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 chance 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 bodies & internal bboard policies  Collaborate with risk management teams to undertake proactive risk assessments and derive risk mitigation Confidential Defined KPIs of the role  Business Target Achievement – Design &
- Drive Direct marketing Campaigns  Achieve the company defined 'Penetration to Base' of BOB  Ensure desired levels of Persistency in portfolio  Manage Cost of Customer Acquisition  Drive Productivity of Agent/ Channels  Ensure desired levels of Product Mix/ drive  Customer satisfaction and Retention  Employee satisfaction thru GPTW initiatives  Channel's Profitability, Sales force Productivity &
- Attrition Rate Required Competence  Customer Delight  Adaption to change  Transforming Talent  Analytical thinking  Leadership &
- Strategic orientation  Yielding Results  Stakeholder Communication  Tech &
- Digital orientation

📌 RBH - Direct (Kolkata)
🏢 Skywings Advisors
📍 Kolkata