager


Report To: Director of IT Committee
Job Code: B1B2B45

Job Statement

Implements human resources programs by providing human resources


services, including talent acquisition, staffing, employment processing,
compensation, health and welfare benefits, training and development,
records management, safety and health, succession planning, employee
relations and retention, AA/EEO compliance, and labor relations; completing
personnel transactions.
Develops human resources solutions by collecting and analyzing information;
recommending courses of action.
Improves manager and employee performance by identifying and clarifying
problems; evaluating potential solutions; implementing selected solution;
coaching and counseling managers and employees.
Completes special projects by clarifying project objective; setting timetables
and schedules; conducting research; developing and organizing information;
fulfilling transactions.
Manages client expectations by communicating project status and issues;
resolving concerns; analyzing time and cost issues; preparing reports.
Prepares reports by collecting, analyzing, and summarizing data and trends.
Protects organization's value by keeping information confidential.
Complies with federal, state, and local legal requirements by studying
existing and new legislation; anticipating legislation; enforcing adherence to
requirements; advising management on needed actions
Updates job knowledge by participating in educational opportunities; reading
professional publications; maintaining personal networks; participating in
professional organizations.

Education Level Required


Degree in Business Management or equivalent level of experience.

Job Specifications

Skills

An ability to communicate at all levels


Target driven - with the ability to work to, and set, timely performance
goals/targets and clear objectives
A strategic thinker
A motivational and supportive management style
An excellent communicator
An experienced networker
An interest in, and empathy with, farming, the environment and
conservation

Job Descriptions
Job Title: General Manager
Report To: Senior General Manager
Job Code: B1B2

Job Statement
Work Context
Telephone 100%
Freedom to Make Decisions 80%
Structured versus Unstructured Work 86%
Contact With Others 79%
Impact of Decisions on Co-workers or Company Results 73%
Face-to-Face Discussions 77%
Indoors, Environmentally Controlled 84%
Frequency of Decision Making 75%
Deal With External Customers -77%
Duration of Typical Work Week -70%

Essential Functions & Responsibilities

Tasks performed

Oversee activities directly related to making products or providing services.


Direct and coordinate activities of businesses or departments concerned with the
production, pricing, sales, or distribution of products.
Review financial statements, sales and activity reports, and other performance data
to measure productivity and goal achievement and to determine areas needing cost
reduction and program improvement.
Manage staff, preparing work schedules and assigning specific duties.

Direct and coordinate organization's financial and budget activities to fund


operations, maximize investments, and increase efficiency.
Establish and implement departmental policies, goals, objectives, and procedures,
conferring with board members, organization officials, and staff members as
necessary.
Determine staffing requirements, and interview, hire and train new employees, or
oversee those personnel processes.
Plan and direct activities such as sales promotions, coordinating with other
department heads as required.
Determine goods and services to be sold, and set prices and credit terms, based on
forecasts of customer demand.
Locate, select, and procure merchandise for resale, representing management in
purchase negotiations.

Job Specifications

Education Level Required:

Master's degree

Job Descriptions

Job Title: Joint General Manager


Report To: General Manager
Job Code: B1B2B34

Job Statement
Plan, direct, or coordinate the operations of public or private sector organizations.
Duties and responsibilities include formulating policies, managing daily operations,
and planning the use of materials and human resources, but are too diverse and
general in nature to be classified in any one functional area of management or
administration, such as personnel, purchasing, or administrative services.

Work Context

Telephone 100%
Freedom to Make Decisions 80%
Structured versus Unstructured Work 86%
Contact With Others 79%
Impact of Decisions on Co-workers or Company Results 73%
Face-to-Face Discussions 77%
Indoors, Environmentally Controlled 84%
Frequency of Decision Making 75%
Deal With External Customers 75%
Duration of Typical Work Week 70%

Tasks Performed

Manage staff, preparing work schedules and assigning specific duties.


