Geography Cross-sell and Portfolio Manager
2 weeks ago
Geography Liability Portfolio Manager Role
About the Role
The Geography Liability Portfolio Manager 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. The candidate 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.
Key Responsibilities
Account planning – Plot cross-sell products missing against each account, set up a plan, and ensure delivery. Ensure regular cadence with branch banking team, monitor lead progress, assess quality and quantity of leads. 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 Postgraduate qualification. Experience: min 5-8 years handling 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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