Branch Head

4 weeks ago


india Waytogo Consultants Full time

Execute and monitor overall administration and efficient daily operations of a full service branch

office; including operations, lending, product sales, customer service, security and safety in

accordance with the Bank's objectives.

Achievement of incremental number and value targets for Liabilities (CA, SA, FD); Assets

(Home, Auto & other assets) and Fee Products (MF, LI, GI, Gold & other fee products)

Prepare and monitor Sales plan for the branch

Build a healthy asset and liability book.

Increase market share in the catchment area (3 to 5 kms radius)

Sales Planning :

Prepare and track product wise - liabilities, assets & 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 1 st of every month followed by weekly and

monthly reviews.

Review all employees in branch quarterly.

Review productivity of BSMs / BOM’s/ JOs on a weekly basis.

Review and handhold BOM’s & BSMs on a daily basis and Sales Officers (JOs) 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.

Manage Key Branch Relationships

Ensure Wait Time within permissible limits as per segmental service approach

Achievement of branch Customer Service Scores target

Nil Critical Requests at branch

Nil Escalations at branch and complaint handling


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