Key Result Areas Supporting Actions New client acquisition & business development for his designated region/branches.
• To envisage regional business growth, devise direct sales strategies & optimally allocate branch & product targets.
• To build segment-wise client acquisition strategies and acquire Large “Recent Trader Clients” and “Digital Client” Base.
• To ensure that along with Region’s Profit every Branch Unit is achieving targeted Profits.
• To develop a high quality client base through relationship building & CRM measures like customer meets & information sharing.
• To increase business by cross-selling group financial products. Achieve profitability & revenue targets
• To regularly monitor achievement of Individual employees, branch & regional targets of direct sales




• To achieve the regional gross contribution & ensure effective cost management Drive customer satisfaction and retention initiatives
• To engage with the customer servicing teams to continually develop new customer friendly initiatives.
• To benchmark the portfolio-service offerings with the competition and highlight the critical modifications required.
• To formulate a client grievance redressal process for better services & faster TAT Ensure effective risk management & policy adherence
• To help the risk & review team by setting up documentation & risk mitigation mechanisms.
• To supervise and ensure compliance of all critical policies & procedures by the sales team.

📌 Regional Head (India)
🏢 ABC - Aditya Birla Money
📍 India