Team Leader - (DST - Credit Cards)

To lead a team of Personal Bankers and deliver the team sales targets. The jobholder has to drive efficiency in the sales process, coach new joiners and lead by example by their own personal sales.

Key Result Areas

• Achieve monthly sales targets of the TEAM.
• Ensure staff achieves all KPI and KPA standards that include phone calls and face-to-face visits besides monthly financial targets.
• Coach staff by joint visits, train on product and credit policy, upskill staff on sales objections and presentations.
• Control daily activity Calls, Appointments, Meetings, Closures, References, Cross Sells of all the team members to achieve targeted sales numbers for the team.
• Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner.
• Maintaining and developing relationships with existing customers to enhance the cross sell opportunities.
• Acting as an external personal contact between the bank and its existing and potential markets.
• Conducting micro marketing activities that include Kiosk activities and other direct marketing activities.
• Record keeping of all sales activities in Daily Sales Reports and update CRM for leads and contacts.
• Ensure Team participation in all activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.

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