Asset Desk Manager

Asset Desk Manager

Yes Bank
Gurgaon / Gurugram
Not Specified
Not Specified
Posted On: 2 months ago Total Applications : 13 Job Id: 26359449
Permanent Job

Job Description


Job Description :
  • The role holder is responsible for generating leads from allotted branches existing portfolio and/prospect referred by branch team and not to source clients through cold calling.

    • SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES
    Strategic/ Managerial Responsibilities
    • NA

    Core Responsibilities
    • Doing the catchment scoping along with Branch Banking Team to identify market opportunity, industry segments & associations.
    • Jointly review portfolios of Branch Sales & Relationship team to identify opportunities for Business Banking Asset products.
    • Ensures that leads from Branch Sales & Relationship team are provided as per Standard format and leads sharing process which are also captured in CRM for effective tracking.
    • Drives lead generation across all branch roles i.e BRPs, CRPs, RTLs, BRLs, YF BRL Portfolio, BSPs, BSDLs, FA & FPs and help them achieve budgeted target through continuous engagement by attending daily morning huddles, and organizing, business generation activities in consultation with the BBL and CBL BB.
    • Needs to conduct regular trainings/workshops/learning sessions with all resources in branch
    • Tracks the lead flow, monitor the TAT at various lead stages and needs to update the status with respective branch resources

    People Management or Self-Management Responsibilities
    • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
    • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
    • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
    • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

    Risk and Internal Control Responsibilities
    • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
    • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

    SECTION IV: KEY INTERACTIONS
    Key Internal InteractionsPurpose of Interaction
    Sales Team
    • For coordinating on all aspects to conversion of leads and their closures.

    Branch Banking
    • For coordinating on acquisition of New–to–Bank Business Banking MSME relationships through the CRM.

    Key External InteractionsPurpose of Interaction
    NA
    • NA

    SECTION V: KNOWLEDGE & EXPERIENCE
    KNOWLEDGE
    Minimum Qualifications
    • Bachelor’s degree in any field
    • Master’s degree in Financial Management is preferred

    Professional Certifications
    • NA

    Language Skills
    • Written and spoken English is essential
    Qualifications :
    • Bachelor’s degree in any field
    Master’s degree in Financial Management is preferred

    Job Details

    Industry:

    Banking / Accounting / Financial Services

    Function:

    IT

    Roles:

    Customer Service Executive (Voice)

    About Yes Bank

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