Job Purpose:Deliver budgeted volume and revenue from existing and new customer base with the agreed KPI Retain and on agreed portfolio growth, by increasing in CASA, Deposits; and generate forex revenue for the department and ensuring customer service standards are adhered to all times. Working closely with compliance, GBO and branches to facilitate business banking issues.Key Result Areas:
Responsible for meeting/exceeding sales/revenue targets as defined in agreed KPIs: Revenue Growth (NFR & NFI), Cross Sell Targets, Retention Targets etc.
Responsible for defining and meeting key service indicators to ensure we are best in class at all times in service delivery
Develop and manage SLAs with internal and external stake holders ensuring that we have a competitive edge over our competitors at all times
Ensure that entire team has New to Bank and cross sell targets that are aligned with overall business targets
Develop and monitor minimum performance and action goals for entire team
Ensure that 50% of time is spent with clients for business development
In conjunction with other key internal stake holders continuously monitor financial health of clients (portfolio)
Work closely with Compliance and Risk to ensure all queries/outstanding requirements are fulfilled within agreed time frames
On a quarterly basis ensure that non transacting relationships are activated.
Continuously observe and track market competition and work closely with product team to increase competitiveness of products offered
Ensure all possible opportunities are explored to retain the client before he exits the relationship with the bank.
Work proactively with product managers to develop the right retention policy for the customers.
Manage Performance Management for all RMs/ ARMs etc.