1. To achieve overall business targets on volumes and
profitability for BBG customers.
2. To regularly interact with the branches for lead generation for BBG,
updates on the leads in CRM, ensuring conversions and following
complete lead conversion process.
3. Market scoping and identifying the potential customers with wallet
share for all BBG customers and product penetration and strategy
for achievement under various initiatives jointly with branch
4. RMs have to follow the laid down sales process which
involves updation of the regular client calls for both
existing and prospective clients. These calls should be
done in a structured manner either individually or with
support groups, branches or supervisors.
5. These calls should be updated in the CRM systems for
future guidance and monitoring of accounts and also to
assign tasks & leads to other departments.
6. Monthly review to be done with various product groups
and supervisors who support the RM’s portfolio (plan Vs
achievement) and other cross function teams to ensure
better product penetration.
7. Improvement on yield for the Bank so that the Portfolio
has a strong Return on capital at RM portfolio level.