25 Banking Channel Jobs

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @ 9790306948

The position is responsible for ensuring effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Purpose of the Job Key responsibilities Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEO's. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating & increasing sales. Developing agents & distribution network. Selection & motivation of agents/distributors. Relationship management. Good communicational abilities and pleasing personality. Behavioral Competencies Market knowledge / extensively networked. Should have an eye for detail. Role Specific Competencies: Should be ready to expand job portfolio horizontally. MBA with minimum 1-5 years of work experience. AMFI certification compulsory. Exposure to M.F industry is essential. Formal Qualifications / Prior

Role & responsibilities: Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domain Preferred candidate profile:

Role & responsibilities: Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domain Preferred candidate profile:

-Acquire new customers for products -Manage distribution franchise i.e individual agents, corporate distributors, brokers -Achieve productivity targets for numbers & Value -New broker empanelment -Monthly sales activity plan -New distributor tie-ups Required Candidate profile -B.Com/Any Graduate -Min 2 yrs relevant exp -Preferably RM's specializing in distribution/channel mngt in AMC/MF/Financial Services -Good customer relations & contacts -Market intelligence

Sales- Banking Channel Associate Vice President Plan, develop and implement business strategies for overall growth of the area allocated & the distributers in that area, with the objective of improving sales and enabling business expansion Required Candidate profile • NISM certified Mandatory • MBA • involves team handling role Perks and benefits Sales- Banking Channel Associate Vice President

Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, Attingal Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 35 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification : Any Degree or Diploma 3 years.

*Role Type:* Individual Contributor *Reporting To:* Team Leader Key Responsibilities: Achieve sales targets through active distributor engagement. Strengthen relationships with channel partners and provide ongoing support. Deliver product training, marketing assistance, and conduct joint investor meetings. Organize distributor events and investor education programs. Provide market and competitor insights to internal teams. Qualifications & Skills: Minimum 4 years of experience in mutual fund or financial services sales. Strong knowledge of investment products, especially mutual funds. Excellent communication, relationship-building, and presentation skills. NISM Series V-A certification is mandatory

Role & responsibilities Must have experience in the BFSI domain and should have led at least one end-to-end program implementation within the last two years, preferably involving banking products in areas such as Corporate Banking or Channel Banking or Payments, or Transaction Banking . Strong understanding of project management and delivery practices , with a proven track record of managing projects using Java technologies in the banking domain. In-depth knowledge of Corporate Banking, Channel Banking, Payments , and Transaction Banking solutions is essential. Should hold a recognized Project Management certification such as PMP and/or Agile certification , with solid practical experience in Agile methodologies. Must possess strong technical acumen , particularly with Hybrid Cloud Technologies , and the ability to effectively communicate technical concepts to stakeholders. Demonstrated expertise in client engagement , as well as managing budgets, costing, resources , and vendor relationships . Proficient in using project management tools such as MS Project . Solid technical foundation with a good understandingor hands-on experiencein software development and web technologies . Preferred candidate profile Proven experience in program management, leading complex solution development within a matrix organizational environment. Strong track record of engaging and collaborating with CxOs and executive leadership in client organizations. Hands-on experience working with cross-functional teams across various disciplines. International exposure, particularly in regions such as APAC and the Middle East, will be considered an added advantage. Extensive project management experience with a proven ability to manage multiple projects simultaneously. Willingness to travel as required, with no constraints on mobility or location. Education B.Tech/B.E. in Any Specialization or UG or PG Graduates

Role Accountability Lead a team of NFTEs on PSA payroll comprimising of RMs, TL, RE & operations resources Effective coordination with WE function for right quality hiring, training of NFTE as per requirement, Placement of people as per skill sets/requirement of the distribution point Compliant management of PSA sites as per the Internal Audit guidelines of the organization Manage open market distribution points along with cobrand tie-up's and ensure cost viable delivery Stay abreast with competition moves and align sourcing stratgies, opening of new distribution points in accordance Ensure spread of field staff across the geography being managed in line with expansion of retail footprint and new customer acqusition Manage DSA/LG channel partners and scale them for a cost viable, profitable journey of both organization & the vendor Drive right sourcing mix in both field and tele setup's focusing on new to business customer acqusition for maximised spends,growth Encourage increase of digital enablers example EKYC,VKYC, Perfois platforms for a better customer experience and smooth processing of the application Diligent controls in application processing at backend shop to ensure high conversion rates for maximised output Manage application processing TAT across levels of sales funnel to ensure faster disbursement of card to the customer Control early card attrition and keep it under desired levels of the organization Fair knowlegde to manage tele sales campaigns for high connect rates, maximised churning of data as per company policies Realtime processing, fulfilment & processing of digital-led applications for improvised customer experience Operate as per COA targets assigned and ensure productivity of team is in line Sales processes to be conducted across funnel as per said compliance norms of the organization Frequent field & location visits for F2F connect with the sourcing teams Conduct frequent skip, one-o-one sessions with NFTEs for better team connect Measures of Success Achievement Of MOU Goals New Accounts Premium Accounts Insurance Cross-Sell COA 4 MOB Attrition % Digital Sourcing % Conversion Of Leads: Inward rate % - Inward to soft approved for both No doc & With doc portfolios Stake Holder Management: Close collaboration with WE, Operations, FCU, IT & Marketing teams VOC From Partners across formats of operations Complaints resolution: Effective complaint channelizing and resolution on escalations, ensure all complaints are addressed as per agreed SLA/TAT Compliance: Ensure sales compliance guidelines @ PSA level are adhered to Technical Skills / Experience / Certifications NA Competencies critical to the role Sales Management, Team Handling, Relationship Management, Analytical skills Qualification Graduate/PG (Preferrably) from any recognized and reputed Institute Preferred Industry Banking/ Telecom

