Achievement of Income and contribution targets
Achievement of Incremental Current Account & Saving Account targets
Cost to Income Ratio benchmark
Cross Sell Products like Demat, Credit Cards, Mutual Funds, Insurance, Investment Advisory, and Assets etc.
Ensuring Portfolio Growth
Ensuring Cross Sell Ratio.
Program / Channel Management
Managed program(Wherever Applicable)
Ensuring Revenue generating roles Channel overall target achievement (Wherever Applicable)
Ensuring HNW Portfolio Management and customer service (Wherever Applicable)
Ensuring achievement of cross sell Ratio
Complains and Customer Management
Ensure all components of the branch sales model function as per design and regulatory compliance.
Complaints Handling .
Process adherence (Sales/Audit/RISK/Operation)
BRM - SQ rating
Targeted growth of existing portfolio
Attrition Control as confirmed for portfolio growth
Percentage of depleted accounts
TAT delays
Effective resolution of complaints from Next Step & Talisma. Review and resolution of offsite ATM complaints
Organising customer meets to solicit feedback on service and products
Mystery Shopping Ratings
Ensuring Contact Ratio
Ensuring Cross Sell Ratio
Review of all CRM and ensuring adherence and TAT.
People Management
Staff Turnover
Staff Motivation and morale
Training - staff is exposed to skill based, product knowledge based and .
Productivity of Coex/LSE on CASA/Demat/Credit Cards (A)
Operational knowledge based training
Staff productivity management
Review and Control
Review vault /Vault& Key register, Monitor Physical verification of cash (Periodic).
Audit Rating
No frauds / Operational Errors .
Review Suspense & Dummy accounts
Ensure compliance with Banking rules, Regulations & Procedures
Periodic review of progress vs. objectives
Ensure clarity of Business objectives among staff
Adherence of sales process.
Candidate//'s Profile:
Minimum experience in years - 3 to 10 yrs
Exposure to banking preferable