Director - Channel Management - BFS

Description:

JOBSUMMARY

- Driving penetration of all liability and wealth products; CASA, TD, FX, IS, INS, FASSourcing guidelines, Channel contribution, sourcing city strategy, headcount and productivity

- Sourcing guidelines, Channel contribution, sourcing city strategy, headcount and productivity metrics, new booking quality and portfolio shape

- Drive portfolio activities to improve profitability as well as balance

- Managing portfolio revenue & book through balance build programs

- Identify sourcing trends across channels & take corrective measures as necessary

- Implement strategies / campaigns for higher product mix, resource activation & cross sell in new branches/ channels

- Work in close coordination with Product/ segment teams for new initiatives & process updates

- Jointly frame and launch sales contests with products/segments to drive sales KPIs and productivity of the sales team(s) across channels.

Key Responsibilities:

- Develop and execute on short team and long term business strategy to build competitive advantage and grow market share

- Assist Head Affluent Distribution to ensure implement changes to Internal Standards and procedures, in line with development of business

- Support to e strict compliance of internal procedures, in line with the standards ladi down in quality policy

- Drive to ensure speedy resolution of customer queries and complaints in accordance with laid down procedures and quality standards

Strategy:

- Share feedback with relevant stakeholders basis frontline interaction

- Roll out Group/CPBB initiated strategic steps across all frontline and manager levels within Affluent Banking

- Deliver business enablers and process enablers for new business

- Implementation of performance metrics for all Channels

- Improve service standards for all channels

- Influence frontline behaviours through Scorecard interventions

- Designing and tracking contests for frontline along with segments and analytics

- Activate sources of leads to achieve acquisition targets

- Competition analysis and benchmarking

Business Processes:

- Strategic Thinking & Execution

- Leadership & People Development

- Strong Sales Acumen

- Customer Focus & Relationship Building

- Analytical and Financial Skills

- Regulatory and Compliance Awareness

- Communication & Stakeholder Management

People & Talent:

- Lead, mentor, and develop sales channel Strategy to achieve business objectives.

- Foster a high-performance culture focused on sales excellence, service quality, and compliance.

- Provide direction and support to frontline teams (Relationship Managers) through the branch leadership team.

- Drive training and capability-building initiatives to enhance wealth advisory skills across the sales force.

Key stakeholders:

- Affluent Distribution channels

- Digital Banking

- Client Experience

- Product/ Segment teams

- Finance

- Retail Analytics

- Retail Operations