Sourcing

  • Conduct market study and prepare market maps to streamline sourcing

  • Conduct market visits and promote Bank’s various products to prospective customers 

  • Achievement of Annual Operating Plan

  • Ensuring Sales executives achieve their Threshold Targets

  • Adherence to audit & compliance guidelines

  • Following the TAT for disbursement with focus on First Time Right and Post Disbursement Documentation complete

  • Attrition Control & filling hiring gaps. Maintaining Team cohesiveness

  • Control on Portfolio Attrition

  • Ensuring all registers are maintained in Branch

  • Ensure all corporate office initiatives are being implemented

  • Ensure Profitability of Business at Branch level

  • Regular Customer Visits

  • Ensure there is no Manpower Gap

  • Motivate staff to achieve targets and earn incentives

  • Cross selling of products like S/A account, Insurance, Other loans.

  • Conduct performance review of sales executives and suggest if some improvement is to be done.

  • Maintaining the MIS, generating reports.

Pre and Post disbursement

  • Helping to customers for complete documentation process of Sanction and Disbursement

  • Helping to customers customer needs & solving their queries regarding the product

  • Monitoring of the account post disbursal

  • Ensure compliance with sanction terms

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