Branch Manager - Banking

- Achievement of incremental number and value targets for Liabilities (CA, SA, FD); Assets (Home, Auto & other assets) and Fee Products (MF, LI, GI, Gold & other fee products)1. Achievement of incremental number and value targets for Liabilities (CA, SA, FD); Assets (Home, Auto & other assets) and Fee Products (MF, LI, GI, Gold & other fee products)

- Prepare and monitor Sales plan for the branch

- Build a healthy asset and liability book.

- Increase market share in the catchment area (3 to 5 kms radius)

Sales Planning :

- 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 90 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 of the branch, which are hitherto untapped, to increase the GL Base of the branch.