Recruiter at Mount Talent Consulting
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Branch Manager - Sales - BFSI (4-9 yrs)
Job Description :
Profile : Branch Manager
Location : Gurgaon
Key Responsibilities :
1. Sales Planning :
- Prepare and track product wise - liabilities, assets & fee AOP for the full financial year.
- Commerce and catchment mapping
- Prepare and review monthly activity calendar of outbound activities of BSM / JO
- Review all employees in branch quarterly.
- Review productivity of BSMs / BOMs/ JOs on a weekly basis.
2. Review and handhold BOMs & BSMs on a daily basis and Sales Officers (JOs) on a weekly basis.
3. Conduct Daily Morning Huddles to discuss daily plan and agenda for employees.
4. Ensure proper on-boarding of all new customers acquired.
5.Track inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker occupancy, Sales and thus daily business generation
6. Maintain quality of customer acquisition through sourcing mix and on-boarding process.
7. Monitoring DSRs on a regular basis.
8. Lead management proper assignment and closure of leads.
9. Tapping markets or customer segments within the catchment of the branch, which are hitherto untapped, to increase the GL Base of the branch.
10. Ensure operations, risk control and process adherence at branches
11. Branch Audit scores
12. Fraud prevention
13. Ops risk monitoring
14. RBI audits, inspections and incognito visits.
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