Getting a referral is 5x more effective than applying directly
Job Description
Roles and Responsibilities - Responsible for meeting the branch targets set and that all guidelines and regulatory requirements are followed. - Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. - Responsible for managing, training and motivating staff. - Responsible to represent bank whenever required - So that the branch becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the branch also achieves the key performance parameters set Key Result / Responsibility Areas: 1. Business Achievement and Development : - Ensure proper scoping is done and target/niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams - Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified : a) Attain SB nos and values- meet number and value targets b) Attain CA nos and values in the area- meet number and value targets c) Cross sell FDs to the customers of the Bank and achieve number and value targets d) There is higher penetration of FD on individual customers of the branch e) Salary accounts and NR accounts targets are also met - Ensure quality of sourcing is maintained and depletion rates are controlled. - Ensure that Salary credits reach or exceed the expect Salary Credit targets - Ensure that all managed portfolios (Preferred/Classic/Imperia, etc) are effectively managed through PB- s, RM- s, Imperia RM, IRM, Investment Advisors etc. and that set targets on each of the portfolios is reached. - Also, BM has to ensure seamless servicing of PBG & BBG raced HNW customers in coordination with the respective PBG/BBG RM & Supervisors. - Staff is made aware of the targets on the portfolio (Preferred/Classic/Imperia, etc), which includes Customer To Group Ratio and Income Generating Product Holding. - Ensure that the High Networth individuals are persuaded to avail the private banking products and services (advisory, etc)
Services you might be interested in
Improve Your Resume Today
Boost your chances with professional resume services!
Get expert-reviewed, ATS-optimized resumes tailored for your experience level. Start your journey now.
