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8.0 - 13.0 years

9 - 10 Lacs

Raipur

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Enquiry generation and conversion for Mahindra portfolio for farmers with high land holdings Offering farm mechanization solutions for various crop stages Partnership in enhancing farm productivity: showcase proof of concept, demo models etcExplore new revenue opportunities for farmer Upskilling laborers /tractor drivers for enhancing application on farm mechanization equipment usage Bundled solution based selling and showcasing superiority of Mahindra tractor + implement product range Preferred Industries Farm Sector System Generated Core Skills Consumer Insighting Credit Management Customer Profitability Customer Relationship Management (CRM) Customer Segmentation Data Reporting Manpower Management Designing Review Mechanism Financial Management Financial Reporting Inventory Management Key Account Management Lead Generation Market Intelligence Market Research Marketing Campaigns Negotiation Performance Management Training Development Promotional Activities Revenue Generation Reward Management Sales Planning Territory Coverage Optimization Data Analysis Capability Building Enquiry Management

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2.0 - 4.0 years

4 - 6 Lacs

Kolkata, Mumbai, New Delhi

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11101 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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2.0 - 4.0 years

4 - 6 Lacs

Kolkata, Mumbai, New Delhi

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11101 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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5.0 - 10.0 years

9 - 10 Lacs

Raipur

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Competencies Overall Feedback Responsibilities & Key Deliverables Manage a set of dealerships to achieve the business parameters like volumes, market share, collection, deliveries, spares part sales etc. Ensuring viable distribution network by appointing dealers, sub-dealers for appropriate market coverage. Ensure availability of trained manpower in adequate quantity at dealerships. Facilitate / coach the dealers and his staff for implementation various systems like MSS, Pancharatna etc. Ensure availability of appropriate service infrastructure and drive implementation of service systems for improving customer satisfaction. Execution of events like local level sales promotion campaigns, product launches etc. Train the dealer salesmen on pre-sales and sales processes, new product features / modifications. Track the competitor activities, capture feedback on performance of competitor (and our) products. Design and implementation of specific incentive schemes for dealers. Liaisoning with financial institutions / banks for exploring new avenues for retail financing of product Preferred Industries Education Qualification Diploma in Engineering; Bachelor of Engineering General Experience 5-10 years Critical Experience System Generated Core Skills Business Development Consumer Insighting Consumer Marketing Credit Management Customer Profitability Customer Relationship Management (CRM) Customer Segmentation Manpower Management Financial Reporting Inventory Management Lead Generation Market Research Marketing Campaigns Marketing Metrics Performance Management Product Knowledge & Application Promotional Activities Territory Coverage Optimization Working Capital Management Capability Building Enquiry Management System Generated Secondary Skills

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10.0 - 14.0 years

9 - 10 Lacs

Bengaluru

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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5.0 - 10.0 years

9 - 10 Lacs

Nagpur

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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1.0 - 6.0 years

5 - 9 Lacs

Surat

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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8.0 - 10.0 years

30 - 35 Lacs

Mumbai

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Business Function Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions whether in the areas of product development or customer profitability. We also provide capital management, business planning, forecasting, and tax and accounting advisory services. Job Duties & responsibilities Preparation of local financials (under Indian GAAP & as per RBI directives) and analysing the key drivers of Balance Sheet and Profit and Loss movement Closing the annual financials of the bank and getting them audited Preparation of regulatory (RBI) reports. Reports include DSB Returns, Form-A, Special Fortnightly Returns, Form-VIII, Form-X, etc. BASEL-3 compliance including capital adequacy computation, Pillar 3 reporting, etc. Responsibility for all reporting to RBI pertaining to Finance and reportings to the Board/Audit Committees in compliance with the Companies Act. Coordination with RBI Inspection Team, Concurrent Auditors, Statutory Auditors, etc. Bringing about ongoing change management through ADF implementation and automation Requirements Minimum 8 to 10 years experience in the Finance Department of a bank in similar capacity. Well versed with banking products, accounting norms, and regulations. Knowledge of all RBI regulations and RBI returns relating to the Financial Control function. Education / Preferred Qualifications Chartered Accountant Core Competencies Intelligence & Diligence: Ability to meet demanding deadlines Good attitude and should be a team-player Good communication and interpersonal skills Change / Innovation Orientation Technical Competencies Prior experience in the banking industry as detailed above Familiarity of prevailing accounting and RBI framework

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3 - 5 years

5 - 7 Lacs

Mumbai

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Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients financial positions.