Job title: - Direct Sales Relationship Manager. Location: - Thiruvananthapuram, Kochi, Kottayam, Thrissur. Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 35 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification : Any Degree or Diploma 3 years.

*Position:* Relationship Manager CEC *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, Attingal Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 35 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification : Any Degree or Diploma 3 years.

Handling Customers in bank CRM Target Achievement

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram, Kollam, Kottarakkara, Mavelikkara & Alappuzha, Attingal Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 35 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification : Any Degree or Diploma 3 years.

Responsible to drive the entire BD for Private Banking Channel for the Region. To build, develop & enhance relationships across Private Banks Setting up the entire network of Private Banks in the Region, Responsible to drive the entire Business Development for National Distribution Channel for the Region. Ensure effective and smooth relationship with ND's in the region for growth in business. Developing the entire network for National Distributors Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry. Assume full accountability for all aspects of sales in their respective channel Help in communicating a strong and vibrant brand Ensuring increase in Market share in the IFA channel business. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis, Generating & increasing sales. Prospecting of customers through New client acquisition, network, data base, References and open market. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent verbal communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 2-5 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage NISM VA Mandatory MFD Certified

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 2-5 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage MFD Certified

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with Industry Experience Good knowledge of Equity, Debt Markets will be added advantage MFD Certified

Coordination with SBI Branches in the Region / Location to mobilise sales. Support SBI Channel sales. Roles and Responsibilities Coordination with SBI Branches in the Region / Location. Assume full accountability for all aspects of sales in the Branch Coordination with SBI Branches in the Circle / RBO / Location. Primary responsibility of a Relationship Manager is selling of SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales. Prospecting of customers through New client acquisition, network, data base, References and open market. Liaising with his State Bank Branches/ investors / depending for selling / targeting specific schemes as identified by the Business Head. Co-ordination & Organizing Investor Awareness Programs Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business. To penetrate all targeted key accounts and originate upselling opportunities Ensure adherence to sales processes and requirements. Achievement of monthly, quarterly & yearly business plan. Channel Development & networking skills for achieving Channel Sales Skills & Competencies Quick thinking and problem-solving skills Able to work independently and as a team player Excellent communication skills and active listening skills Account Management skills, Excellent Presentation Skills Should have a thorough understanding of our products and a clear and fair idea about the products of our competition. Thorough understanding of regulatory framework and Taxation Laws Positive and enthusiastic attitude Customer focus and result oriented approach Qualification & Experience MBA & Graduate with 2-5 years of Industry Experience Good knowledge of Equity, Debt Markets will be added advantage MFD Certified

Location: Mumbai (Any of the 15 branches across Western, Central, or Harbour Line) Age Limit: Max 4041 years Experience: Team handling experience mandatory (managing 810 RMs) Reports to: Regional Head Job Summary: Lead a team of Relationship Managers focused on acquiring, servicing, and growing HNI/UHNI client relationships. Drive sales of Mutual Fund (MF), AIF, and PMS products, ensure target achievement, provide investment advisory, and maintain high service standards. Oversee client acquisition strategy, team performance, and compliance adherence. Note: Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *CTC:* 915 LPA (Fixed) + 25–35% Annual Bonus *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @ 9790306948

Hi Job aspirant, Greetings form Ageas Federal Life Insurance Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram,Attingal, Kollam, Kottarakkara, Mavelikkara & Alappuzha Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 33 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification : Any Degree or Diploma 3 years.

Hi Job aspirant, Greetings form Ageas Federal Life Insurance Job title: - Relationship Manager - Bancassurance. Location: - Thiruvananthapuram,Attingal, Kollam, Kottarakkara, Mavelikkara & Alappuzha Job Description: -: Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies. Channel Partner: - - Federal Bank. Salary: Open for perfect candidate. Key Responsibilities: - Generate leads from in-branch lead generators, bank customer database & walk in customers. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation. Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate. Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Adherence to company sales process and timely submission of various reports. Age Limit : up to 33 Must Criteria: Should be having min 1 year of Life Insurance experience/ cross selling experience of Insurance sales /Banking/Financial Services sales experience Qualification : Any Degree or Diploma 3 years.