About the role
·Identifying & building strategic alliances
·Establish and nurture strong tie-ups with partner banks/alliances
·Liaisoning with partner banks/alliances and ensure all their requirements are met
·Driving quality client acquisition and further focus on client activation
·Regular analysis of health parameters of bank channels and initiate corrective measures
·Drive various cross sell campaigns with channel partners
·Managing relationship and drive business through banks
·Meeting HNI clients of the bank
·Train bank staff to effectively promote and sell broking and distribution products
·Follow industry and company policies to maintain regulatory compliance
·Identify growth opportunities and recommend strategies
·Provide regular sales and market trend reports
·Maintain in-depth knowledge of broking and distribution products