Key Responsibilities
Objective
Ensure smooth branch operations, achieve business targets, deliver excellent customer service, and maintain compliance as per bank guidelines.
1. Sales & Business Development
Achieve targets for Liabilities, Assets & Fee Products
Build strong asset-liability portfolio
Increase market share in catchment
Key Activities:
Prepare & track AOP, MOP & sales plans
Monitor team productivity & conduct reviews
Daily huddles, lead management & DSR tracking
Drive cross-selling (3 products/customer)
Track inflows/outflows, FD renewals, closures
Expand into untapped customer segments
2. Customer Service
Maintain key relationships & service quality
Ensure low wait time, high CSAT
Zero critical requests, escalations & complaints
Key Activities:
Weekly customer visits
Ensure error-free documentation (AOFs)
Monthly engagement programs
Manage lobby, roster & query resolution
Promote first contact resolution...