Posted by
Posted in
Sales & Marketing
Job Code
1686149

- Build, manage, and deepen relationships with Branch Managers, Regional Heads, Wealth/PCG teams, and Banking Sales Teams
- Act as the single point of contact for assigned banking partners
- Drive engagement through regular reviews, structured interactions, and joint business planning
- Drive AUM growth, net sales, and revenue targets via the banking channel, with a strong focus on Wealth/PCG segments
- Maximize wallet share and increase product penetration across mapped branches and wealth hubs
- Ensure strong branch and Wealth/PCG coverage across mapped locations
- Conduct joint sales calls with bank RMs and Wealth/PCG teams to drive closures
- Identify and activate high-potential branches, wealth centers, and key client opportunities
- Conduct product training sessions, presentations, and workshops for bank staff and Wealth teams
- Enable partners with product positioning, market insights, and selling tools tailored for affluent/HNI clients
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Posted by
Posted in
Sales & Marketing
Job Code
1686149