Geography Liability Portfolio Manager
3 weeks ago
Job Description
Axis Bank is seeking a skilled Geography Liability Portfolio Manager to join our team. The successful candidate will be responsible for driving liability and third-party products by ensuring regular coordination with MEG GHs, State Heads, and RMs, ensuring desired productivity and PPC growth.
About the Role
The Geography Liability Portfolio Manager will be a key resource well-versed in liability products such as Current Accounts/Term Deposits and will drive other cross-sell products such as Burgundy Private, SA VCIP, GI, and LI for MEG customers. Developing strategies and campaigns within geography to ensure liability and third-party budgets are met.
Key Responsibilities
- Account planning:
- Plot cross-sell products missing against each account, set up a plan, and ensure delivery.
- To ensure regular cadence with branch banking team, monitor lead progress, assess quality, and quantity of leads.
- Candidate will coordinate with respective RBBHs, Circle heads, and ensure desired outcomes on leads.
- Ensuring desired growth of liability book across products such as CA CDAB, Term Deposit, and Salary Accounts in MEG, by coordinating with RMs, customers, and branch banking teams.
- Growing CA and CMS fees.
- Ensuring regular cadence with Burgundy Private, LI, GI, and Salary teams to track and ensure onboarding of ETB and NTB customers.
- Training RMs on liability products and third-party products such as LI and GI.
- Ensuring 100% SP certification for RMs.
Qualifications
Optimal qualification for success on the job is: MBA, CA, Other Post graduate qualification.
Experience
Min 5-8 years handing liability sales, branch banking, third-party products etc.
Role Proficiencies
For successful execution of the job, a candidate should possess the following:
- Candidate should be a go-getter.
- In-depth knowledge of various liability products, CMS, and third-party products.
- Should be able to plan and execute budgets for various products in coordination with GHS, State Heads, RMs, branches, and product teams.
- Good communication and inter-personal skills.
- Should be able to motivate and train RMs to get desired level of productivity.
- Should be able to deal with various hierarchies to drive the agenda.
- Should be able to effectively deal with customers, branch banking, WBO, and products teams to ensure maximum PPC penetration and revenue growth.
- Should be able to independently plan and execute the strategy to achieve the desired growth in liability and treasury business.
Grade
AVP
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