KEY RESPONSIBILITIES & KPIS OF THE ROLE Responsibilities KPIs Strategy and Planning

- Takes effective decisions for his function/role/channel, focusing on the overall business objective and accordingly augment his engagement with the regional/zonal leadership across Retail and Affluent Banking units
- Effectively uses positive influences and counters negative influencers to drive and meet his business objectives
- Should have the ability to effectively engage with top management and articulate/present the progress on defined business objectives
- Policies, Processes & Procedures

- NA

Business Development

- Accountable for building the overall CA/SA book for the Retail/Affluent Banking Units.
- Drive the solution-based CA/SA hook strategy by cross selling TPP, CMS, TFX, POS, Business Banking thereby ensuring sustainable CA/SA AMB growth
- Tracks channel productivity across parameters and monitors daily book movement.
- Responsible to maintain the quality of CA/SA business in line with the stated organization and regulatory objectives.
- Responsible for deepening the relationship through M+N, M+1 & M0 strategy.
- Provides expertise to field teams on overall CA/SA business that includes Acquisition, Retention and Enhancements in CA/SA AMBs for Retail/Affluent Banking units.

Customer Relationship Management

- NA

Risk and Internal Control

- Follows risk policy and processes to mitigate the operational, regulatory, financial, informational,



and reputational and audit risks as instructed by the departmental manager.
- Periodic evaluation and benchmarking against competition offering and propose recommendations/action to improve in existing product offering to suit customer needs.
- People Management

- Monitors and enables the achievement of goals and KPIs and ensures effective implementation of performance management process
- Handling internal and external stakeholders and to demonstrate good Interpersonal skills to facilitate stakeholder support on all processes/system alignment
- Nurtures talent within the field team by providing required guidance and timely feedback through periodic one-on-one sessions
- SECTION V: OPERATING NETWORK Internal Regional Heads, Cluster Heads, Branch Managers and Senior Sales Managers External SECTION VI: ROLE PROFILE REQUIREMENTS Education Essential: Graduate or Masters from a recognized university

Preferred: Graduate or Masters from a recognized university Experience Essential: 15-17 years Retail Branch Banking/ CA/SA product teams

Preferred: 15-17 years Retail Branch Banking/ CA/SA product teams with at least 5-7 years in regional leadership role Competencies CORE COMPETENCIES LEADERSHIP/ BEHAVIORAL COMPETENCIES

- Customer and Quality Focus
- Skilled Entrepreneurship
- Drive for Results
- Influence and Impact
- Integrity
- Lead and Develop people
- Enables Change
- Build transparent and inclusive teams

📌 Zonal Channel Head (Bengaluru)
🏢 Yes Bank
📍 Bengaluru