Generate sales through assets, liability and other banking products as well as TPP
Monitor on a regular basis the actual achievement of sales targets vis- -vis plans for the branch; take necessary action to minimize deviations, if any
Build and manage effective customer relationship with key customers tagged to him/her; enable superior customer service to them; Advise them on making robust investment and financial decisions
Reduce customer dormancy and customer attrition
Ensure branch target achievement through effective upselling and cross
Develop the business prospects in the branch vicinity by scouting for avenues to expand overall branch book, both assets & liability portfolio qualitatively &quantitatively
Ensure effective execution of marketing campaigns and conversion of customer referrals
Drive Business growth through prospective high net worth individuals, along with
Relationship managers to maintain positive relationships
Address customer queries and grievances escalated by the branch personnel in a timely manner
Ensure Lead sharing with respective Business like for Assets etc.
Manage public relations and liaison with local government authorities / RBI/ other banks for day to day branch operations and reporting
Support the internal and external audit team in carrying out the periodic branch audit; Formulate action plans to address the deviations found in audit
Provide guidance to branch personnel on effective customer relationship management, sales, customer service and compliance to ensure achievement of individual targets.
Take overall responsibility for identification of training needs and completion of mandatory certifications for branch personnel