Regional Manager-Customer 360-Branch Banking-Sales

Key Responsibilities:

• Customer Engagement:
  
  
  
  • Interact with mapped customers via meetings, video calls, and telephonic conversations.
  
  
  • Handle a mapped book of ~1000–1500 customers across 2–3 branches (C Category).
  
  
  • Demonstrate and enroll customers in digital banking services.
  
  

• Sales & Business Development:
  
  
  
  • Cross-sell and upsell across: 
    
    
    
    • Assets: Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.
    
    
    • Liabilities: Current Accounts, Savings Accounts, Term Deposits.
    
    
    • Third Party Products: Life Insurance, General Insurance, Mutual Funds (Trinity).
    
    
  
  
  • Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center).
  
  
  • Achieve monthly sales and revenue targets.
  
  

• Relationship Management:
  
  
  
  • Deepen existing relationships in CA, SA, and TD segments.
  
  
  • Ensure customer stickiness and upgrade category.
  
  
  • Handle service requirements like account opening, cheque book issuance, and product feature explanation.
  
  


• Collaboration:
  
  
  
  • Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion.
  
  
  • Drive service activations and customer acquisition through referrals and family households.
  
  

Candidate Requirements:

• Education: Graduate/Postgraduate in any stream.


• Experience: Minimum 1 year in banking or financial services.


• Skills: 
  
  
  
  • Strong communication and interpersonal skills.
  
  
  • Sales acumen and customer-centric approach.
  
  
  • Energetic, confident, and a go-getter attitude.