1. Area/ Geography Mapping.
Responsible for allocation of geography at team level. Should work closely with his team members on geography mapping. Should audit and review the progress of area mapping on regular intervals and share the progress report with his superiors.
Knowledge, Skills & Functional Competency
• Knowledge of the entire geography.
• Ability to plan and strategize the geography mapping.
• Ability to use tools and resources to identify potential areas and sources.
2. Source Relationship Management.
o Relationship Management- Is responsible for managing the relationship with all sources of his team and geographic area.
Knowledge Skills & Functional Competency
a. To identify the problem and expectations of the sources with low LSR, SLR and MS.
b. Knowledge and ability to use various tools which can be utilized to improve relationship and ratios.
3. Audit / Relationship / Coaching Calls
• Responsible to conduct Joint Calls daily with team which includes Source visits and Sales calls.
Knowledge Skills & Functional Competency
a. Product Knowledge – own and competition
b. Ability to handle objection raised by customers and sources
c. Ability to use various tools to address customer and source queries
4. Channel Partner Recruitment
Responsible for validation and empanelment of channel partners
Knowledge, Skills & Functional Competency
• Knowledge of BSA empanelment process.
• Ability to identify the potential channel partner
• Ability to identify whether the BSA falls within the norms and category defined.
5. Team Huddle
Responsible for conducting team huddle on a daily basis as per the process laid down.
Knowledge, Skills & Functional Competency
• Knowledge of daily morning huddle process
• Ability to conduct team huddle
6. Weekly Team Review
Responsible for implementation and review of goal sheet and weekly completion of Sales Patri II.
Knowledge, Skills & Functional Competency
• Knowledge of sales process
• Ability to conduct reviews
• Ability to analyze
7. HSPL Hub Co-ordination
Responsible for coordination with credit team on the logged in loan applications and update status to his team members.


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