Job Description

• Responsible for delivery of Personal Banking product sales objectives

• Implementation of defined sales targets and associated sales performance management standards which can support the budgeted delivery and planned objectives.

• Develop strategic alliances with DSA Partners in accordance with the bank’s Alternate channel strategy

• Build quality service delivery with DSA Partners to achieve the agreed Sales targets and ensure adherence to the agreed Service Level Agreements

• Build Overall Sales plan Forecasting and projections in conjunction with Finance, Segment and Product; Funnel / Pipeline creation & maintenance

• Implement solutions, and track progress around Sales compensation, productivity and planning

• Root cause analysis of low performers using decile analysis.

• To keep abreast with market dynamics and share learnings with Head of Sales for areas of Improvement and concerns.

• Achieve the organizational objectives, sustaining service levels & plan to enhance the service standards that will improve customer experience, Comprehensive complaint management.

• Minimize liability and product application rejections – Achieve targeted limits.

• Minimize cases in the exception Queue to eliminate erroneous submissions.

• Conduct capacity analysis ensuring staffing at agreed/budgeted head count.

• Maintaining and developing relationships with top management of target market companies & existing customers to enhance cross-sell opportunities

• Ensure staff conduct company visits & Kiosk activities.

• Ensure staff participation through all team activities like morning huddles, training and coaching, complete mandatory compliance, and fraud training.

• Reduce error rate in submissions to increase efficiency.

• Review the exceptions provided by the team as per the prescribed process and implement the required actionable/desired outcomes.

• Generate competitive knowledge and create benchmarking standards for the team/channel partners.

• Plan and recommend technology support and requirements to increase automation, streamline processes and improve productivity of the channel.

• Recommendations to management for process improvement through root cause analysis of problems and recommendations for product / process / procedural changes.

• Hands on Operations support/Relationship management required to ensure effective and timely delivery of banks’ services / products through proactive interaction across various units.