
Business Channel Manager
4 days ago
Roles and Responsibilities
Portfolio Analysis
Coordination with BM RM/PB
Banking Channel Management
Location :- Mumbai
Prefferable Male Candidates only.
Key Responsibilities Ability to understand & coordinate with RMs/PBs/BMs on channel process
Ensure proper understanding of goal sheet is given to RMs.
Addressing all frontline queries related to mapping, systems, process, products and propositions and incentives and also discussion with fincon for all Incentive queries and provide end to end solution.
Liaison and Update portfolio and customer mappings at regular interval
Validating RMs without portfolio to ensure no RM without portfolio by highlighting RMs hired in branches with no budget and taking corrective measures to move them to branches having vacant portfolio
Drive RM EUIN & IRDA Certification
Publishing success stories of RMs doing exceptionally well on product parameters on a regular basis. Periodic RM appreciation across all products
Monthly Channel engagements with RMs/PBs driving the monthly operating plan and new campaign
Highlighting hiring status with gaps and sharing feedback with regions/corrective measures.
Monthly Onboarding Training for New Joiners taking them through bank processes, systems. Giving a brief of the role of an RM and expected behavior.
Driving RMs to complete mandatory training modules assigned by YSB and Program Teams
Product training for RMs through Webex covering new products, new campaigns and refresher trainings to drive product cross sell
Regular addition of new PB/RM to their respective DL IDs
Dipsticks & surveys with frontline
Able to prepare the MIS at each leg
Campaign Level MIS
Process Level MIS
Channel Level MIS
Education & Experience
Full Time Graduate / Postgraduate
5 to 10 years experience in channel management / branch banking operations / portfolio management
Must have experience in Banking Domain
Proficient in MS Excel
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