Job Description
Role/Job Title: Senior Channel Manager - Retail Brokerage
Business: Retail Banking
Function/ Department: Retail Liabilities
Place of work: Zonal Office
Roles & Responsibilities:
'Spearheading 3in1 account business and ensure achievement of defined targets across branches.
Conducting regular meeting with bank staff in assigned branches.
Ensuring that the channels are activated, engaged, motivated and are productive by building a strong relationship
Building relationship with Broking SPOC Bank’s Regional Head/Cluster Heads for better output.
Designing and organizing various business campaigns/drives for ground sales team like BO, FS and FW.
Monitoring MIS and releasing various dashboard for pushing & tracking business.
Building capabilities of branches by conducting product knowledge session and market insights.
Managing leads with desired level of conversions.
Adherence to the company Sales Management Processes
Ensure download of key organizational communication/new product launch with the banking partner and entire sales force.
Secondary Responsibilities:
' Managing Zonal Distributors in direct equity 3in1 account offering - Demat and Trading Account
Experience of selling 3in1 account product through bank
Good communication & relationship management skills
Analytical & outgoing
Key Success Metrics:
Spearheading 3in1 account business and ensure achievement of defined targets across branches, cluster, region and Zone
Business: Retail Banking
Function/ Department: Retail Liabilities
Place of work: Zonal Office
Roles & Responsibilities:
'Spearheading 3in1 account business and ensure achievement of defined targets across branches.
Conducting regular meeting with bank staff in assigned branches.
Ensuring that the channels are activated, engaged, motivated and are productive by building a strong relationship
Building relationship with Broking SPOC Bank’s Regional Head/Cluster Heads for better output.
Designing and organizing various business campaigns/drives for ground sales team like BO, FS and FW.
Monitoring MIS and releasing various dashboard for pushing & tracking business.
Building capabilities of branches by conducting product knowledge session and market insights.
Managing leads with desired level of conversions.
Adherence to the company Sales Management Processes
Ensure download of key organizational communication/new product launch with the banking partner and entire sales force.
Secondary Responsibilities:
' Managing Zonal Distributors in direct equity 3in1 account offering - Demat and Trading Account
Experience of selling 3in1 account product through bank
Good communication & relationship management skills
Analytical & outgoing
Key Success Metrics:
Spearheading 3in1 account business and ensure achievement of defined targets across branches, cluster, region and Zone
💡 Quick Summary
Seeking a career-building opportunity? The Senior Channel Manager|Retail Brokerage position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.