Plan weekly branch visits and monthly morning meetings; Activate RM/PB through lead generation and joint calls; Review branch and resource performance with CH as needed; Document branch meetings via Cogent/mails.
Lead generation/logins
Plan activities to achieve two calls and appointments daily; Communicate document requirements to customers and follow up; Ensure document completeness and arrange pickups.
Cross Selling
Provide financial products like Insurance, CASA, Credit Cards, and Asset Products; Monitor and track leads for cross-selling opportunities.