1596 Penetration Jobs

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Achieving Business Target milestones AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Achieving Business Target milestones AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Achieving Business Target milestones AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets

KEY RESPONSIBILITIES Responsible for implementing the sales plan of the assigned region Responsible for achieving sales targets from assigned region Assist in launching & driving Government Annuity Business Assist in evaluating their needs to help select the best solution Prepare periodic sales reports Maintain database on Govt and competitor information Update the client s/ call reports accurately and efficiently and any competitor s information as suggested by Goverment Annuity team Continuously evaluate potential of Annuity Business in the region Develop specific analysis parameters Conduct analysis on the potential govt departments and prepare reports for the Business Head Collect competitor information on the Government Annuity Business Adhere to all Organization s policies and procedures Measures of Success Actual sales achieved vs the plan Accuracy and timeliness of sales reports Actual activity vs targeted activity Accuracy of competitor information; up to date data NPS/UPS sessions done vs Market share data for the counter

Ways of working : Mandate 1 Employees will come to the office twice or thrice a week at their base location and work remotely for the remaining days. Roles & Responsibilities : Business ownership & managing Business P&L for the region- Drive the regional business of grocery through a mix of assortment, pricing, promotions and vendor engagement initiatives to deliver overall growth of category Plan right product assortments, assortment benchmarking, assortment gaps fixation and review it every quarter for efficiency and productivity of each city to stay relevant for customers. In Depth Knowledge of commodities, regional variations, pricing, vendor sourcing, regional brands & MOP for key brand/items Develop & strengthen existing business relationship by engaging with brands, closing monthly business plan and overall business growth at brand level Plan, build & drive new categories/missing portfolio to gain maximum share in a division Ensuring 100% vendor fill, Wh availability and front end availability by working closely with brands for Delivery in full and on Time Delivering Visi investment targets from existing vendors to build strong platform presence and penetration of regional brands Ownership like an entrepreneur / Be a merchant / Build the category with a long-term view deliverable- Constantly benchmark on product range to ensure leadership position on the same every month. Drive PL category sales growth, share, profitability, availability and NPD push with PL regional repackers Desired Skills: Exp with 2-5 years of Grocery (or) Ecommerce/MT Retail experience (must) Demonstrated ability to identify and solve ambiguous problems Identifying customer needs and inventing new ways to meet those needs Tenacity to develop ideas independently and thrive in a fast-paced start-up environment Proven analytical thinking, project management skills, attention to detail and exceptional organizational skills are essential Excellent verbal and written communication with interpersonal skills Extreme attention to detail and willingness to roll up your sleeves. "We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regards to race, colour, religion, sex, disability status, or any other characteristic protected by the law"

Its fun to work in a company where people truly BELIEVE in what theyre doing! Position Summary: Responsible for planning and managing programs to meet product delivery, quality, customer service, cost and revenue goals. Acting as team leader, coordinates team efforts in assigned accounts/territories. Ensures revenue growth, account penetration and customer satisfaction. Reviews requirements, identifies tasks, assigns and coordinates resources and creates/tracks project schedules. Ensures clear communication and timely resolution of issues. May participate in the development of strategies pertaining to program. What you bring to the role: Seasoned professional individual contributor. Works independently with limited supervision. May manager projects/processes. Coaches and reviews the work of lower level professionals. Problems faced are difficult and often complex. Influences others regarding policies, practices and procedures. Provides solutions to a variety of complex technical and business matters. Will champion significant projects, programs and business initiatives using demonstrated creativity and ingenuity. May assist more junior staff members with aspects of their job. Incumbents provide a leadership role for the work group through knowledge in his/her area of specialization. Generally free to determine work priorities based on general direction from managers. Specialist in technical or business skills. Individuals with a customer focus have developed the acumen to cultivate and develop lasting customer relations. Four year college degree (or additional relevant experience in a related field). Minimum 5 years functional experience including a minimum of 3 years specific experience. Ability to make significant contribution to processes and systems.

