220 Way To Go Consulting Jobs
Branch Head - Retail Liabilities - Bank (4-6 yrs)
Way To Go Consulting
posted 1mon ago
Fixed timing
Key skills for the job
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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