Direct and coordinate organization's financial and budget activities to fund
operations, maximize investments, and increase efficiency.
Establish and implement departmental policies, goals, objectives, and procedures,
conferring with board members, organization officials, and staff members as
necessary.
Determine staffing requirements, and interview, hire and train new employees, or
oversee those personnel processes.
Plan and direct activities such as sales promotions, coordinating with other
department heads as required.
Determine goods and services to be sold, and set prices and credit terms, based on
forecasts of customer demand.
Locate, select, and procure merchandise for resale, representing management in
purchase negotiations.

Job Specifications

Work Styles
Dependability Job requires being reliable, responsible, and dependable, and
fulfilling obligations.
Attention to Detail Job requires being careful about detail and thorough in
completing work tasks.
Leadership Job requires a willingness to lead, take charge, and offer opinions
and direction.
Self Control Job requires maintaining composure, keeping emotions in check,
controlling anger, and avoiding aggressive behavior, even in very difficult situations.

Job Descriptions

Job Title: Deputy General Manager


Report To: General Manager
Job Code: C1C2C3

Job Statement
Plan, direct, or coordinate the operations of public or private sector organizations.
Duties and responsibilities include formulating policies, managing daily operations,
and planning the use of materials and human resources, but are too diverse and
general in nature to be classified in any one functional area of management or
administration, such as personnel, purchasing, or administrative services.

Work Context
Telephone 100%
Freedom to Make Decisions 80%
Structured versus Unstructured Work 86%
Contact With others 79%
Impact of Decisions on Co-workers or Company Results 73%
Face-to-Face Discussions 77%
Indoors, Environmentally Controlled 84%
Duration of Typical Work Week 70%

Job Specifications
Essential Functions & Responsibilities

Responsible for Managing sales schemes, incentive programs and other sales
promotion activities.

Responsible for reviewing and accounting og margin s of mobility business

Responsible for managing marketing funds and pass through payments of mobility
vendor

Responsible for SOX and audit compliance

Responsible for monthly closing vendor claim management

Evaluating business commercials for new product launch and deals

Framing systems and process for smooth operation

Responsible for RDS reconciliation scheme management

Job Specifications

Education Level Required


UG: B.Com - Commerce
PG:MBA/PGDM - Finance, CA
Doctorate:Any Doctorate - Any Specialization, Doctorate Not Required

Job Descriptions
Job Title: Chief Manager
Report To: Manager
Job Code: A1B23
Supervises: All the departments of the branch

Job Statement
Tasks Performed
Plan and direct the branch operations and administer the working of the whole
branch.
Supervise the human resource of its own branch department wise.
Marketing of the bank which includes achieving the deposit targets assigned to the
branch.

Job Specification
Education Level Required
16 years of education Masters degree or equivalent
Preferred field of study in MBA Marketing
At least 5 years of experience in banking or any financial organization including
marketing.
Minimum age limit is 25 years

Essential Functions and Responsibilities

Attending meetings for the marketing and making sure the targets are
achieved within the given time.
Provide a superior level of customer relations and promote the sales and
service culture.
Evaluate the performance of the employees working under his/her
supervision.
Reporting about all the duties and responsibilities to the Regional Manager

Job Descriptions

Job Title: Deputy Manager


Report To: Manager
Job Code: B1B2

Job Statement
Tasks Performed

To promote the aims and objectives of the Setting;

To promote the high standards of the Setting at all times to parents/carers, staff
and visitors;

To assist the manager in showing parents/carers around the Setting facilities and
sending out information;

To ensure the Setting maintains ahigh standard of physical and emotional care;

To lead a team of professional workers and to ensure good practice at all times;

To assist the manager in setting and implementing objectives and policy for the
Setting;

To assist with the planning and organisation of staffing schedules and holiday
rotas to ensure adequate staffing levels are maintained in accordance with Local
Authority guidelines and Setting procedures;

To assist with the implementation of administrative procedures involved with: registration, place allocation, and other related matters;

To assist with the development and implementation of systems to monitor and


record child development;

