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