• To perform a detailed analysis of the potential business via the bank s customers, client segmentation, assess the success and challenges of such competitive tie ups done.
• To develop a strong value and service proposition for the Bank Customers and Sales teams and build a sustainable business model via them by the Banking Partner/ Industry, and propose a unique value proposition for attracting the Banking Partner s channel.
• To develop present and implement plans for acquiring new broking customers from the existing customer base and new customers of the Banking Partner including activity breakdowns, performance milestones, resource and budget requirements
• To build, in conjunction with internal marketing and Banking Partners marketing team, plans highlighting the clear opportunities, product features and incentive contests for optimizing the sales growth
• To develop a joint business plan with the Banking Partner s management, including elements such as joint financial sales targets, joint marketing plans, resource requirements, and general account targeting coordination
• To act as the interface between the organization and the Banking Partner on the national level for all customer service and demand servicing matters
• To keep up to date on market trends, new competitive offerings and industry matters through the Banking Partner and internal networks.
• To drive strong business and customer numbers from the Tie -up
• To drive the sales targets for the bank/corporate client and build teams as per verticals annual target.
• To maximize profits by achieving targeted fee income & effective cost management.
• To effectively deploy contest & prioritize sales of account opening.
• To plan and execute various Bank level initiatives to ensure business momentum and direction.
• To monitor team performance and take steps to improve productivity and correct deviations if any.
• To institutionalize training and IT system support and set up requirements for the effective functioning of the Banking Partner setup in Online customer acquisition
• To ensure a thorough induction of the Broking system, features and benefits, compliance requirements and incentive structures etc. to the Banking Partner s sales teams in a defined schedule and timeline on an ongoing basis.
• To ensure effective dissemination of Research inputs and other Financial reports to the Banking Partners staff and customers via online modes, coordinated interactive sessions, call n trade setups, etc.
• To monitor the various activities of the Dedicated call center established for the customers of the Banking partner and undertake necessary initiatives
• To streamline & strengthen the processes for servicing Bank Alliance led customers & other service-related issues
• To work closely with internal Sales, Credit, Risk, IT, & Ops team, for providing better services & technology to the Banking Partner and its customers. To suggest client servicing and engagement parameters to enhance credibility and continue to deliver a superior value proposition.
• To periodically monitor TATs and quality of customer servicing metrics for the Banking Partner led customers, costs of business development initiatives and its impact, etc.
• To plan, schedule and conduct Customer satisfaction surveys to gauge customer reaction, needs, etc for making necessary amends to improve the service proposition.
• To share regular MIS on the Bank Alliance led sales, TATs and customer servicing metrics
• To prepare periodic MIS of group business volumes, profits, new clients, TATs etc. for the bank Alliance and share it with the senior management.
• To regularly engage with the Banking Partner touch points for getting data on sales, payments, etc of the customers who availed broking facilities and provide information to internal business MIS teams.

- Post grad - 9-10 years in sales of stock and securities products