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A. Position Overview
Position Title
Regional Senior Manager
Department
YES Bank –Branch Banking
Level / Band
Senior Manager Level / 501
Role Summary :
- To manage sales and business objective of the cluster, meeting or exceeding key targets
- To ensure achievement of sales targets with optimal market coverage
- To plan resource allocation and be responsible for financial viability of the cluster.
- To effectively lead and manage his sales team by providing them with ongoing coaching
- To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and regulations
- To closely work with the branch / channel head to design sales strategies and initiatives that will cause improvement of sales performance across business.
B. Organizational Relationships
Reports To
Zonal Sales Manager
Supervises
KAM / AKAM / RM
Job Dimensions
Geographic Area Covered
Circle
Stakeholders Internal
Training
Product Management
Marketing
Branch Operations
Distribution Operations
Stakeholders External
Channel Partner
C. Key Result Areas
Achieve ANP targets through assigned branches
Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches / clusterDevelop joint business and implementation plans with branch managerInteract regularly with Sales / operations team to set targets & achieve required salesInitial grooming of the RMs in presentation & selling skillsMake joint calls with sales team, if required during the initial monthsAccompany the sales team on calls with high-ticket clientsBuild up and maintain solid relationship and rapport with partner’s district managers, branch managers and all frontline salesTraining of the sales team
Provide on-going training to partner’s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc.To train the RMs on Presentation and Selling SkillsMonitor sales & provide support
Analyze the productivity of RM’s to ensure they are delivering as per expectations. Suggest the developmental changes and intervene as and when required.Ensure that the high performers are suitably rewarded & kept motivatedMaintain and observe Company’s internal control and standardsAct as an escalation point for issues pertaining to policy issuanceArrange various contests & events for the sales team as well as the customers
Communicate all marketing and sales programs to bank’s frontline staff and ensure awareness and articulationFulfill the approval requirementsAnalyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spentMIS & Reporting
Design and circulate business MIS and reports to various stakeholder as requiredAnalyze data cuts on Business Performance and share the findings with the supervisorsRisk
Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.D. Skills Required
Technical
Product / Subject matter expertiseTeam Management skillsMentoring skillsBusiness perspective & planningPerformance Management skillsFinance / Insurance industry awarenessInterviewing skillsSelf-managementProblem solving skillsPeer level co-ordination and influencing skillsBehavioral
Essential
Desired
Interpersonal skills