Job Description
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 call3 Creating excitement in branches/spot sanctions/contests/recognition program4 Review CRM leads.5 Review the Documented branch meeting through Cogent/mailsCross Selling1.
Executing Cross Sell Contests for RMs2. Driving team to ensure Cross Sell targets are metLogins
• New + Enhancement1.
Monitor & Review
• Target achievement per RM,2.
Discussion with Credit, Lawyer, Valuer, Operations 3. Review of ABNDRenewals1. Review of CAM renewals pending2. Meeting with Credit for Chronic cases3. Interacting with Trade Finance / Treasury4. Providing guidance to RMs.
CAM conditions review/OBA review1. Review of Other Bank CA/CAM pending.2. Meeting with Credit for Chronic cases3. Interacting with Customer4. Providing guidance to RMsPortfolio Management and Housekeeping (HK)1. Review HK.2. Meeting with Credit for Chronic cases3. Providing guidance to RMsStock insurance /SS1. Review of Stock Insurance pending.2. Providing guidance to RMsDelinquency management1. Email communication to Branch & customer2. Joint Visit with Credit Manager3. Rigorous follow-up4.
Seeking Collections help
Complaints :
CRM / MD / PNO / CRO1.
Ensure resolution & reply within TAT Skills Leadership Interpersonal Skills Analytical skills Mature and deft in handling of issues with internal / external channels.
Coordination with multiple teams & multiple activities Ability to work under pressure
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 call3 Creating excitement in branches/spot sanctions/contests/recognition program4 Review CRM leads.5 Review the Documented branch meeting through Cogent/mailsCross Selling1.
Executing Cross Sell Contests for RMs2. Driving team to ensure Cross Sell targets are metLogins
• New + Enhancement1.
Monitor & Review
• Target achievement per RM,2.
Discussion with Credit, Lawyer, Valuer, Operations 3. Review of ABNDRenewals1. Review of CAM renewals pending2. Meeting with Credit for Chronic cases3. Interacting with Trade Finance / Treasury4. Providing guidance to RMs.
CAM conditions review/OBA review1. Review of Other Bank CA/CAM pending.2. Meeting with Credit for Chronic cases3. Interacting with Customer4. Providing guidance to RMsPortfolio Management and Housekeeping (HK)1. Review HK.2. Meeting with Credit for Chronic cases3. Providing guidance to RMsStock insurance /SS1. Review of Stock Insurance pending.2. Providing guidance to RMsDelinquency management1. Email communication to Branch & customer2. Joint Visit with Credit Manager3. Rigorous follow-up4.
Seeking Collections help
Complaints :
CRM / MD / PNO / CRO1.
Ensure resolution & reply within TAT Skills Leadership Interpersonal Skills Analytical skills Mature and deft in handling of issues with internal / external channels.
Coordination with multiple teams & multiple activities Ability to work under pressure
💡 Quick Summary
Seeking a career-building opportunity? The Territory Head position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata 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.