Rakesh Mohan Bhatnagar

Role & Responsibilities:

• Responsible for managing and growing the retail banking business within a cluster.
  Responsible for sales management and revenue generation within cluster.
• In addition, provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality.
• Responsible for generating business for various banking products like Savings & Current Accounts, Fixed Deposits, Gold Loan , TFX etc.
• Taking various initiatives for increasing customer penetration for sales,Managing customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms.
• Developing relationships with key decision-makers in target organizations for business development.

Role & Responsibilities:

• Managing organizational sales by developing a business plan that covers sales, revenue, and expense controls.
• Meeting planned sales goals.
• Setting individual sales targets with the sales team for CASA & TPD Business.
• Tracking sales goals and reporting results as necessary.
• Controlling Attrition.

Role & Responsibilities:

• Handling Sales team of 3 Branches and selling Savings Account, Insurance and Asset Products through the team of People.
• Supervising the Sales process.

Role & Responsibilities :

• Recruiting, Mentoring and Training a team of Life Insurance Advisors and generating LI , PMS and MF Business for the Organization.
• Liaison with the Ops department and made issuance of the proposals on time.
• Imparted training to insurance advisors and motivated them to escalate the sales process in the limited frame of time.

Role & Responsibilities:

• Recruiting, Training and Mentoring of Insurance Advisors for LI Business.
• Imparting training to insurance advisors and motivated them to escalate the sales process in the limited frame of time.
• Liaison with the Ops department and made issuance of the proposals on time.

Role and Responsibilities :

Selling Current Accounts, Savings Accounts, Trust and Society Accounts and Cross Selling Insurance, MF and FDs .