To develop and manage strategic relationships with banking partners, drive business growth through the banking channel, and generate quality wealth management business by leveraging the bank's customer base.
Key Responsibilities
Develop and strengthen relationships with partner banks and their branch teams.
Drive wealth management business through the banking channel, including Mutual Funds, Insurance, PMS, AIF and other investment products.
Work closely with Branch Managers, Relationship Managers and Bank Sales Teams to achieve business targets.
Generate leads and convert opportunities through effective engagement with banking partners.
Conduct regular product training, sales presentations and business review meetings with bank teams.
Ensure achievement of monthly and quarterly business targets.
Identify recent business opportunities and strengthen existing banking relationships.
Monitor business performance, pipeline and partner productivity.
Ensure compliance with regulatory guidelines and internal processes.
Candidate Profile
Graduate/Postgraduate in any discipline; MBA/Finance preferred.
5–10 years of experience in Wealth Management, preferably in Banking Alliances or Bank Distribution.
Solid understanding of wealth products such as Mutual Funds, PMS, AIF, Bonds and Insurance.
Experience in managing banking relationships and driving business through bank branches.
Solid communication, negotiation and relationship management skills.
Ability to drive sales, influence stakeholders and achieve business targets.
Key Skills
Banking Relationship Management
Wealth Management & Investment Products
Business Development
Channel Sales & Distribution
Stakeholder Management
Sales Planning & Execution
Team Coordination