Business Channel Manager

4 days ago


Mumbai, Maharashtra, India Yes Bank Full time ₹ 12,00,000 - ₹ 24,00,000 per year

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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