Regional Manager-Customer 360-Branch Banking-Sales

Key Responsibilities:

• Customer Engagement:
• Interact with mapped customers via meetings, video calls, and telephonic conversations.
• Handle a mapped book of ~1000–1500 customers across 2–3 branches (C Category).
• Demonstrate and enroll customers in digital banking services.
• Interact with mapped customers via meetings, video calls, and telephonic conversations.
• Handle a mapped book of ~1000–1500 customers across 2–3 branches (C Category).
• Demonstrate and enroll customers in digital banking services.
• Sales & Business Development:
• Cross-sell and upsell across: 
• Assets: Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.
• Liabilities: Current Accounts, Savings Accounts, Term Deposits.
• Third Party Products: Life Insurance, General Insurance, Mutual Funds (Trinity).
• Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center).
• Achieve monthly sales and revenue targets.
• Cross-sell and upsell across: 
• Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center).
• Achieve monthly sales and revenue targets.
• Assets: Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.
• Liabilities: Current Accounts, Savings Accounts, Term Deposits.
• Third Party Products: Life Insurance, General Insurance, Mutual Funds (Trinity).
• Assets: Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.
• Liabilities: Current Accounts, Savings Accounts, Term Deposits.
• Third Party Products: Life Insurance, General Insurance, Mutual Funds (Trinity).
• Relationship Management:
• Deepen existing relationships in CA, SA, and TD segments.
• Ensure customer stickiness and upgrade category.
• Handle service requirements like account opening, cheque book issuance, and product feature explanation.
• Collaboration:
• Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion.
• Drive service activations and customer acquisition through referrals and family households.
• Deepen existing relationships in CA, SA, and TD segments.
• Ensure customer stickiness and upgrade category.
• Handle service requirements like account opening, cheque book issuance, and product feature explanation.
• Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion.
• Drive service activations and customer acquisition through referrals and family households.

 

Candidate Requirements:

• Education: Graduate/Postgraduate in any stream.
• Experience: Minimum 1 year in banking or financial services.
• Skills: 
• Strong communication and interpersonal skills.
• Sales acumen and customer-centric approach.
• Energetic, confident, and a go-getter attitude.
• Strong communication and interpersonal skills.
• Sales acumen and customer-centric approach.
• Energetic, confident, and a go-getter attitude.