01Responsibilities
Quantitative: Annual Login targets - Minimum 648 Ensure calling on leads received from channels being handled, references received from existing customers.
Ensure calling on chance bases.
Wherever required, personally meet up with customers - especially HNW customers. Minimum 10 customers to be met personally and customer interaction to be updated in CRM next per month.
Initiate for activities for lead generation.
Arrange for training at channels on lead sourcing quality, give feed-back on leads generated so as to ensure quality of lead generation improves and overall LG to LC ratio improves
Achieve Disbursal targets on value and Nos
Quantitative: Annual disbursal unit targets Minimum 324 Units Disbursal target value is assigned basis grid on City Category and Grade. Drive calling on all SUD cases. Drive RM / PB, KCM-CSRM / DSA activation for higher volumes.
Quantitative:
SM mapped with 1 to15 RM - 40% activation target
SM mapped with >15 RM - 35% activation target
KCM-CSRM - KCM activation benchmark is 3 LCs; CSRM benchmark is 2 LC; 80% activation benchmark
COP - PB - 30% activation benchmark
DSA - 30% DSA to be active every month less than 3 months from date of code activation - approval for empanelling received not to be included. However, DSA with Flat payout / Special payout LPO is to be included from first month.
Qualitative:
To follow the branch sales process, 100% updation of target branches of MOM in Cogent, Minimum 10 Customer interactions to be updated in Cogent.
Update the branch hierarchy (Branch Head, Cluster Head, Circle Head, Zonal Head) on RM activation on LG and LC.
Attend branch scrum meetings, review leads generated, share feed-back on the lead quality and overall LG LC ratio.
Conduct product trainings, update on rate revisions, product offers etc.
For DSA channel:
Ensure continuous channel engagement, training, update on product features and offers to improve lead generation and overall business. .
