Sales Mgr-PL-Prime Markets

Job Description

• To Meet benchmark Targets and SM Productivity Norms by Generating business through Branches , Open Market & Channels.

• To achieve assigned targets, break it up for DSAs, Branches & HBL in both Value & Units basis the potential.

• Considering numbers to be disbursed based on approval ratios, plan on logins.

• To help them in identifying avenues of sourcing business under various product programs & segments.

• To ensure that proper segment, sourcing channel & product mix is maintained i.

• e.

• among Branches, DSAs & Self Sourcing with adequate sourcing from businessmen & self-employed professionals.

• Also sourcing to be done in a balanced manner under various product programs.

• Monitor & review business progress of channels, FOS & Branches on regular basis and highlighting area of concern to branches / concerned persons.

• Timely and proper reporting to be done regularly to supervisors on daily affairs.

• Also provide information on internal & external development which is in the benefit of business.

• Benchmark productivity of FOS and Channels.

• Sales manager has to ensure that benchmarks of FOS & channels are met.

• To ensure that proper training on product, process & other quantitative / qualitative parameters are given to them.

• Any changes in all these to be downloaded immediately and refresher training to be done periodically.

• For new FOS/channels, initial hand holding to be done by SM, so as to make them productive in short time.

• Visibility, Awareness & Promotion of the Product ensuring more lead generation and business.

• To create awareness about our products by way of training channels & FOS, timely updates on changes therein.

• Also create awareness by doing activities in the catchment areas.

• To create visibility by making available and display of promo material, leaflets, brochures, canopy, posters, banners etc.

• Placing them at branches, ATM, distribution in the market places, newspaper inserts etc.

• These activities are to be done with an aim to generate more leads and business.

• Follow processes, Branch/Channel/Customer visits, lead management, updates and improve upon efficiency
  To ensure timely updation of leads in CRM as per defined TAT.

• Branch visits & updating Cogent to ensure enough presence at branches, planning of actionable and execution thereof.

• Visits have to be planned and entered in the Cogent with actionable.

• Work on agreed actions by deadlines and then update SM planner post action taken.

• To have a connect with Customer and seeking their constant feedback thereby improving on policies & processes, Customer Interaction Report to be updated on CRM for every customer being visited / met.

• To ensure visiting DSAs and verifying that TRAI guidelines are adhered to for calling, review of files for login, audit of processes.

• Cross selling & KOs
  To ensure increasing the wallet share from the Customer thereby selling all the products of the Bank as per assigned targets ie CASA, FD, Credit Cards, Insurance & Other Assets.

• Hiring of FOS & Channels
  To ensure hiring, training & nurturing the business sourcing channels like DSAs / FOS.

Skills

• Sales and Influencing Skills
• Banking Product & Process Knowledge
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial Industry.