To assist with the preparation and maintenance of materials and equipment;

To be responsible for the Health and Safety standards appropriate for the needs
of young children and ensuring staff compliance and awareness;

To ensure high standards of hygiene and cleanliness are maintained at all times;

To ensure the Setting maintainsa high quality environment to meet the needs of
individual children from differing cultures and religious backgrounds, and stages
of development;

To ensure confidentiality of information received;

To assist with staff development and training;

To assist the manager in the supervision of thetraining of students in placement


within the Setting;

Liaise with parents/carers, other family members and staff to help ensure that
the particular needs of children are met and that parental choice is considered in
terms of care given;

To liaise with outside agencies as required;

Assist

the

manager

with

the

efficient

upkeep

of

the

building

and

maintenance/stock of equipment, furnishings and fittings;

Maintaining staff awareness of fire drill in accordance with the code of practice;

To attend monthly staff / planning meetings and training sessions outside


working hours;

To undertake such other duties and responsibilities of an equivalent nature as


may be determined from time to time by the Setting manager;

To deputise for the manager in their absence.

To actively promote and support the safeguarding of children and young people
in the workplace, ensuring that all staff and volunteers observe Setting policies
and procedures to keep children safe from harm.

Work Context
Electronic Mail 100%
Telephone 74%
Face-to-Face Discussions 90%
Letters and Memos 78%

Job Specifications
Education Level Required
High School Diploma
Credit Union Experience
Possess minimum of three years of related experience to include proven sales and
lending competency.

Skills
Proficiency with Microsoft Word, Excel, Outlook
General computer familiarity
Working knowledge of banking software- Symitar System proficiency a plus

Abilities

Ability to work professionally with credit union members and staff.


Display courtesy and attentiveness to both members and co-workers
Flexibility/Willingness to change as job evolves and daily schedule changes.
Recognition of members, greet with a smile and use members name whenever
possible.
Upon completion of branch visit ask member if there is anything else I can do
for you today if not, Thank you and have a nice day (Sample Language)
Patience and understanding with difficult members.
Team player

Essential Functions & Responsibilities:

Establishing and maintaining positive customer relationships.


Planning and monitoring the progress of new and existing financial products.
Responsibilities and work activities may vary between retail, corporate and
commercial banking.
They may be assigned customer handling tasks such as passing a cheque,
cash management, or issuing drafts. The person may be shifted to other
departments subsequently.

Job Descriptions
Job Title: Assistant Manager
Report To: Manager
Job Code: A1B12

Job Statement
Thorough knowledge of credit union products and services.
Coaching to meet branch and individual sales goals.
Maintain a highly motivated, well-trained staff along with maintaining effective
employee relations.
Develop the MSRs in sales, technical and people skills.
Ensure that credit union policies and procedures are adhered to.
Ensure adequate staffing for efficient branch operation.
Be in compliance with Federal laws and regulations set forth by the National Credit
Union Administration and other regulatory agencies.
Perform all job responsibilities with a positive approach at all times.
Resolve member problems that require a management-level decision.
Responsible for MSR department evaluations in MSR area.
Advise Branch Manager of any department or branch office issues

Work Context
Electronic Mail 100%
Face-to-Face Discussions 99%
Telephone 100%
Contact With others 72%

Job Specifications
Proven Sales skills,
sales/production goals

by

demonstrated

success

in

consistently

meeting

Staff Coaching in Sales techniques and achievement of retail sales goals both on
the individual level and branch level.
Experience in processing account transactions, loan applications,new accounts.

Education Level Required


High School Diploma
Credit Union Experience
Banking courses or related seminars

Skills
Proficiency with Microsoft Word, Excel, Outlook
General Computer Familiarity

Job Descriptions
Job Title: Senior Officer
Report To: Manager
Job Code: A1A2A3
Job Statement

Achieving assigned PMS through assigned channel

Handling home insurance product

To achieve product-wise volume and value targets.

To solve problems/issues and develop a strong relationship with the channel

To provide after sales service.

