Banca Direct Channel – The objective of this channel is to enable, setup a new revenue generating

stream of business through focused outbound reach out/ calling & meeting existing customer base of

Bank of Baroda. Focus would be on Servicing the customers to generate opportunity for Cross -Sell of

Insurance & generated references from them for further enhance the prospect for Business. Role of

the RBH would be to drive revenue growth through effective cross selling strategies within our

insurance portfolio & to generate references through Team.

Key areas of business management shall include: -

1. Set up a new outbound channel for customer engagement and business generation/ cross sell

2. Generate References from existing customers for further Business Enhancement.

Strategy Development & Implementation:

 Develop & implement comprehensive outbound digital sales strategies

 Design and execute comprehensive cross sell strategies to maximize product attachment rates across our

insurance offerings





 Develop innovative approaches to enhance customer engagement and drive revenue growth through

cross selling

Business Management:

 Lead the overall cross sell business development, including client and product strategy

 Manage the overall cross sell P&L;/ financial targets

 Drive profitability both at customer and business level

Product & Market Insights:

 Stay abreast of market trends and competitor activities

 Work with Product teams and actuarial to devise product level cross sell strategies/ propositions

 Familiar with CRM software and tools for business process control and management

Data Analysis & Insights:

 Leverage customer data and market insights to inform cross sell strategies

 Implement data driven decision making process to identify and capitalize on cross sell opportunities

Compliance & Risk Management:

 Ensure that the cross-sell framework and business model design complies to the regulations as laid down

by regulatory bod

📌 RBH- Bancadirect (Ahmedabad)
🏢 Skywings Advisors
📍 Ahmedabad