01Responsibilities
Responsible for quality recruitment, training, developing the knowledge and capability of RMs in the branch and also provide guidance, anytime feedback and mentorship to individuals for enablement of achievement of the defined goals
Ensuring the RM Team maintains productivity, achieve goal sheet objectives and revenue targets. Also incumbent is responsible for monitoring quality of engagement, sales and processes for the RMs in the branch. Enhancing engagement with HNI customers through joint calls with RMs
Ensuring engagement across liabilities, retail assets, business banking, trade forex, wealth business and credit cards business in the region. Responsible to initiate thrust on cross sell and to enhance product holding ratios in the mapped clients for the branch.
Ensuring that relationship managers are earning incentivesin the branch assigned
Driving execution of the triggers, campaign and programs designed and released by the channel management & product teams
Incumbent is responsible to ensure that the relationship managers provide best customer service to their portfolio customers and ensure all processes are followed as laid down within the banks audit and compliance framework
Envisage data driven sales plans for existing liability product customers of the region to improve portfolio quality and account usage. Ensure periodic reviews and trainings to the team
Ensure First Time Right (FTR) is driven as a guiding principle for all requests. Client requests and complaints to be addressed efficiently within stipulated timelines.
Ensure all sales activity is recorded as per the organizational process and all sales and service processes are adhered to by self and branch team.
Lead the IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight
Attract and retain best-in-class talent for RM's in the Branch
Monitor key parameters on employee productivity and attrition rates and make necessary improvements
Champion the use of data analytics to increase engagement and product holding for customers being managed by the team
Key
