Job Description
Job Purpose: To manage the Team of CASA & CEP Personal Bankers in the region who are supposed to acquire CASA Accounts, Salary accounts, Build Balances / TD book and cross sell multiple banking products like Insurance, Gold Loan, Personal Loan, Consumer LAP etc.
Key Accountability: The key accountability of the Regional Liability Head is to build & manage the team of CASA & CEP Personal Bankers in the region to get desired level of productivity per person by overachieving the scorecard parameters. The scorecard parameters are Revenue, Balance build & Number of accounts including Corporate Salary Accounts.
Job Duties and Responsibilities:
• Build & run a team of strong CASA & CEP Personal Bankers.
• Per person productivity, Per client activation & cross sell.
• Acquiring new accounts (Current and Savings) from branch catchment area
• Quality sourcing of salary accounts from corporates
• Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
• Participate in corporate induction and migration events around the catchment area
• Build strong relationship with internal teams to leverage existing relationships from SME
• Conduct low-cost micro marketing activities around catchment areas for lead generations
Preferred Qualification and Experience:
• Graduate/post-graduate
• 4 – 5 years of relevant experience
• Span of leadership control preferably of over 20-40 resources in the region
• Experience of doing business in the given region
• Strong control on Local Language would be preferred
Core Competencies:
• Sales & Networking Skills. Good Communication & Listening Skills
• Goal / Target oriented
• IRDA & AMFI certification is preferred. This is a must post joining.
• Excellent verbal and written communication skills
• Experience and Competencies:
• Banking knowledge
• Computer Skills and digital knowledge
• Good network in the market
💡 Quick Summary
Seeking a career-building opportunity? The Analyst | Area Sales Manager | Consumer Banking Group | NDS position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
