Geography Cross-Sell and Portfolio Manager
1 month ago
Job Title: Geography Cross-Sell and Portfolio Manager
About the Role:
The Geography Cross-Sell and 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.
- Regular cadence with branch banking team: Monitor lead progress, assess quality and quantity of leads, and coordinate with respective RBBHs, Circle heads, and ensure desired outcomes on leads.
- Liability book growth: Ensure 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.
- CA and CMS fees growth: Ensure regular cadence with Burgundy Private, LI, GI, and Salary teams to track and ensure onboarding of ETB and NTB customers.
- RM training: Train RMs on liability products and third-party products such as LI and GI.
- SP certification: Ensure 100% SP certification for RMs.
Qualifications:
Optimal qualification for success on the job is: MBA, CA, or 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.
- Ability 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.
- Ability to motivate and train RMs to get desired level of productivity.
- Ability to deal with various hierarchies to drive the agenda.
- Ability to effectively deal with customers, branch banking, WBO, and products teams to ensure maximum PPC penetration and revenue growth.
- Ability to independently plan and execute the strategy to achieve the desired growth in liability and treasury business.
Grade: AVP
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