Job Description
• Prepare and track product wise - liabilities, assets & fee – AOP for the full financial year.
• Commerce and catchment mapping
• Prepare and review monthly activity calendar of outbound activities of BSM / JO
• Roll out MOP for outbound and inbound sales on 1st of every month followed by weekly and monthly reviews.
• Review all employees in branch quarterly.
• Review productivity of BSMs / BOM’s/ JOs on a weekly basis.
• Review and handhold BOM’s & BSMs on a daily basis and Sales Officers (JOs) on a weekly basis.
• Conduct Daily Morning Huddles to discuss daily plan and agenda for employees.
• Ensure proper on-boarding of all new customers acquired.
• Sale of 3 products per customer within +0 days of account opening.
• Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation
• Maintain quality of customer acquisition through sourcing mix and on-boarding process.
• Monitoring DSRs on a regular basis.
• Lead management proper assignment and closure of leads.
• Tapping markets or customer segments within the catchment
• Commerce and catchment mapping
• Prepare and review monthly activity calendar of outbound activities of BSM / JO
• Roll out MOP for outbound and inbound sales on 1st of every month followed by weekly and monthly reviews.
• Review all employees in branch quarterly.
• Review productivity of BSMs / BOM’s/ JOs on a weekly basis.
• Review and handhold BOM’s & BSMs on a daily basis and Sales Officers (JOs) on a weekly basis.
• Conduct Daily Morning Huddles to discuss daily plan and agenda for employees.
• Ensure proper on-boarding of all new customers acquired.
• Sale of 3 products per customer within +0 days of account opening.
• Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation
• Maintain quality of customer acquisition through sourcing mix and on-boarding process.
• Monitoring DSRs on a regular basis.
• Lead management proper assignment and closure of leads.
• Tapping markets or customer segments within the catchment
💡 Quick Summary
Seeking a career-building opportunity? The Branch Manager | AVP |Bank position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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.
