Associate Director, Priority Banking-2400004215

Role Responsibilities 

Strategy

• Strategies for Revenue generation and business development                                                                
• Business objectives and goals                                                                                                                          
• Drive the Digital Agenda

Business

Acquisition & Sales Management

• Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue.
• Achieve the Targets set in terms of product mix, active/ passive ratio, liability targets, no. of transactions.
• Induction of all (NTB) new customers brought in by the Branches & Direct Sales team.
• Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
• Achieve the budgeted cross sell targets, consistency and penetration.
• Aggressive Sales call plans to acquire large prospective customers through referrals.
• Ensure coverage of customer base in accordance with the approved contact plans.
• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
• Maintain and update customer information on C Manager. Accurate and timely generation of reports.
• Activation of dormant accounts.
• Constantly updated product and process knowledge by successfully attending Tests/ Quizzes/ Certifications.

Customer Relationship Building

• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
• Effectively meeting customer expectations and handling/ reduction of customer complaints.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Serve as the one-point contact to the High Net Worth customers of the Bank

Processes

• Ensure compliance of laid down process and procedures.
• Facilitate and Implement work process improvements.
• To ensure compliance with Global Process Standards on Customer Data Confidentiality.

People & Talent

• Lead through example and build the appropriate culture and values.  Set appropriate tone and expectations from their team and work in collaboration with risk and control partners.
• Ensure the provision of ongoing training and development of people, and ensure that holders of all critical functions are suitably skilled and qualified for their roles ensuring that they have effective supervision in place to mitigate any risks.
• Employ, engage and retain high quality people, with succession planning for critical roles.
• Responsibility to review team structure/capacity plans.
• Set and monitor job descriptions and objectives for direct reports and provide feedback and rewards in line with their performance against those responsibilities and objectives.

Risk Management