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Actively Looking for Team Handling Role for a Recognised Private Bank

Krehsst Recruitment Solutions
Keywords / Skills : Hiring , Sales Achievement , Team Handling , Sales Management , Wealth , Mutual Fund , Equity , Team , PMS
4 - 7 years
Posted: 19th Mar 2017

Banking/ Financial Services
Sales/ Business Development
Sales Exec/ Sales Representative
Any graduate
• Any
• Management
Posted On
19th Mar 2017
Job Ref code
Job Description

We are hiring for a Team Handling Role for a Recognized Private Bank of India

Location: Pune

Key Result / Responsibility

Set call plan for Relationship Managers to ensure that all customers are contacted within the defined timeline.

Set group level plan for achieving sales and income targets set across all products and other parameters such as Customer To Group (CTG), Income Product Holding (IPH) and Sales into portfolio

Migration of customers to online banking / setting targets / measuring performance

To ensure that RMs meet all ACTIVE customers in a quarter on a pro rata basis and update for sales / service interactions on a daily basis and also update supervisory remarks

Monitor RM performance on sales of various products

Daily track RM Sales against plan set (monthly plan). Revise plan to incorporate shortfalls & further planning with dead line.

Supervise the RM on products to sell and do joint calls if required to help the RM achieve plans

Ensuring that managed customers are comfortable with the direct banking channels / initiatives of the Bank and are using Bank's digital platforms wherever possible.

Ensuring that all RMs are earning incentive

Monitor RM performance on other initiatives

Track RMs on other initiatives such as Joint Calling, Customer Profilers, Premium Card penetration etc.

Monitoring, tracking and reviewing

Ensure that all RM portfolios are manned and recruitment of RMs with help of HR.

Ensure all RMs have undergone basic training modules

Ensure that the RMs understand the incentive structures & highlight good performers in the weekly reviews.

Share outstanding performance with the product teams so that the same can be shared with other RMs in the bank.

Understand areas where RMs need support and aid in bridging the gap. Some areas could be

Lack of product knowledge - Contact the Sales Manager or Product Manager for a training and support.

Process Gap Check list on process to be reviewed regularly and identify if there are any gaps


About Company
Krehsst Recruitment Solutions
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