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Cluster Head Sales
2 months ago
Core ResponsibilitiesResponsible for cluster level targets on CASA Numbers & NAV and X-sell as described in the goal sheetsDriving cluster wise plan for CASA acquisition and related x-sell of hook products (e.g. EXIM, BB, RB) and household products through dedicated team of CSL – Business & CSLEnsure branches with budgets on CASA are achieving the desired number and value in his respective clusterWork closely with all Business Units to enhance business opportunities on CASABuild synergies across all channels and ensure to provide a conducive environment for the teamEnsure adequate focus on knowledge management of team, FTNR & TAT of account opening to improve customer experience and regulatory adherenceShould maintain strong domain knowledge of sales process management, customer segments and relevant product offeringDrive a behavior of hook based acquisition on both CA and SAManage / Own Top 25 customers of the cluster along with the respective StakeholdersAt any point in time have a wish list of HVA accounts for the cluster and review it periodically with all stake holdersEnsure a CRM at every CSL level is created and reviewed every week on its progressResponsible for bulk sourcing of CASA through business development initiativesCA - Associations / Trade Bodies / Professional Bodies / Segmental Markets/ SA - Clubs / Societies / Professional BodiesTo be measured on overall number and value for CA and SAExpected Average Productivity for BRP for CA and SA (to be defined in scorecard)Expected Average Productivity for CRP for SA and CA (to be defined in scorecard)Over achievement of CA NAV can be fungible for SA NAV (To be defined In scorecard)Manpower gaps at any given point not to exceed 5 % on budgeted count (Budget VS Actual)Build network to gather market intelligence on competition and create appropriate sales plan for acquisition teams’/ feedback mechanism for product teams.Should work closely with Product /Channel for support on driving the assigned targets.Ensure hook penetration & cross sell at the time of account opening and activation post account opening
Minimum QualificationsBachelor’s degreeMaster’s degree is preferred
SkillsP&L Management for ClusterBanking process and product knowledgeThorough knowledge of daily banking operations and products and servicesRBI regulatory knowledgeCost ManagementRevenue GenerationCASA Mobilization
Years of ExperienceA minimum of 8-7 years of relevant experience with at least 4 years in a similar role
