Job Description
Branch & Lead Management 1 Meeting the Branch Manager/Cluster Heads.
2 Guide the RM in Planning the catchment area activity/scoping for lead generation/joint call 3 Creating excitement in branches/spot sanctions/contests/recognition program 4 Review CRM leads.
5 Review the Documented branch meeting through Cogent/mails Cross Selling Executing Cross Sell Contests for RMs Driving team to ensure Cross Sell targets are met Logins -New + Enhancement Monitor & Review -Target achievement per RM, Discussion with Credit, Lawyer, Valuer, Operations Review of ABND Renewals Review of CAM renewals pending Meeting with Credit for Chronic cases Interacting with Trade Finance / Treasury Providing guidance to RMs.
CAM conditions review/OBA review Review of Other Bank CA/CAM pending.
Meeting with Credit for Chronic cases Interacting with Customer Providing guidance to RMs Portfolio Management and Housekeeping (HK) Review HK.
Meeting with Credit for Chronic cases Providing guidance to RMs Stock insurance /SS Review of Stock Insurance pending.
Providing guidance to RMs Delinquency management Email communication to Branch & customer Joint Visit with Credit Manager Rigorous follow-up Seeking Collections help Complaints : CRM / MD / PNO / CRO Ensure resolution & reply within TAT.
2 Guide the RM in Planning the catchment area activity/scoping for lead generation/joint call 3 Creating excitement in branches/spot sanctions/contests/recognition program 4 Review CRM leads.
5 Review the Documented branch meeting through Cogent/mails Cross Selling Executing Cross Sell Contests for RMs Driving team to ensure Cross Sell targets are met Logins -New + Enhancement Monitor & Review -Target achievement per RM, Discussion with Credit, Lawyer, Valuer, Operations Review of ABND Renewals Review of CAM renewals pending Meeting with Credit for Chronic cases Interacting with Trade Finance / Treasury Providing guidance to RMs.
CAM conditions review/OBA review Review of Other Bank CA/CAM pending.
Meeting with Credit for Chronic cases Interacting with Customer Providing guidance to RMs Portfolio Management and Housekeeping (HK) Review HK.
Meeting with Credit for Chronic cases Providing guidance to RMs Stock insurance /SS Review of Stock Insurance pending.
Providing guidance to RMs Delinquency management Email communication to Branch & customer Joint Visit with Credit Manager Rigorous follow-up Seeking Collections help Complaints : CRM / MD / PNO / CRO Ensure resolution & reply within TAT.
💡 Quick Summary
Seeking a career-building opportunity? The Territory Head | EEG position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.