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4 - 8 years

15 - 19 Lacs

Mumbai

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Business Function Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions whether in the areas of product development or customer profitability. We also provide capital management, business planning, forecasting, and tax and accounting advisory services. Business Partnering : Prepare and submit forecasts and budgets to Management. Provide weekly sales analytics to stakeholders. Develop monthly flash projections. Respond to ad-hoc queries from Head Office and the business. Create and maintain various dashboards displaying sales revenue by segment and client. Ensure accurate and timely system entries related to revenue sharing and product reclassification. Coordinate effectively with different business finance desks for GFM product reporting. Prepare presentations and slides for Board decks and ICAAP packs related to the GFM product Product Control : Reconcile data between the Front Office system and the accounting system. Post month-end manual journal entries into the accounting system. Prepare FEDAI and MIFOR adjustments for the local regulatory team.

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5 - 10 years

5 - 9 Lacs

Noida

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Manage a set of dealerships to achieve the business parameters like volumes, market share, collection, deliveries, spares part sales etcEnsuring viable distribution network by appointing dealers, sub-dealers for appropriate market coverage Ensure availability of trained manpower in adequate quantity at dealerships Facilitate / coach the dealers and his staff for implementation various systems like MSS, Pancharatna etcEnsure availability of appropriate service infrastructure and drive implementation of service systems for improving customer satisfaction Execution of events like local level sales promotion campaigns, product launches etcTrain the dealer salesmen on pre-sales and sales processes, new product features / modifications Track the competitor activities, capture feedback on performance of competitor (and our) products Design and implementation of specific incentive schemes for dealers Liaisoning with financial institutions / banks for exploring new avenues for retail financing of product Preferred Industries Tractor Farm Sector Education Qualification Diploma in Engineering; Bachelor of Engineering System Generated Core Skills Business Development Consumer Insighting Consumer Marketing Credit Management Customer Profitability Customer Relationship Management (CRM) Customer Segmentation Manpower Management Financial Reporting Inventory Management Lead Generation Market Research Marketing Campaigns Marketing Metrics Performance Management Product Knowledge & Application Promotional Activities Territory Coverage Optimization Working Capital Management Capability Building Enquiry Management

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5 - 10 years

9 - 10 Lacs

Hyderabad

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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5 - 10 years

9 - 10 Lacs

Vadodara

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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5 - 10 years

9 - 10 Lacs

Kolkata

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11100 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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2 - 4 years

3 - 7 Lacs

Hyderabad

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Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B or B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients financial positions.

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7 - 12 years

12 - 13 Lacs

Kolkata

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Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main Accountabilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B or B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients financial positions. Qualification : Postgraduate/ Graduate in any discipline

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6 - 11 years

9 - 10 Lacs

Vadodara

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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8 - 9 years

