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 “Current 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 - Bangalore (Karnataka)
🏢 ABC - Aditya Birla Money
📍 Karnataka