Reporting To: Centre Manager Department: Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS: Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE: Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group: 21-28 years Preferably has own conveyance Reporting To: Centre Manager Department: Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS: Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE: Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group: 21-28 years Preferably has own conveyance

JOB DESCRIPTION Job Title : Relationship Associate Band: 5 Reporting To: Centre Manager Department: Bancassurance Ujjivan/TMB/ DCB/SIB/CSB JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS: Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE: Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group: 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title : Relationship Associate Band: 5 Reporting To: Centre Manager Department: Bancassurance Ujjivan/TMB/ DCB/SIB/CSB JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS: Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE: Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group: 21-28 years Preferably has own conveyance

JOB DESCRIPTION Job Title : Relationship Associate Band: 5 Reporting To: Centre Manager Department: Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS: Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE: Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group: 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title : Relationship Associate Band: 5 Reporting To: Centre Manager Department: Bancassurance Ujjivan/TMB/ DCB/SIB JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS: Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE: Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills English & regional language (mandatory) Age group: 21-28 years Preferably has own conveyance

Job description Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network of offices, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets . Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements Qualifications The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certificate Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE You ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are va lued, respected an d opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Job description Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certificate The location for this role is Jalandhar , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE You ll achieve more when you join HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Area Sales Manager II - B2C Job Details | Bunge Search by Keyword Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Area Sales Manager II - B2C Rajpura, PB, IN, 140401 State : Punjab (IN-PB) Country : India (IN) Requisition Number : 40642 Area Sales Manager II B2C Regional Sales Manager Role Purpose Statement : This position is new, created to service and develop business in the stated location. The objective is to manage some high potential towns & expand. This position is very critical and offers high potential along with supply chain advantages. Currently our business is very low and needs to be scaled up multifold with focused distribution and town development. Increase Annual Sales Volume Increasing Buying outlets as per target Implementation of Automation at Distributor Level Automation at Field Force Level Commercial Control,AR and NDCs Manage DSM and Field Force Efficiency as per prescribed norms. The major focus area will be to develop SFO business in this high potential and strategic state. Servicing big business partners/Distributors/Rural penetration. Key Performance Indicators (KPIs) No of Working DSMs DSM/FF Efficiency Major Opportunities and Decisions The challenges will be to build distribution and develop SFO business in this area. Manage and increase rural penetration of Vanaspati. To start and sustain palm business. Geographical knowledge of rural areas Expertise of Oil Trade. Strong team handling skills. Key Relationships, Stakeholders & Interfaces Trade Business Partners Knowledge and Technical Competencies : Good Computer knowledge Strong Analytical skills Graduation and Above Experience of minimum 10+ Years in FMCG/Oil trade and distribution. Bunge (NYSE: BG) is a world leader in sourcing, processing and supplying oilseed and grain products and ingredients. Founded in 1818, Bunge s expansive network feeds and fuels a growing world, creating sustainable products and opportunities for more than 70,000 farmers and the consumers they serve across the globe. The company is headquartered in St. Louis, Missouri and has 25,000 employees worldwide who stand behind more than 350 port terminals, oilseed processing plants, grain facilities, and food and ingredient production and packaging facilities around the world. Bunge is an Equal Opportunity Employer. Veterans/Disabled Supply Chain Manager, Sustainable Agriculture, Supply Chain, Marketing Manager, Sales Management, Operations, Agriculture, Marketing, Sales

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any. Requirements: Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage. Education / Preferred Qualification Graduate / Postgraduate with MBA in relevant field Core Competencies Effective probing and listening skills. Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-oriented, analytical and ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. DBS India - Culture & Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints. Build pride and passion to protect, maintain and enhance DBS image and reputation. Enhance knowledge base, build skill sets & develop competencies. Execute at speed while maintaining error free operations.

