Territory Head - EEG
Published date: 2026/11/08
- Location: Noida, Uttar Pradesh, India
Branch & Lead Management
1 Meeting the Branch Manager/Cluster Heads.
2 Guide the RM in Planning the catchment area activity/scoping for lead generation/joint call
3 Creating excitement in branches/spot sanctions/contests/recognition program
4 Review CRM leads.
5 Review the Documented branch meeting through Cogent/mails
Cross Selling
1. Executing Cross Sell Contests for RMs
2. Driving team to ensure Cross Sell targets are met
Logins -New + Enhancement
1. Monitor & Review -Target achievement per RM,
2. Discussion with Credit, Lawyer, Valuer, Operations
3. Review of ABND
Renewals
1. Review of CAM renewals pending
2. Meeting with Credit for Chronic cases
3. Interacting with Trade Finance / Treasury
4. Providing guidance to RMs.
CAM conditions review/OBA review
1. Review of Other Bank CA/CAM pending.
2. Meeting with Credit for Chronic cases
3. Interacting with Customer
4. Providing guidance to RMs
Portfolio Management and Housekeeping (HK)
1. Review HK.
2. Meeting with Credit for Chronic cases
3. Providing guidance to RMs
Stock insurance /SS
1. Review of Stock Insurance pending.
2. Providing guidance to RMs
Delinquency management
1. Email communication to Branch & customer
2. Joint Visit with Credit Manager
3. Rigorous follow-up
4. Seeking Collections help
Complaints : CRM / MD / PNO / CRO
1. Ensure resolution & reply within TAT
1 Meeting the Branch Manager/Cluster Heads.
2 Guide the RM in Planning the catchment area activity/scoping for lead generation/joint call
3 Creating excitement in branches/spot sanctions/contests/recognition program
4 Review CRM leads.
5 Review the Documented branch meeting through Cogent/mails
Cross Selling
1. Executing Cross Sell Contests for RMs
2. Driving team to ensure Cross Sell targets are met
Logins -New + Enhancement
1. Monitor & Review -Target achievement per RM,
2. Discussion with Credit, Lawyer, Valuer, Operations
3. Review of ABND
Renewals
1. Review of CAM renewals pending
2. Meeting with Credit for Chronic cases
3. Interacting with Trade Finance / Treasury
4. Providing guidance to RMs.
CAM conditions review/OBA review
1. Review of Other Bank CA/CAM pending.
2. Meeting with Credit for Chronic cases
3. Interacting with Customer
4. Providing guidance to RMs
Portfolio Management and Housekeeping (HK)
1. Review HK.
2. Meeting with Credit for Chronic cases
3. Providing guidance to RMs
Stock insurance /SS
1. Review of Stock Insurance pending.
2. Providing guidance to RMs
Delinquency management
1. Email communication to Branch & customer
2. Joint Visit with Credit Manager
3. Rigorous follow-up
4. Seeking Collections help
Complaints : CRM / MD / PNO / CRO
1. Ensure resolution & reply within TAT
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