Job Role and Responsibilities:
- Responsible for the administration and efficient daily operation of a full service branch office, including lending, product sales, customer service, and security and safety in accordance with the Bank's objectives
- Enhance and contribute in the growth of the company through Business Development
- Provision of a superior level of customer relations and promotion of the sales and service culture through coaching, guidance and staff motivation
- Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship
- Maintain AOP (Annual Operating Plan) for the financial year i.e. to prepare and track product (liability, assets and fees) wise
- Weekly/monthly reviews for outbound and as well as for inbound sales
- Prepare and review monthly activity calendar of outbound activities for BSM/SOs on a weekly basis.
- Ensure proper on-boarding of all new customers acquired
- Cross-sell of products (i.e. sales of 3 products per customer within 90 days of account opening) with new and as well as with existing customers
- Conduct daily morning huddles to discuss daily plan and agenda for employees
- Track inflow and outflow of reports (like account closures, account opening, Fixed Deposit renewals/closures etc.) and thus, daily business generation
- Maintain customer relationship through sourcing and on-boarding process
- Monitor DSR (Daily Sales report) on a regular basis
- Manage leads through SFA (software used for entering the generated leads)
- Segment the customer within the catchments of the branch to increase the Journal-Ledger base of the branch
- Capability building and manpower management
- Mentor/Guide new joinees as well as existing branch employees
- Brief employees on their role and expectations from them
- Provide timely feedback to employees on a regular basis (structured feedback)
- Conduct workshops and training programs for the employees
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