Relationship Team Leader

  • Delhi
  • 10-11 lakh
  • 5-7 years
  • 07 Jul 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Relationship Team Leader

To ensure acquisition of new CASA customers in the branch through self sourcing and through team of BRPs from a specified catchment through open market activities, referral of group companies/business associates & savings account of portfolio customers & their family members
? To ensure continuous portfolio activation, values build up and cross sell to portfolio customers
? To monitor the performance of the Business Relationship Partners
? To ensure that team of BRPs meets Yes Performance standards (YPS)
? To ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potential customers from each segment in the catchment
? To monitor customer profile, understand customers business needs & provide appropriate product / pricing solution.
? To monitor & ensure sourcing of quality current accounts in terms of product mix and value driven customer segments
? To ensure value enhancement in the mapped portfolio and monitor the portfolio health with respect to customer on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquired
? To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs
? To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking
? To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries
? To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarking
? To develop and continuously upgrade new innovative sales channels & techniques to maximize productivity
? To implement the sales monitoring mechanism to measure the productivity of the team
? To monitor the quality of sourcing of products to evaluate developmental needs of the sales teams and drive the sales system towards quality standards where risks are well controlled

? To derive insights to Competitor Sales activities and effectively counter the efforts

? To manage, mentor and motivate the sales team and evaluate and recommend the appropriate

Competencies/Skill sets for this job

Portfolio Customer Sales Quality Pricing Engagement Sourcing

Job Posted By

About Organisation