Essential Functions & Responsibilities:

Achieving the sales target assigned through an array of retail products available
with the company
Achievement of product-wise targets

Formulate outbound and inbound sales plan to acquire new HNI customers for
increasing customer base of the portfolio

Conduct risk profiling of all mapped clients for better advisory on investment needs

Ensuring client contactability at all times through updation of latest contact details
in all necessary systems

Job Specifications:
Education Level Required Bachelor's degree
Skills

Screening
Talent Acquisition
Technical Recruiting
Sourcing
Vendor Management
Team Management
Recruiting
Performance Appraisal
Performance Management
Business Development
MIS
HR Consulting
Talent Management
Relationship Management
Executive Search
Employee Relations
Market Research

Work Styles:

Integrity Job requires being honest and ethical.


Stress Tolerance Job requires accepting criticism and dealing calmly and
effectively with high stress situations.
Leadership Job requires a willingness to lead, takes charge, and offer opinions
and direction.
Dependability Job requires being reliable, responsible, and dependable, and
fulfilling obligations.
Initiative Job requires a willingness to take on responsibilities and challenges.
Self Control Job requires maintaining composure, keeping emotions in check,
controlling anger, and avoiding aggressive behavior, even in very difficult situations.
Adaptability/Flexibility Job requires being open to change (positive or
negative) and to considerable variety in the workplace.
Concern for others Job requires being sensitive to others' needs and feelings
and being understanding and helpful on the job.

Cooperation Job requires being pleasant with others on the job and displaying a
good-natured, cooperative attitude.

Work Values:
Relationships Occupations that satisfy this work value allow employees to
provide service to others and work with co-workers in a friendly non-competitive
environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Recognition Occupations that satisfy this work value offer advancement,


potential for leadership, and are often considered prestigious. Corresponding needs
are Advancement, Authority, Recognition and Social Status.

Job Descriptions
Job Title: Junior Officer
Report To: Senior Officer

Job Code: A1A2

Job Statement
The incumbent would be responsible for achieving the monthly sales targets,
assigned to him/her, for various products and services offered by ICICI Bank.
Cross sell new product and service opportunities
Market mapping, customer mapping, competitor mapping in the geography
assigned
Proactively identify sales prospects and do business development activities in the
geography assigned
Follow up on new leads and referrals resulting from field activity
Coordinate with internal teams to accomplish the task assigned
Work within the compliance boundaries set by the regulatory bodies and the Bank
Work for satisfying the customer needs by right selling the products and services
offered by the Bank
Proactively resolve customer queries/issues in order to achieve highest customer
satisfaction
Maintain periodic status reports, including daily activity matrix and calls/follow-ups
made

Essential Functions &Responsibilities :

Follow the various internal guidelines and procedures of the bank


Ensure customer satisfaction.
Resolve customer queries/issues

Job Specifications
Education Level Required

Bachelor's degree

Skills required

Good communication
Ability to build and maintain relationships with new and existing customers
Ability to engage with people in a convincing manner
Ability to generate ideas which can help him/her and the team to achieve the
targets assigned
Drive and passion for result

Work Styles

Integrity Job requires being honest and ethical.

Self Control Job requires maintaining composure, keeping emotions in check,


controlling anger, and avoiding aggressive behavior, even in very difficult situations.

Stress Tolerance Job requires accepting criticism and dealing calmly and
effectively with high stress situations.

Adaptability/Flexibility Job requires being open to change (positive or


negative) and to considerable variety in the workplace.
Concern for Others Job requires being sensitive to others' needs and feelings
and being understanding and helpful on the job.
Cooperation Job requires being pleasant with others on the job and displaying a
good-natured, cooperative attitude.
Persistence Job requires persistence in the face of obstacles.

Work Values-

Relationships Occupations that satisfy this work value allow employees to


provide service to others and work with co-workers in a friendly non-competitive
environment. Corresponding needs are Co-workers, Moral Values and Social Service.

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