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220 Way To Go Consulting Jobs

Branch Head - Retail Liabilities - Bank (4-6 yrs)

4-6 years

Gurgaon / Gurugram

Branch Head - Retail Liabilities - Bank (4-6 yrs)

Way To Go Consulting

posted 1mon ago

Job Role Insights

Fixed timing

Job Description

About the job

Principal Accountabilities:

1. Be the face of the bank in the given geography for all segments.

- Be able to Drive Team and Business in the Market.

- Be able to present be articulate and manage senior profiles and dignitaries.

- Achievement of incremental number and value targets for Liabilities (CA, SA, FD); and Fee

- Products revenue from Trade /FX and third party product (MF, LI, GI, & other fee products),

Wealth Management:

- Prepare and monitor Sales plan for the branch.

- Build a healthy liability and business banking book.

- Increase market share in the market.

- Sales &Business Development:

Sales Planning :

- Prepare and track product wise - liabilities, fee - AOP for the full financial year.

- Commerce and catchment mapping.

- Prepare and review monthly activity calendar of outbound activities of BSM / JO.

- Roll out MOP for outbound and inbound sales on 1st of every month followed by weekly and monthly reviews.

- Review all employees in branch quarterly.

- Review productivity of RMPAs/ BOM's/ BBs/PBCS on a weekly basis.

- Present, self and team as Face of the Bank, with Good command on English and being WELL Groomed.

- Review and handhold BOM's & PBCSs on a daily basis and Sales Team on a weekly basis.

- Conduct Daily Morning Huddles to discuss daily plan and agenda for employees.

- Ensure proper on-boarding of all new customers acquired.

- Sale of 3 products per customer within 90 days of account opening.

- Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation.

- Maintain quality of customer acquisition through sourcing mix and on-boarding process.

- Monitoring DSRs on a regular basis.

- Lead management proper assignment and closure of leads.

- Tapping markets or customer segments within the catchment of the branch, which are hit her to
untapped, to increase the GL Base of the branch


Functional Areas: Banking/Insurance

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What people at Way To Go Consulting are saying

What Way To Go Consulting employees are saying about work life

based on 26 employees
74%
88%
100%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
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Way To Go Consulting Benefits

Job Training
Team Outings
Work From Home
Soft Skill Training
Free Food
Education Assistance +6 more
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