This role drives the Bank’s operational efficiency by consistently driving team’s productivity and achieving productivity benchmarks. Along with its team of BDE, AAM and AM, this role is responsible for sale of banks products.
This role is also important to cultivate networks and partnerships toward existing Current account and Savings account customers and consistently work on Customers retention.
Hence, the role incumbent executes action plans on how best to manage Customer Portfolios of existing accounts and to generate new customers.
The role incumbent is highly oriented to Customer Service, takes ownership of all customer issues, proactively identifies possible issue and brings any open customer complaint to closure.
This role is accountable to bring superior and efficient operationalization of processes on - Account opening,
Fixed Deposits, etc.
SIZE OF THE ROLE
FINANCIAL SIZE
NON-FINANCIAL SIZE
CASA Values – as per the branch
TD Targets – as per the branch
CASA Nos & Values – as per branch targets
TD Nos & Value -as per branch
Cross Sell
KEY DUTIES & RESPONSIBILITIES OF THE ROLE
Business and customer
Cross sell of liability, investment and asset products to both existing and NTB customers.
Generate referrals from internal base and ensure customer service issues are addressed.
Generate and review reports and file them accordingly.
Administer and ensure compliance to all sales practices in branch.
Meet the business targets and identify sales opportunities.
Generate leads for new business and customers.
Prepare and analyze branch profitability.
Hiring of sales resources and providing them with the requisite training and handholding them.
Self-sourcing business basis opportunity and potential.
Customer
Ensure se
📌 Branch Sales Manager (Bhiwani)
🏢 Ujjivan Small Finance Bank
📍 Bhiwani
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