Branch Executive Sales Bank (1 6 Yrs) Ahmedabad/mumbai/pune (bfsi Sales/marketing)

Year    Mumbai, Maharashtra - Pune, Maharashtra, India

Job Description


Branch Bank Executive :- To source customers for Current Account.- Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.- Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through ProcessJob Requirement :- Good understanding of customer profile, markets, products, and good networking skills.- Need to have decent written and oral communication skills.- Sales Driven, Detail orientated Process discipline and Good Organizational Discipline.Maximum Age limit : 30 yrs.Job Profile : - Responsible for managing business of the branch and supervise service to all bank customers i.e. RL, Wealth, Credit Card Corporate Banking & SME. - Ownership of P & L of the branch along with number targets for the branch. - Responsible for guiding and mentoring branch staff (sales and service) for enhancing productivity and flawless customer service.Daily morning huddle with branch staff with agenda as mentioned below :- Business of the previous day and key achievements of the previous day.- Discussion on any new process /Product/Service or changes in process and check awareness level of branch staff for sales and service related process.- Update on ongoing contest and action plan to improve performance in the contest.- Appreciate and recognize key achiever of the day and key achievement can be either in sales or service or both.- Any unusual event at the branch or bank and learning/ precautions at the branch. - Liaison with various departments like Training, BCU, Clearing, CPC, Compliance, Trade Services and various support functions of the bank for seamless business of the branch. - Closely track business pipelines of ROs, BRMs and BBRMs across various products and ensure that pipelines are in line with business target of the branch through the KISSS System/SIEBEL CRM. - Closely track Welcome Call quality and random check of customer profile sheet of newly acquired customers before being processed for account opening. - Closely track all customer engagement initiative and ensure flawless execution of task assigned to branch team. - Reviews with sales manager-Quality and quantity of acquisition and ensuring OASIS functions seamlessly at the branch. - Tracking SOPs/Training of ROs, BRMs, and BBRMs and providing valuable inputs for scoring better SOP scores. - Fortnightly check of BRM and BBRM file containing customer profile sheet and risk profiler and ensuring that each and every customer mapped to these roles are profiled properly. - Regular calls ( at least 20 calls per week ) with BRMs, BBRMs, Sales Team and ROs and meet existing key clients and potential key prospects being followed by BRMs, BBRMs, Sales Team and ROs . - Closely track branch rating and continuously work on areas for improving scores for branch rating. - Cleanliness and hygiene of the branch premises. - Surprise verification of deliverables and vault / FRFC as per defined frequency and ensure zero error in deliverable and vault / FRFC maintenance. - Timely submission of compliance certificate after checking detail of each and every item of the check list. - Daily checking of EOD reports (generated at BOD at the branch) and signing off the reports. - Monitoring the various BCU reports and taking action wherever required. - Daily check of visitors- book for customers/visitors- comment and appropriate action on time with sign off on register. - Champion for Business Continuity Plan (BCP) along with Service Manager. (ref:updazz.com)

updazz .com

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Job Detail

  • Job Id
    JD3032004
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra - Pune, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year