Team Leader - TASC - Banking

RESPONSIBILITIES

- Drive & monitor CRM creation for Acquisition and Relationship Teams in MUBB.

- Responsible for achievement of TASC New Acquisition Value budgets for mapped Region in MUBB.

- Act as an efficient conduit between Business, Legal & Compliance, TBG and Operations by being a single point of contact for all Transaction banking needs of Business

- Facilitate acquisition of new to bank clients from Branch Banking, with clear focus on granular top line SA- AMB, AQB & EOP growth.

- Work in partnership with BSM on existing portfolio, by identifying and converting opportunities for generating incremental fee income by cross sell/up sell of CMS and Forex transactions.

- Design & drive new acquisition campaigns & contests for the business, as direction from Channel Management Team at HO.

- Regularly review and perform Wallet Sizing of existing Liability accounts and publish regional/cluster wise performance dash boards

- Work closely with Branches/Relationship Teams to improve Sales efficiency in terms of Product mix/ Productivity /Sales monitoring process & modify relevant measures/ redesign process

- Regular monitoring of business growth in terms of set benchmarks, business plans and trends.

- Identify and regularly interact with underperforming and high potential branches/clusters for developing TASC CRM, sharing of best practices, offering product / process solutions

- Undertake periodic training sessions of the business teams to promote CMS led TASC through Banking.

- Drive productivity of TASC CPSM's and regular monitoring/review of DVR

- Make joint client visits where required along with Business Team

- Ensure optimal allocation of CPSM's as per budget.

- Provide regular MIS / Management update and also feedback on the factors influencing acquisition growth like change in regulatory environment, internal/external policies, internal processes, competition practices.

Interested talent can share their profile. In any query, feel free to connect with me @ 9643525375.

Neha Satija
V-Konnect Associates