Manager, Affluent Channel Manager

Job Description

1. To work closely with the Priority Acquisition team and enable them to achieve MOM business budgets
2. Increase channel s Leverage >2 (1)
3. Drive balance sheet growth and achievement of revenue targets (2.5) providing MIS to TLs and feed them on individual BDM performance. Gist to CHs / NSM
4. Work towards increasing Affluent NTB sourcing Priority & Premium (1)
5. To implement group scorecard model for all channels managed (3)
6. Drive monthly and quarterly scorecard performance which involves designing frontline enablers, multi- stakeholder alignment, collecting and organizing data (1.5) scorecard in competition, reason why BDM is not qualifying, what is the diff in work style/pitch of a performer /non-performer external reason like hiring, lead base, enablers
7. To track and manage quality / qualification in sourcing (1/2) call clients directly of repeated BDMs sourcing bad quality NTBs
Strategic Initiatives: (30%) Description:
1. Executing and Implementing tactical & strategic business priorities (Group and Country) for the Priority Acquisition channel
2. To work on increasing productivity of the sales team by framing and launching sales contests to drive sales KPI s (0)
3. To work on creating NTB campaigns (CEMS / Online / Tele Sales) based sourcing (0)
4. To work on creating Micro Marketing events-based sourcing (0)
5. To increase Mortgage business share from the channel (2.5) Increase Branch share of the business / CEMS campaigns / issued faced by frontline
Channel Management: (20%) Description:
1. Formulate, cascade and drive revenue budgets from the channel
2. Collaborate with Segment/Products/Group to deliver the right CVP and Solutions for customers (0) D1R Material, Sales Pitch Book/Kit, Product knowledge of BDMs / TMs, Competition Benchmarking, Marketing Materials
3. To create standard performance metrics and tracking for the channel. Managing Decile metrics for frontline
4. Resolution of frontline queries and requests across financial and non-financial parameters; assist with data requests and stakeholder approvals for tactical business opportunities.
5. Formulating and managing business and scorecard related MIS for senior management related teams
Business Governance & Process Changes: (10%) Description:
1. Coordinate between channel and Branch OR, CEPG, Wealth P &P etc. teams to ensure 100% adherence to Audit requirements and standards (internal, external and GIA)
2. Ensure fair and right incentivization of all sales roles
3. Simplification / relevant changes to reduce onboarding TAT, through RTOB and other channels
Risk Management
• Discipline in HR and training related matters, Operational Risk Standards
• Attend training, acquire knowledge and apply to job function requirements
• Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
• Ensure CDD, MLP & TCF diligence and adherence to operational risk controls and procedures in day-to-day management
• Zero tolerance of risk and compliance breaches
• Adhere to all policies, guidelines and procedures, comply with local regulatory requirements, reflect best practices
• Ensure no adverse findings in internal / external audit, governance and compliance review
• To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager
Key Stakeholders
• All Business units
• Sales
• Segments
• Products
• Compliance
• Marketing
• Digital Banking
Other Responsibilities Customers: Affluent /Mass Market, Emerging affluent and Affluent new to bank clientele and Key Corporates (if mandated) Business Targets: As mentioned in Job Objective Our Ideal Candidate
• Must be a graduate. MBA s will be preferred.
• Sales experience of at-least 10 years. Prior work experience in Employee Banking / B2B sales would be preferred.
• Should possess strong people management skills, leadership skills and demonstrated track record of excellence in sales.
• Must have managed a team size of at least 40 people.
• Experience in handling Deposit and Asset Products of a Bank would be an advantage but not a pre-requisite.
• Work Experience across multiple geographies will be an advantage.
• Strong communication and persuasive skills, along with the ability to work across silos, functions and senior stakeholders.
• Strong inter-personal skills, which encourages and promotes enthusiasm and team spirit.
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Keyskills :
salesmarketingbusiness developmenttargetretailkeeping things simplepeople management skillsb2b saleshuman skillsbalance sheetlife insurance