As a Retail Branch Banking / Liabilities Segment professional in Mumbai, your primary focus will be on achieving growth and meeting sales targets by effectively managing the PCARM team for the cluster. You will be responsible for designing and executing strategic sales plans, including marketing activities to support the team in acquiring premium new-to-bank customers. Your role will involve recruiting, setting objectives, coaching, and monitoring the performance of the Branch Banking team. Building a robust team by hiring suitable candidates from competitor banks following the prescribed hiring process will be a crucial aspect of your responsibilities. It will be your accountability to ensure the achievement of New to Bank (NTB) targets, balances, fee income, and revenue targets on Current Accounts (CA), Trade Forex (TFX), Working Capital Finance (WCF), and Debit Cards. Qualifications and Experience: - You should hold an MBA/Post-Graduate/Graduate degree. - Essential minimum of 3 years of experience in a team management role in the Financial Services Industry. Competency Requirements: a. Technical Skills: - Sound knowledge of financial products, including banking products like CA, TFX, WCF, and Retail Assets. - Proficient in team management, effectively overseeing sales teams through regular monitoring and performance tracking. b. Behavioural Skills: - Strong interpersonal skills with a high level of communication proficiency in both written and spoken forms. - Enterprising, self-motivated, and goal-oriented individual. Key Performance Indicators: 1. Ensuring the quality sourcing of Current Accounts (PCA) by team members. 2. Achieving monthly targets concerning New to Banks (NTBs), balances, and cross-selling. 3. Identifying, interviewing, and onboarding suitable candidates for the PCARM role. 4. Guiding and motivating the team to ensure at least 75% of team members meet their targets and earn incentives. 5. Planning and executing regular sales and marketing events while exploring new business avenues. 6. Delivering revenue as per the set targets.,
As a Senior Relationship Manager in Supply Chain Finance, your role involves enabling the increase in Supply Chain business by identifying potential clients through self-sourcing, target market techniques, and referral networks. You will be prospecting clients for Supply Chain business by building relationships, extracting vendor/customer databases, and converting business to achieve sales targets. Leveraging the existing client base for cross-selling products and providing inputs on competitor analysis and latest market developments will be crucial. Periodically monitoring the portfolio with regard to the account position in the region and managing collections and delinquencies at the regional level are also part of your responsibilities. Your key responsibilities include: - Achieving growth and hitting sales targets by successfully managing the PCARM team for the cluster - Contributing to customer satisfaction of existing clients and customer retention - Staying abreast of client requirements and monitoring the relationship from initiation to closure - Ensuring client promises are kept and addressing their grievances adequately for client retention - Achieving targeted profitability, fee income, and collections - Achieving periodic revenue and profitability targets by aligning actions with business plans - Sourcing higher fee-based business and identifying newer avenues to achieve target - Front-ending at clients" place for collections and managing delinquencies - Adhering to policy adherence and documentation - Performing pre & post-sanction activities like coordinating for execution of documentation & sanction of loan proposals with the credit team - Coordinating for disbursements or any subsequent deviations during the credit life cycle with the operations team - Following defined processes & improving upon them to optimize operations - Coordinating with market intermediaries like banks & distributors for smooth operations - Ensuring the collection of all post disbursement documents, PDCs, etc. - Formulating periodic MIS for effective monitoring - Sending periodic lead closure & sales reports to the functional head Qualification Required: - Candidate should be from Bank/NBFC with stability - Minimum experience of 3+ years of relevant experience - Products knowledge in Vendor Financing, SID, PID, PO - Max Ticket Size experience of 50 Crs Please note that salary brackets vary for different locations, with a maximum of up to 28 Lacs for Mumbai & Delhi, and up to 22-25 Lacs for all other locations, depending on the current CTC. This is an incentive-based profile with a focus on achieving sales targets and profitability in Supply Chain finance.,
Role Overview: You will be responsible for achieving growth and hitting sales targets by successfully managing the PCARM team for the cluster. Additionally, you will design and implement a strategic sales plan, including marketing activities, to help the team acquire Premium new to bank customers. Your role will involve recruiting, objective setting, coaching, and performance monitoring of Branch Banking. You will also be tasked with building a strong team through the hiring of the right candidates from Competition banks as per the prescribed hiring process. Furthermore, you will be accountable for achieving NTB, balances, fee income, and Revenue targets on CA, TFX, WCF, and Debit cards. Key Responsibilities: - Achieving growth and hitting sales targets by successfully managing the PCARM team for the cluster - Designing and implementing a strategic sales plan, including marketing activities, to help the team acquire Premium new to bank customers - Recruiting, objective setting, coaching, and performance monitoring of Branch Banking - Building a strong team through the hiring of the right candidates from Competition banks as per the prescribed hiring process - Responsible for achieving NTB, balances, fee income, and Revenue targets on CA, TFX, WCF, and Debit cards Qualification Required: - MBA/Post-Graduate/Graduate qualification - Minimum 3 years of experience in a Team management role in the Financial services Industry Additional Details: The competency requirements for this role include: - Technical Skills: - Good understanding of banking products such as CA, TFX, WCF, Retail Assets - Effective management of Sales team through regular monitoring and performance tracking - Behavioural Skills: - High level of communication skills - written and spoken - Self-motivated and goal-oriented Key Performance Indicators: 1. Ensuring quality Current account (PCA) sourcing by team-members 2. Achieving monthly targets with respect to NTBs, balances, and cross-sell 3. Identifying, interviewing, and onboarding the right profile candidate as PCARM 4. Guiding and motivating the team to ensure at least 75% of team members meet their targets and earn incentives 5. Planning and implementing regular Sales and marketing events and exploring new avenues for business 6. Revenue delivery as per targets,