Branch Sales Manager

Job description

- POSITION DESCRIPTION JOB TITLE : Branch Sales Manager GRADE : SM DEPARTMENT : Branch Banking LOCATION : Branch SUB-DEPARTMENT : TYPE OF POSITION : Full-time REPORTS TO : Senior BM/BM REPORTING INTO BDE/AAM/AM - ROLE PURPOSE & OBJECTIVE This role drives the Bank’s operational efficiency by consistently driving team’s productivity and achieving productivity benchmarks. Along with its team of BDE, AAM and AM, this role is responsible for sale of banks products. This role is also important to cultivate networks and partnerships toward existing Current account and Savings account customers and consistently work on Customers retention. Hence, the role incumbent executes action plans on how best to manage Customer Portfolios of existing accounts and to generate new customers. The role incumbent is highly oriented to Customer Service, takes ownership of all customer issues, proactively identifies possible issue and brings any open customer complaint to closure. This role is accountable to bring superior and efficient operationalization of processes on - Account opening, Fixed Deposits, etc. - SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE - CASA Values – as per the branch - TD Targets – as per the branch - CASA Nos & Values – as per branch targets - TD Nos & Value -as per branch - Cross Sell - KEY DUTIES & RESPONSIBILITIES OF THE ROLE **Business and customer** - Cross sell of liability, investment and asset products to both existing and NTB customers. - Generate referrals from internal base and ensure customer service issues are addressed. - Generate and review reports and file them accordingly. - Administer and ensure compliance to all sales practices in branch. - Meet the business targets and identify sales opportunities. - Generate leads for new business and customers. - Prepare and analyze branch profitability. - Hiring of sales resources and providing them with the requisite training and handholding them. - Self-sourcing business basis opportunity and potential. **Customer** - Ensure seamless on-boarding experience for customers. - Ensuring best in class TAT and processing standards. - Ensuring that any service complaints are resolved in a timely manner. - Profiling customers and providing them with the right product. - Competitor watch and give relevant suggestion and feedback to constantly improvise products in-tune with the market. **Internal process** - Build a strong team. - Working towards eliminating bottlenecks in the process and rejuvenating the customer journey with Ujjivan. - Timely training of team members so as to ensure product knowledge, change in processes are communicated in a timely manner downwards. **Innovation & Learning** - Enhance on-job self-learning. - Ensure timely completion of training / learning programs assigned time to time for self and for the team. - MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS Educational **Qualifications** - Graduation/MBA Experience(Years and Core Experience Type) - 5 to 6 years of experience with 2+ years of core retail banking experience. Certifications - NA Functional Skills - Timely customer service - Process Orientation - Multitasking ability - Knowledge of liabilities & asset products - Compliance orientation Behavioral Skills - Product and process knowledge - Able to motivate a team - Communication and management skills - Result oriented Competencies - Planning and Organizing - Customer Focus - Managing Relationships - Driving Execution - Collaborating - Coaching - Business Acumen - Influencing - KEY INTERACTIONS INTERNAL EXTERNAL - Business Team - Product team - Marketing Team PREPARED BY: Priyanka Pal DATE: 14-02-2024 REVIEWED BY: Jyothi Mohan DATE: 15-02-2024 LAST UPDATED BY: TM Team DATE: 17-02-2024