Banca Channel

Product: Demat & Trading Accounts Wealth Products
Locations: Kurla

- Central: Mulund - Ulhasnagar - SVC Bank Network
- Western: Vile Parle - Borivali - South Mumbai

Role Purpose:

The Cluster Manager will be responsible for driving acquisition of Demat & Trading Accounts through partner bank branches by engaging, training, and supporting branch teams to achieve business and revenue targets.

Key Responsibilities:

- Train, support, and engage branch resources to drive channel acquisition of Demat & Trading Accounts and revenue products.
- Build strong working relationships with Bank Cluster Heads, Branch Heads, and channel employees to enhance branch productivity.
- Drive sales performance across assigned bank branches and clusters.
- Ensure effective execution of sales strategies and business generation activities at branch level.
- Conduct regular branch visits and maintain strong engagement with mapped branches.
- Manage approximately 12-15 mapped bank branches across assigned territory.




- Coordinate and drive R&R; (Rewards & Recognition) initiatives with Bank Cluster Heads and Branch Heads to improve sales momentum.
- Monitor branch productivity and ensure achievement of assigned sales targets for both branches and self.
- Promote wealth and equity market-related products to customers through the bank channel.
- Track daily business numbers, sales activities, and productivity metrics.

Candidate Profile:

- Minimum 4 years of experience in Channel Sales, Banking Sales, Broking, or Financial Services.
- Good understanding of Equity Markets, Demat & Trading Accounts, and Wealth Products.
- Robust relationship management and influencing skills.
- Experience in team handling and target-driven sales environment.
- Ability to motivate and drive branch teams towards business goals.
- Excellent communication and stakeholder management skills.

📌 Cluster Manager - Channel Sales (Kurla)
🏢 Axis Direct
📍 Kurla