Function/ Department: Retail Laibilities / Wealth Management
Place of work: Mumbai
Roles & Responsibilities:
‘Engaagement with all Business verticals within the zone / region of the Bank. Liaise with Regional Managers and work closely with Branch’s to increase activation, increase lead flow, ensure right product offering as per customer need etc.
Secondary Responsibilities :
‘Engagement with External stakeholders / partners of the Bank to establish synergies between Bank and Partner. Ensure training, certifiation and process alignment apart from ensuring complaince at all times. Drive cusomer based solutions that fit in to as per need analysis and requirements. Be a prima-facie interface & be a solution provider to all Bank staff from Insurance needs perspective for the Bank customers.
Managerial & Leadership Responsibilities :
‘Manageirial leadership is required (in-direct) to manage various Business verticals and structure of the Bank. Maturity in handling employee / partner / customer queries related to Insurance needs.
Key Success Metrics:
‘1.APE target, 2. Retention of customer. 3. VNB/P&L of the zone / Branch. 4. Productivity / Branch with Product Mix. 5. Compliance & Training
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