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Principal Accountabilities:
1. Be the face of the bank in the given geography for all segments.
2. Be able to Drive Team and Business in the Market.
3. Be able to present be articulate and manage senior profiles and dignitaries.
4. Achievement of incremental number and value targets for Liabilities (CA, SA, FD); and Fee
Products revenue from Trade /FX and third party product (MF, LI, GI, & other fee products),
Wealth Management.
5. Prepare and monitor Sales plan for the branch.
6. Build a healthy liability and business banking book.
7. Increase market share in the market.
Sales &Business Development:
Sales Planning :
- Prepare and track product wise - liabilities, fee – AOP for the full financial year.
- Commerce and catchment mapping.
- Prepare and review monthly activity calendar of outbound activities of BSM / JO.
- Roll out MOP for outbound and inbound sales on 1st of every month followed by weekly and monthly reviews.
- Review all employees in branch quarterly.
- Review productivity of RMPAs/ BOM’s/ BBs/PBCS on a weekly basis.
- Present, self and team as Face of the Bank, with Good command on English and being WELL
Groomed.
- Review and handhold BOM’s & PBCSs on a daily basis and Sales Team on a weekly basis.
- Conduct Daily Morning Huddles to discuss daily plan and agenda for employees.
- Ensure proper on-boarding of all new customers acquired.
- Sale of 3 products per customer within 90 days of account opening.
- Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation.
- Maintain quality of customer acquisition through sourcing mix and on-boarding process.
- Monitoring DSRs on a regular basis.
- Lead management proper assignment and closure of leads.
- Tapping markets or customer segments within the catchment of the branch, which are hitherto
- untapped, to increase the GL Base of the branch.