Achieve NAV, Numbers and TD plans and Monitor Balance build ups
Ensure budgets w.r.t. NAV, Numbers and FD of the ASMs are achieved
Ensure Productivity of Sales Officers is met month on month
Ensure that the accounts build balances by cross selling other products solutions like Online collection and Payments, payment gateway, Enet, CMS/eCMS etc
Track the inactive accounts and get in touch with the institutions for activating the accounts.
Market Scoping and Segmentation
Scoping and segmentation of the market for acquiring new ISA and TD accounts
Ensure that the list of all the institutions in the specified territory is available with his team for generating and converting leads
ASM to personally meet every institution that is a potential customer. Has to analyze the institutions requirements, understand their business needs and provide customized solutions to fulfill all their immediate and long term requirements
Ensure that the team is updated with all the documentation requirements for ISA and FCRA accounts
Staffing and Productivity
Ensure that the budgeted sales executives are on board all the time
Ensure that the HR formalities of the sales executives is completed by liasoning with HR during new recruitment
Provide adequate training to the sales executives and keep them updated on the documentation requirements for ISA
Ensure that the sales executives understand the PLP structure. Regularly update the sales executives on the changes in the PLP structure.
Facilitate the sales officers not able to reach the required productivity and drive and motivate them to achieve the targets
Understand the catchment details of the various branches in the specified region
Track the budgeted branches with Zero ISA accounts and facilitate them to source ISA accounts
Ensure accounts are opened in specified TATs
Assist branches to convert leads generated by them
ASMs can also make joint calls with the RMs / PBs / BMs from branches
Relationship management and Increase Wallet Share
Meet customers on regular basis for understanding the needs and offering the most viable solution for the same.
The ASM to liaise with product team to seek necessary approvals (if any) for special requirements by the customers
Update the product team on the competition offering
Joint meeting with Branch Banking
Conduct regular weekly/monthly meetings with Branch Managers/Cluster Heads.
Update them on the status of business at agreed intervals.
Create plan and strategy for each branch/cluster along with the CH and ensure that the same is implemented
Leading Private Sector Bank