Cop Supervisor - Mumbai, India - RiverForest Connections Private Limited
Description
Job Purpose
- Responsible for managing a team size of Personal Bankers managing virtual Classic portfolios.
- Drive the team for meeting the portfolio objectives for income/revenue generation, cross sell, digital product penetration, sales processes, call quality thus leading to building effective relationship and engagement with the managed classic customers.
- Ensure adherence to Operations process and meeting the Audit & Compliance guidelines.
- Responsible for managing, training and motivating staff
Manage PB Performance for Income generation
- Drive the team for the defined income and business targets set.
- Building effective relationship with the customers and managing the Classic portfolios so as to generate the revenue/income in the portfolio.
- Drive and guide the team for revenue/income generation. Monitor the revenue generated regularly.
- Monitor the performance of all the portfolios under management so as to meet the income targets set month on month.
- Discuss the performance with the PB.
Manage PB Performance for Portfolio Parameters
- Ensure that each Personal Banker meets the defined parameters of the portfolio to keep the portfolio healthy.
- Every portfolio to have the required set of groups so as to build relationship with the customers. Maintain the no of eligible groups in the portfolio.
- By engaging with the customers with cross sell products
- Work on the number of sales done in each portfolio.
- Ensure that each and every lead generated is catered and followed up by the resp fulfillment team, across the geography
- Build on the liability balances
- Make the family members, part of the program by addition of groups.
Digital Penetration
- Improve the digital penetration in the portfolios under management.
- Increase the penetration on NB/MB so as the groups under management are digitally active.
- Improve the stickiness of the customer by making the customers use bill pay facility of the bank.
- Penetrate into other digital like Bill Pay, Netbanking/Mobilebanking
Sales Process
- Ensure that the PBs followed the set sales process
- Contacts
- Ensure that the PB calls the customers as per the calling plan and reaches out to all the customers at least once in a Quarter.
- Daily triggers triggered are contacted timely by the PBs and business opportunities created.
- Ensure the birthday calls are made on time to customers to engage with the customers.
- Analyze the reasons for non contactable customers and guide the team.
- Supervisory Review-Review the customer transaction history, profile, interactions, APT and give proper recommendations to the PB for action in CRM next.
- Profilers-Review that the PB updates the information which is sought with the customers during the conversation made.
Service Quality & Customer Satisfaction
- Barging of calls made by PBs daily followed by giving feedback and review if the feedback has been implemented and there is improvement.
- Review the service interactions updated by the PB. If the interactions have been completely captured.
- Profilers details are updated timely by the PB, and the same is used effectively by the PBs while interacting with the customers.
- Seek customer feedback to ascertain possible improvement areas or strengths of the PB.
- Aid the PB in their problem areas like narrative preparation and implementation, objection handling, product features, pitching etc.
- Handle or address the queries of the PBs. Take over the calls where ever required. Handle the calls escalated.
- Identify training gaps for his team and communicate the same to the UH/ Training Manager
- Handles the customers queries of the team members and customer escalations received by following up and reverting to the customer
Team Management
- Involve and keep the team engaged
- Motivate the team by guiding and doing motivational activities
- Control the attrition in the team
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