BSM/SO

Initiate Daily, Weekly and Monthly sales planning

• Effective communication of individual target expectation and team target expectation to the team and plan accordingly
• Adherence of daywise sales plan for self and his team for market activities
• Ensuring regular follow up to track progress of team and take corrective action wherever required
• Ensuring proper planning and availability of resources in advance for all market activities, coordinate with Branch Manager for activities which will be done in conjunction with other branch staff
• maintain daily sales efficiency by ensuring leads are updated in daily sales report by team
• Initiate NPA customer calling for pending payments

Generating new business and ensure the productivity month on month basis

Ensure all customers provide references, improve customer satisfaction in order to increase retention

Attend personal discussion with customer to understand customer profile. Provide insights to credit team to reduce fraudulent cases

Improve branch Sales efficiency and effectiveness

• Proper sales planning activities in areas to increase customer connect
• Collect references from all customers and ensure calling and sending SMSs to all leads to increase conversion rate
• Planning customer visits to old customers/ HNI customers who have closed accounts to bring them back to SBFC
• follow up on interest collection to minimise penal charges for each customer and increase customer loyalty
• Attend all trainings on policy and process changes as and when required