Regional Portfolio Manager-Business Banking-Branch Banking-Sales

4 weeks ago

Delhi, 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

  • IndusInd Bank

    3 days ago

    Delhi, Delhi, India Indusind Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Positions : Deputy Branch Manager (DBM)Deputy Branch Manager (DBM) - Role Details:Deputy Branch Manager is responsible for overall management of the lobby team in the branch and for achieving excellence across service, sales and operational functions in the branch. The Deputy Branch Manager reports to the Branch Manager who is the overall head of the...

  • Investment Specialist-branch Banking-branch Banking-regional Sales

    4 weeks ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time

    Job Category KMBLDegree Level Bachelor s Degree Investment Specialist - RMCE Job code-160076Grade- M4 M5 Location MumbaiJob RoleOwnership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped AreaPenetration of client base for creating new investors in MF investments from existing client...

  • Wealth Manager-Banking Partner/Sr Banking Partner

    4 days ago

    Delhi, Delhi, India Dreams Solution Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description Banking Partner/Sr Banking Partner – Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Mumbai Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships...

  • Manager - Banking Sales

    3 weeks ago

    Delhi, Delhi, India iServeU Technology Full time

    About the job:Job Position: Manager- Banking SalesJob Locations: DelhiCompensation: NegotiableExperience: 4+ YearsSkills: Banking Sales, Banking Relationship Management, Solution selling to banksCompany Introduction:iServeU is Asia's leading banking infrastructure platform provider enabling financial enterprises to offer embedded banking services to their...

  • Urgent Sales Manager-banc Assurance-psu Bank Ntus

    4 weeks ago

    Delhi, Delhi, India Bajaj Allianz Full time

    Execution Support partners to register claims on behalf of customers coordinate to ensure approvals within agreed timelines Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc Gather relevant documents from customer post sales and...

  • Sales Manager – TASC

    1 week ago

    Delhi, Delhi, India IndusInd Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Job title: Sales Manager – TASCGrade Band: Junior/ Middle ManagementLocation: PAN IndiaBU / Function: Branch BankingReports to: Regional Head – TASCRole Details: To acquire, manage and grow the portfolio of TASC clients by offering tailored banking solutions, ensuring high service standards, compliance, and deepening relationships across various TASC...

  • 15h Left Regional Business Manager-SME-Sales

    4 weeks ago

    Delhi, Delhi, India Kotak Mahindra Bank Limited Full time

    Job DescriptionWholesale Banking - SME -Regional Business Manager (Acquisition)Grade - M8Location: Delhi, AerocityReporting to: National Acquisition ManagerSME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking...

  • Officer Branch Banking Analyst

    2 weeks ago

    Delhi, Delhi, India Deutsche Bank Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    About The Role :  Job TitleOfficer Branch Banking Corporate TitleAnalyst LocationNew Delhi Role Description- Term Deposit process and Branch Banking operations will be the primary responsibility of the candidate, which will include counter management, processing of domestic and FX payments & Collections, handling of customers and regulatory queries.-...

  • SKY-Phygital RM-Branch Banking-RO-CE

    2 days ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 4,80,000 - ₹ 6,00,000 per year

    CEC-Relationship Officer Customer Engagement (ROCE)- BRANCH BANKING-RO-CE India JOB DESCRIPTION Job Role: • Enhancement of Deposit pool from Customers • Establishing standards and delivery of service • Sale of non-deposit products. Cross selling targets progressively • Sale of MF and Insurance products • Fee Income • Branch Administration •...

  • Elite Relationship Manager-household-branch Banking-branch Banking

    4 weeks ago

    Delhi, Delhi, India Kotak Mahindra Bank Full time

    JOB ROLE - Elite Relationship Manager-HouseholdDevelops new and expands existing High Net worth Customer relationships for liabilities and commercial assets Ensures high levels of customer service orientation and application of bank policy Cross sells existing bank products to customers Informs customers of new products or product enhancements to further...