25 - 27 Lacs

Mumbai

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The Customer Finance Manager - Direct Trade is responsible for overseeing and managing the financial aspects of direct trade with strategic customers. This role involves working closely with cross-functional teams to ensure accurate financial analysis, reporting, and strategic insights to support business objectives. Key Responsibilities: Financial Management: Oversee financial transactions and processes related to direct trade activities, ensuring compliance with company policies and accounting standards. Budgeting and Forecasting: Develop, manage, and track budgets and forecasts for customer accounts involved in direct trade. Provide variance analyses and recommend corrective actions when necessary. Strategic Analysis: Analyze financial data to provide insights into customer profitability, trade spend, and pricing strategies. Make recommendations to optimize financial performance and support decision-making. Collaboration: Work closely with sales, marketing, and supply chain teams to align financial strategies with business goals. Facilitate communication between finance and other departments to enhance customer relationships and drive revenue growth. Risk Management: Identify and mitigate financial risks associated with direct trade agreements. Ensure all financial dealings comply with legal and regulatory requirements. Reporting: Prepare and present regular financial reports, including trend analysis and performance metrics, to senior management. Ensure accuracy and timeliness of all financial reporting related to direct trade. Continuous Improvement: Identify opportunities for process enhancements to improve efficiency, accuracy, and stakeholder satisfaction. Lead initiatives to implement best practices in financial management and reporting. Qualifications: CA with 8+ years of experience Minimum of 2 years of experience in sale finance, with a focus on direct trade Strong analytical skills and experience with financial analysis, budgeting, and forecasting. Proven ability to work collaboratively across departments and with key stakeholders. Excellent communication and presentation skills. Proficiency in financial software and tools, such as SAP, or similar systems. Strong understanding of accounting principles and financial regulations. Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

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5 - 10 years

19 - 21 Lacs

Ahmedabad

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Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main Accountabilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B or B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients financial positions. Qualification : Postgraduate/ Graduate in any discipline

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5 - 10 years

9 - 10 Lacs

Vadodara

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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5 - 10 years

9 - 10 Lacs

Ahmedabad

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Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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3 - 7 years

8 - 12 Lacs

Gurgaon

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Work with Key Account sales team and planning team to define a local area business plan including target workshops, coverage, sales target, activities etc. Understand Key Account sales contract terms, policy and agreed offer Support to prepare specific workshop value selling offer and sell to the target customer under guidance. Workshop management: Understand and build relationship with customer gain commitment for the activities proposed. Support to implement activities aligned to company strategy to maintain the good relationship with existing customers. Support to defend and grow existing customer through needs based and effective use of our offer under mentorship. Holds regular meetings to agree and supervise critical metrics with customers. Coordinate with Key Account team on workshop activation planning for responsible area Handle designated service provider for workshop activation if needed. Customer and market insights: handle an updated database and maintain close relationship locally. Understand customer needs and competitor s approach and provide feedback to company. Represent voice of customer in the company in order to improve our approach. Heavy Duty - Increase profitable growth of Castrol brands with a focus on premium products and HD strategic segments including both direct and indirect sales model. Work with Distributor sales force in assigned area to drive BP/Castrol business in Castrol s HD focused segments. Accountable to maintain a robust pipeline of prospects in HD strategic segments. Experience and Qualifications Experience in managing global or regional / trans-national key accounts Ability to demonstrate gravitas and proven credibility as a sales professional. Ability to operate at a senior level within customer organisations and manage stakeholders effectively. Ability to think strategically and translate into opportunities and solutions for mutual benefit with the assigned accounts Extensive knowledge and experience of the OEM and Franchised dealer environment. Intimate knowledge of the OEM value chain and the global motor industry; this would include awareness of differing cultures and business ethics within the global automotive arena. Education Bachelor s degree, with major of sales marketing related is preferred. Experience 3+ years sales marketing experience. Skills Competencies Good implementation capability and customer management capabilities A good communicator and team worker with the ability and willingness to work closely with others.

