Revenue Generation :
Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings /Term deposits), wealth management products and asset related products (secured, unsecured)
Grow AUM and Sales revenue on a month on month basis
Support Branch Managers in developing and implementing action plans to achieve business objectives
Increase product per customer on a regular basis within current customer base
Organize and participate in all promotion activities organized at the branch
Operational Governance :
Minimize account opening rejections
Ensure all processes are followed to ensure that there are no operating losses/ Frauds.
Accurate and timely processing of customer instructions
Ensure adherence to KYC Norms
Maintain standards to comply to Group Audit, Opeartional Risk Assurance, BM, AD,TL in Spot Checks.
Customer Experience Management :
Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program.
Minimize rejections and customer complaints to create a wow experience
Hold periodic customer meets and branch promotions to generate more business.
Customer query handling / complaint resolution
Specific initiatives taken to improve service and reduce bottlenecks and customer complaint
Customer visits as per laid down call frequency