Regional Portfolio Manager-Business Banking-Branch Banking-Sales

3 weeks ago

Delhi India Kotak Mahindra Bank Limited Full time

Job Description

Regional Portfolio Manager-Business Banking-BRANCH BANKING-Regional Sales

Job Role

- Financial Parameters
- Key Objective is to drive bank's strategy to grow over all CA book , enhance X sell and improve product and service holding ratio
- CA NTB Nos. and Value Achievement
- CA OTB Value Achievement
- No. of branches being OTB positive by the end of financial year
- Non-Financial Parameters
- Provide strategy and analytical support to branches to achieve their current account related targets, identify target segments, work for CA deepening and cross sell of products and services
- Formulate action plan for deepening relationship of newly acquired customers and driving sign-up for value added services which increase customer stickiness.
- Regular interaction with RBH/AM/BM and CA centric resources like CA RO, BBRO, BRM for the implementation of bank's strategy for business banking and ensuring desirable productivity from BB resources
- Execute compliance and regulatory requirements pertaining to Business Banking portfolio for the region.
- Provide/facilitate training for branches/ ROs-RMs regarding business banking products, processes, new regulatory guidelines as per requirement in consultation with regional business leaders
- Drive and monitor HO and regional business banking objectives /campaigns through release of weekly/monthly dashboards /updates and periodical reviews.
- Discuss with underperforming resources / branches/ clusters in specific HO and regional campaigns and chalk out remedial plans, guiding them through focused monitoring of performance and action plan through Weekly/Monthly interactions and updates.
- Giving feedback to RBH and HO about quality of NTB sourcing, new or customized requirement of branches and helping them in providing solutions
- Collaborating with regional resources of POS, CMS, Trade and assets team to maximise revenue on the portfolio.

- Skills:

- Domain knowledge of business banking products and business

- Analytical skills with sales & customer management experience

- Good interpersonal skills and ability to work with cross functional teams

- Banking Product & Process Knowledge

- Planning and Organizing Skills

- Communication and presentation skills

- Knowledge of Competition & Current trends in financial Industry.

Job Requirements

- Good understanding of business banking segment and products
- Prior work experience as a Team leader role in product/sales management of business banking products
- Good in communication, presentation and people management
- Understanding of regulatory guidelines, banking processes, tech/digital enablers
- Ability to read and understand data and derive insights
- Understanding of business banking customer life cycle
- Innovative and problem solving approach
- Ability to read consumer behavior and trends

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