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