Strategic/ Managerial Responsibilities
Driving initiatives for Retail Trade / Forex business in the assigned geography / assigned branches.
Maximize revenues and customer base from focus segments such as EXIM, Travel and Tourism etc.
Product/process initiatives in the region to increase customer acquisition / enhancement/increment in wallet share
Joint scoping with branches for mapping opportunity in focus and chance segments. Structuring product/pricing requirements for specific catchments / customer groups basis identified chance
Joint visits to customers with branch RMs for product structuring / relationship deepening.
Drive B-B-C prospects with the help of local leadership
Core Responsibilities
Earmarking key focus branches within the geography in terms of current account & trade forex business, under consultation with regional leadership. Continuous interaction with branches / leadership to ensure that business focus is maintained, and key identified branches are visited at regular intervals
Audit efficiency of working model / sales process in key branches and highlight gaps to management for corrective action.
Monitoring key accounts in the region for revenues & value growth and cross sell opportunities.
Handholding newly joined resources in CA model branches with relevant information in terms of product features & service capability.
People Management or Self-Management Responsibilities
Regular Training of resources on products, processes, competition benchmarking within the Trade / Forex domain
Drive marketing initiatives in respective catchment for brand building / acquisition/balance & revenue build-up
Planning local contests and promos, events for prospective customer meet, trade-forex centric association meetings for Regions in consultation with regional leadership
Extend support to branches by assisting in various queries relating to product, process, marketing, and clarifications from Audit etc.
Provide inputs to central product team on Segmentation and market sizing for current account & trade forex business at a catchment level
📌 Product Sales Manager Karnataka
🏢 Yes Bank
📍 Karnataka
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