RM-EEG

Location: Bhubaneswar, Cuttack, Sambalpur, Talcher

Experience: 2 - 12 Years

Business Unit: Emerging Enterprises Group

Job Type: Permanent

Openings: 5

RM-EEG

Emerging Enterprises Group

Territory Head

Sales, Individual Contributor

01/04/2019

Drive initiatives aligned with business objectives to achieve leadership in the banking sector. Ensure effective branch management, lead generation, and customer engagement.

Plan weekly branch visits and monthly morning meetings; Activate RM/PB through lead generation and joint calls; Review branch and resource performance with CH as needed; Document branch meetings via Cogent/mails.

Plan activities to achieve two calls and appointments daily; Communicate document requirements to customers and follow up; Ensure document completeness and arrange pickups.

Provide financial products like Insurance, CASA, Credit Cards, and Asset Products; Monitor and track leads for cross-selling opportunities.

Conduct monthly churn and conditions reviews; Justify OBA waivers or inform customers of penalties; Ensure compliance with CAM conditions.

List quarterly call memos and review ASR/ACR conditions; Meet customers to understand business issues; Upload call memos for endorsement.

Reduce housekeeping items; Close critical and high-aging items.

Communicate premiums and collect required documents; Submit documents to operations.

Contact customers for interest servicing and follow up rigorously; Coordinate with branches and credit managers for joint visits; Complaints: CRM / MD / PNO / CRO; Analyze complaints and resolve them after customer discussions.

Prepare monthly renewal lists and work proactively; Communicate document requirements and follow up twice weekly; Analyze financials, address issues, and ensure document completeness; Submit documents to operations and manage post-login formalities.

Organize sanctions, contests, and recognition programs; Review CRM leads and update follow-ups.

Graduate, MBA, or CA.

None specified.

Interpersonal skills, coordination with multiple teams, ability to work under pressure, customer focus, problem-solving.

Branch Banking Team, Operations, Product Team, Credit.