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5 - 8 years

11 - 14 Lacs

Chennai

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Are you ready to join a team that s driving the future of lubricants beyond and setting new industry standardsDiscover how our diverse and hardworking people at Castrol are shaping the industry - and how you can be part of this journey. We re seeking dedicated experts who share our passion for innovation and excellence. Bring your outstanding perspective, collaborative spirit, and challenge our thinking as we continue to lead the way in the lubricants market build businesses beyond lubricants. This is your chance to learn, grow, and thrive in a dynamic and inclusive organization. Apply now! Castrol is a global leader in lubricants and part of the bp Group, one of the world s largest energy companies. In India, Castrol is a publicly listed company, leading in the Automotive, Industrial, and Marine lubricant sectors. With iconic brands, relentless innovation, strong customer relationships, and a team of highly motivated employees, we have maintained our market leadership in India for over a century. Our robust manufacturing and distribution network in India helps us reach consumers through more than 135,000 outlets. At Castrol, success knows no bounds. We offer a fast-paced learning environment where you can develop your career, whether in specialized functions or on a general management track. Castrol India has a proud legacy of nurturing top talent for leadership roles, both locally and globally. We are currently looking for Distributor Business Manager and details mentioned. Let me tell you about the role Profitable volume and revenue growth in the designated territory through effective implementation of Company sales strategy through the Distributors and Retail direct accounts. To develop a team of competent DSR, FMR and SO. Ensure all selling and service routines through Distributors are on auto pilot What you will deliver: > Achieve Targets for Revenue, Reach and Profitability > Drive customer ( key retailers and workshops) advocacy for Castrol > Drive and ensure adherence to Extraordinary Sales Call @ FDFT. Also ensure supply @ FDFT Act in a manner consistent with the BP Values Behaviours by leading through our values, building enduring . >Capability building and maximizing value by closely adhering to safe, Ethical complaint behaviour for all activities in the market including company processes for Distributor Claim Management >Conduct monthly distributor performance reviews, which consist of a robust review of key prospects and accounts at risk and thorough review of Scorecard metrics and performance handle distributors to drive accountability for Castrol sales results. When performance is not at target levels on scorecard metrics, DBM is accountable to create action plan to Regional Manager to address the underperformance, identification of actions to close the gap and is responsible for the execution of the action plan. > Execute detailed plans and handle sales processes in the region with the focus on acquisition of new customers utilizing the indirect sales model. > Compliance with bp s Code of Conduct, Values and Behaviors and HSSE Standards. > Effective daily use of Customer Relationship Management tools to handle all aspects of the account relationship and build sustainable relationships throughout the customer organization, as well as our organization. > Ensure utilization of our digital tools available to support territory management including the use of Salesforce, Power BI, Tableau, Castrol Insights and TurfView. > Adopt and apply the Castrol approach which is a business where everyone is committed to the growth of our business, to deeply value our customers, to empower our people and to embrace change and challenge the status quo. What you will need to be successful (experience and qualifications) > Products Services Knowledge, Customer Segmentation Channel Management, Account Strategy Planning, Customer Relationship Management, Distributor Management, Customer Profitability Value Chain Understanding, Measuring Demonstrating Customer Value, Great degree of Leading People Competency > BP Behaviours that are considered important for successful delivery in this role : > Build positive relationships based on trust and honest discussion > Pursue detailed management through standardisation , clarification and the elimination of defects > Support those I work with and help to build the effectiveness of my team to achieve the best results Experience: > Experience of 5-8 years in channel sales, experience of managing distributors is essential, with experience in Third Party Management and Distributor Management and Bazar Trade > Should be able to drive a four wheeler on work. Job involves 15 - 20 days of travel outside base location. Needs to possess a valid four wheeler driving license. Education > Minimum Bachelor s Degree > In Engineering / Technology in Mechanical / Automobile /chemical/ Production/ Electrical is desirable You will work with: Internal Teams Smollan Team Distributors Retailers Mechanics Travel Requirement Up to 100% travel should be expected with this role Relocation Assistance: This role is eligible for relocation within country Remote Type: This position is not available for remote working Skills: Commercial Acumen, Customer Profitability, Customer value proposition, Digital fluency, Internal alignment, Managing strategic partnerships, Negotiation planning and preparation, Offer and product knowledge, Partner relationship management, Sector, market, customer and competitor understanding, Territory Management

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1 - 3 years

4 - 8 Lacs

Jaipur

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Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B or B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients financial positions. JD Written by JD Approved by

Posted 3 months ago

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2 - 4 years

4 - 6 Lacs

Mumbai

Work from Office

Naukri logo

Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients financial positions.

Posted 3 months ago

Apply
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