Branch Sales Manager Jaipur

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