- Effective communication of individual target expectation and team target expectation to the team and plan accordingly
- Adherence of daywise sales plan for self and his team for market activities
- Ensuring regular follow up to track progress of team and take corrective action wherever required
- Ensuring proper planning and availability of resources in advance for all market activities, coordinate with Branch Manager for activities which will be done in conjunction with other branch staff
- maintain daily sales efficiency by ensuring leads are updated in daily sales report by team
- Initiate NPA customer calling for pending payments
- Generating recent business and ensure the productivity month on month basis
- Ensure all customers provide references, improve customer satisfaction in order to increase retention
- Attend personal discussion with customer to understand customer profile. Provide insights to credit team to reduce fraudulent cases
- Improve branch Sales efficiency and effectiveness
- Proper sales planning activities in areas to increase customer connect
- Collect references from all customers and ensure calling and sending SMSs to all leads to increase conversion rate
- Planning customer visits to old customers/ HNI customers who have closed accounts to bring them back to SBFC
- follow up on interest collection to minimise penal charges for each customer and increase customer loyalty
- Attend all trainings on policy and process changes as and when required Role & responsibilities