Branch sales manager
Published date: 2026/11/07
- Location: Jaipur, Rajasthan, India
A. Acquisition and Value Build Up:
• Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model )
• Ensure overall value enhancement from the portfolio of customers handled.
B. Portfolio Management:
• Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance
• Understanding the customer business and prepare customer profile
• Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries.
• Proactively monitoring balances and controlling attrition.
C. Product and Market Penetration:
• Focusing on Profile-based selling approach, for cross - sell of value added products/services
• acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration
• Support catchment profiling for the branch for CA potential with the help of branch / sales team
• Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation.
• Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch
• Increase SB , FD , RD , digital etc penetration to current accounts
D. Customer Engagement:
• Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process
E. Product Customization:
• Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization).
• Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired.
• Customise current accounts to suit the requirement of the client and offer proper payment / collection solutions
F. Operations:
• Ensure forms are filled properly and processes within TAT
• Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model )
• Ensure overall value enhancement from the portfolio of customers handled.
B. Portfolio Management:
• Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance
• Understanding the customer business and prepare customer profile
• Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries.
• Proactively monitoring balances and controlling attrition.
C. Product and Market Penetration:
• Focusing on Profile-based selling approach, for cross - sell of value added products/services
• acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration
• Support catchment profiling for the branch for CA potential with the help of branch / sales team
• Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation.
• Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch
• Increase SB , FD , RD , digital etc penetration to current accounts
D. Customer Engagement:
• Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process
E. Product Customization:
• Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization).
• Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired.
• Customise current accounts to suit the requirement of the client and offer proper payment / collection solutions
F. Operations:
• Ensure forms are filled properly and processes within TAT
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