Job Description
Financial Parameters:-
Achievement of:
A) Income Objective
B) CASA Value Achievement
C) Key Objectives
To guide in formulating effective strategy to achieve Income Objective through provision of insights at branch/cluster/zone and overall regional level, for better understanding of stakeholders about goals and way to achieve the same
• Updates sent on weekly/monthly basis at Region/zone levels
• Non-Financial Parameters
% Resources:
Meeting Income Plans
Meeting Visit Benchmark
Interact with BMs/CHs/ZHs for feedback on progress on Income Objective and number of resources meeting/not meeting Income plans
• Similarly, tracking Customer Engagement Process in order to track number of resources meeting/not meeting Visit Benchmarks
• Updates on Exceptions to be sent on periodically to the Branch Banking Leadership
• Channel Engagement
Interaction with BBHs/ZHs/Circle Heads for feedback on improvement on
Income
Portfolio Hygiene
Customer Engagement
Identification of focus resources (portfolios not meeting benchmark continually) and guiding them through focused monitoring of performance and action plan through Weekly/Monthly interactions and updates
• Conducting Performance Reviews in BBH Regions/Zones/clusters and branches with the teams to identify present concerns and concretize action plans
• Reviews to be held on monthly/quarterly basis through personal visits/VC/audio bridge
• Conducting HNW/critical customer visit with branches to provide adequate support and assistance
• Central and Regional Initiatives
Monitoring & driving Key Management Objectives / initiatives through release of weekly/monthly updates, discussing with underperforming resources/branches/clusters and zones on progress in specific central and regional initiatives e
• g
• Portfolio Quality, YTD Not Met Groups, Profiler Adequacy, etc
• and also decide on action plans and share best practices of other units as well
• Coordinate with various units such as Marketing, Analytics, IT, CPU etc
• to drive various initiatives
Achievement of:
A) Income Objective
B) CASA Value Achievement
C) Key Objectives
To guide in formulating effective strategy to achieve Income Objective through provision of insights at branch/cluster/zone and overall regional level, for better understanding of stakeholders about goals and way to achieve the same
• Updates sent on weekly/monthly basis at Region/zone levels
• Non-Financial Parameters
% Resources:
Meeting Income Plans
Meeting Visit Benchmark
Interact with BMs/CHs/ZHs for feedback on progress on Income Objective and number of resources meeting/not meeting Income plans
• Similarly, tracking Customer Engagement Process in order to track number of resources meeting/not meeting Visit Benchmarks
• Updates on Exceptions to be sent on periodically to the Branch Banking Leadership
• Channel Engagement
Interaction with BBHs/ZHs/Circle Heads for feedback on improvement on
Income
Portfolio Hygiene
Customer Engagement
Identification of focus resources (portfolios not meeting benchmark continually) and guiding them through focused monitoring of performance and action plan through Weekly/Monthly interactions and updates
• Conducting Performance Reviews in BBH Regions/Zones/clusters and branches with the teams to identify present concerns and concretize action plans
• Reviews to be held on monthly/quarterly basis through personal visits/VC/audio bridge
• Conducting HNW/critical customer visit with branches to provide adequate support and assistance
• Central and Regional Initiatives
Monitoring & driving Key Management Objectives / initiatives through release of weekly/monthly updates, discussing with underperforming resources/branches/clusters and zones on progress in specific central and regional initiatives e
• g
• Portfolio Quality, YTD Not Met Groups, Profiler Adequacy, etc
• and also decide on action plans and share best practices of other units as well
• Coordinate with various units such as Marketing, Analytics, IT, CPU etc
• to drive various initiatives
💡 Quick Summary
Seeking a career-building opportunity? The Sr| Regional Product Manager Apply 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.
