- Experience in retail branch banking with expertise in CASA and third-party product sales
- Set and achieve sales targets for CASA, third-party products, and high-value customers; manage branch staff recruitment, training, and compliance
Role & responsibilities Set and achieve high performance targets for Current Accounts & Saving Accounts (CASA) both in terms of nos.
and also in terms of value through Sales Manager & team of Sales Officers and Business Correspondent
Manager & network of Customer Service Points.
- Set and achieve high performance targets for sales of third party products like Insurance, Mutual Funds, etc.
through Sales Manager and team of Sales Officers and Business Correspondent Manager & network of
Customer Service Points.
- Set and achieve high performance targets for high value customers like high net worth individuals, government departments, societies, trusts, salary accounts, etc. through Relationship Manager.
Provide high quality service to existing & recent customers who walk-in to the Branch through Branch Operations Manager and team of
Customer Service Officers.
- Actively generate & pass-on leads for cross-sell products like Gold Loan, Two-Wheeler loan, Car Loan, Home
Loan, etc. sourced through the entire Branch team and network of Customer Service Points.
- Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies.
- Recruit, onboard, mentor, review, train & develop and retain Branch Staff. Prepare MIS & other reports and necessary corrective and preventive action.
- Manage productivity and overall morale of branch team members.
- Liaising with CPCL, marketing team and other verticals for timely account opening, service enhancements and sales initiatives.