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Client Partner at Hector & Streak
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Wealth Coordinator - Bank (0-5 yrs)
Designation -Manager/Sr Manager
Key Responsibilities
Establishing Alliance Channel; an alternate channel for customer acquisition through tie ups . There are primarily 3 parts of the job-
1. Tie ups, budgeting and business plan: Defining target banks/ institutions, forecasting sales volume, cost and revenue, meeting potential banks / institutions for tie ups, initial presentations, creating detailed proposal, agreement preparations with legal team, working on the commercials and term sheet
2. Creation of seamless experience for the customer: Create customer journey for alliance channel. Co-ordinate with internal and external IT, product and operations team to ensure integrated product offering.
3. Generate business: Managing the business and be accountable for increase in sales volume. Work on digital marketing strategy along with marketing team, business presentations at regional and zonal meets, R&R for the alliance channel, setting up systems, process and norms for the channel
Additional Desirable Skills
- Good understanding of wealth management
- Should be able to deal will middle.management of banks like organizations
CTC: 10 - 15 LPA
Sangeeta Bhadane
Hector & Streak Consulting Pvt Ltd
Phone : +91 22 6171 7735 Cell : +91 9029027453
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