Job Roles & Responsibilities:
- Identifying potential and scoping the clients for Asset growth (Budgeting)
- Ensure YoY Asset growth in line with verticals targets
- Responsible for managing the accounts/ clients for desired asset growth as per plan for the year
- Increasing Asset Product Mix for the client - CC/OD/WCDL/TL/DRUL etc
- Increasing the asset book by acquiring current customers (NTB)
- Portfolio monitoring and review (ALM/ Tableau/ Business MIS)
- Planning the income targets at start of the financial year
- Ensure YoY Income growth in line with verticals targets
- Portfolio monitoring to meet the MoM revenue plans.
Tracking of performance at regular intervals to monitor income variance with budgets; formulating and implementation of plans to meet income targets for the portfolio
- Monitor and deliver on Incremental/ Portfolio Yield as per Plan
- Revenue maximization through offering of right mix of Products as per customer's needs.
- To ensure Fee and other income growth including NFB income lines mix and growth (BG/ LC)
- To meet Liability growth in line with Assets growth to meet the Self-Funding Plan for the year
- To be the face of the Bank for all products and services that a customer needs viz CA/ SA/ FD/ Customers Salary Account etc
- To engage continuously with Bank Branch Channel to ensure delivery of product/ services