Current account, Saving account, Mutual Funds, Insurance
As per Market Standard
Client: Kotak Mahindra Bank
Role : Branch Sales Manager - CASA
Location : Kolkata
Branch Sales Manager is a part of the Sales Team of the Retail Liabilities division of Consumer bank. This vertical specializes in acquiring/sourcing/expanding for Retail Liability products (CASA) and meet the Value, Volume and channel Productivity and also Responsible for Achieving cross sell Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc..
Manages 1 branch with the Assistant Acquisition Managers (AAMs) of this branch reporting into him. Ensure the audit scorecard for the team is in place.
Accountable for achieving sales channel targets of the branch being managed by him/her. Motivate Team to Achieve Individual Targets of the AAM SOP and responsible for overall Targets Achievement of the Team.
Plan and conduct sales campaigns and focuses on optimizing the number of Leads and referrals for boosting sales prospects.
Handle customer queries, conducts checks on the account opening form details and tracks the same in coordination with operations team in a branch.
Mobilize business for Current Accounts and Savings Accounts Drive numbers and value.
Recruit and train the team members on a regular basis.
Responsible for generation of revenues through sale of CASA and Third Party Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc through the Sales Channel
Organize various lead generation activities for his/her branch
One point contact for the team in case of any grievance from customer’s side.
Go along with the team members on calls while meeting some important customers.
Ensure that the quality of services is maintained as per the standards set.
Ensure that the defined parameters for opening of a new account are met in terms of documents collected, IP cheque.