SBI Card truly lives by the work-life balance philosophy. We offer a robust wellness and wellbeing program to support mental and physical health of our employees Admirable work deserves to be rewarded. We have a well curated bouquet of rewards and recognition program for the employees Dynamic, Inclusive and Diverse team culture Gender Neutral Policy Inclusive Health Benefits for all - Medical Insurance, Personal Accidental, Group Term Life Insurance and Annual Health Checkup, Dental and OPD benefits Commitment to the overall development of an employee through comprehensive learning & development framework Role Purpose RSM in Distribution Sales is responsible for sales of various SBI Card products in an assigned geography through one or more of the channels available (Open Market, Cobrand, Tele Sales, Digital and LG). The geography consists of group of cities/state and is managed through a large team of NFTEs being led by ASMs manning all distribution points available or the call center engaged in working on leads originating from various digital journeys. The team span under this role would be a group of ASMs and extended team of NFTEs comprising of Relationship Executives (RE), Team Leaders/Relationship Managers (TLs/RMs), Unit Managers and Back-end team. This role can be a first step into people leader roles and naturally becomes a controller of business growth, channel relationship manager and a trainer to onboard and prepare a strong team of front-line sales managers of SBI Cards. The role also doubles up as a vice captain to the head of zone (ZSM) when required. Role Accountability MOU Achievement Deliver new accounts Responsible for sales of Premium Cards with segmented focus to build up portfolio Cross-sell of various Insurance products Managing the cost of acquisition target, review absolute cost across heads, increase people productivity for optimal cost utilization Effectively coordinate with WE teams/PSA leads on NFTE hiring and monitor related attrition of people at all legs of the NFTE lifecycle Drive full digital journey penetration in sourcing including digital KYC Close monitoring of Sourcing Mix, Right product to be sold as per business directives Responsible for driving a team of FTEs to achieve their KRAs Sales Distribution Point Management - Organized, Unorganized Drive manning of all available Point of Sales Distribution points across formats of Organized Retail in Open Market, Cobrand Ecosystem Quality of man power (grooming standards) has to be as per the requirement of the Point of Sale Ensure diligent daily visit report (DVR) upload by ASMs in system; better engagement with NFTE Regular Visits to meet Cobrand Partners across products to improvise partner alignment to boost sales Extensive travel to locations, distribution points- identify new sourcing avenues in all formats of F2F sourcing under organized and unorganized channels Review high cost, low productivity paid distribution points; evaluate timely closure to save cost Have a BCP always ready for high dependent distribution points, to avoid business interruption in case of any issues Tele Sales Centers RSM managing a call center has prime responsibility to operate at high productivity, up-stream operational efficiency and high customer satisfaction Need to ensure right allocation happens which involves allocating leads basis campaigns, product, headcount available, Re-churn logic for maximized output Data allocation happens on Dialer (predictive, preview) and manual dials Capture correct disposition of all consented leads routed to call centers - derive in in-line strategy for high productivity Drive higher efficiencies on Sprint Leads- Assisted, Good Cost Save opportunity Build strong analytical engine in respective centers, adequate data mining will help in high yield at an agent level Pace up fulfillment of within TAT, manage non caf locations doc executives with strong dedicated lead coordination team Regular training interventions to be done, this will help zero mis-selling by the agent - building customer trust on the phones is critical Ensure all company requirements, policies and processes are adhered as per satisfaction in both formats of Non F2F channels of Tele Sales & LG Maintain high standards of Governance Model in the centers to ensure no lapses on companys policies & procedures LG Management Fulfillment to be prioritized within TAT via E-VKYC, helps the partner get confidence & high trust Liase with LG RMs for enhancing productivity and output from all LGs Operations Full blown backend processes are being run, helps manage quality of applications at dispatch, productivity of the shop gets reviewed at all levels Regular meetings, communications being sent on relevant changes to avoid wastage in the funnel at all levels Supervision Inflow, Processing, & Dispatch of Applications Drive premium upsell from all backend shops to meet premium & 3k/5k targets Closely track inward rates of all customer segments, strengthen PRA in individual pockets for high standards process controls in the complete Sales Funnel Liaison with Ops team for Capturing & processing of Applications Supervision on RTB level by ensuring the team is reviewed consistently Inculcate the habit in team members to regularly analyse the declines & restart opportunities that exists Manage fulfilment team of Lead Coordinators, Doc boys for all Non-CAF locations for desired output Handholding & grooming new ASMs; Maximize the delivery from the team through effective Planning, Monitoring, Giving Feedback and regular performance review Team Management Motivating ASM s to achieve their goals along with imparting adequate process and product knowledge Monitoring NFTE teams performance & getting desired productivity Encouraging competition & Higher Goal Setting. Facilitating the same through Training, Coaching & leading by example Exhibit strong team work and boundary less behavior while working with cross-functional teams Driving team connect/review & training with regular and extensive travel in a widespread territory Educating Team of Company Policies, Compliance Guidelines, DOs & DONTs on Regular Intervals Manpower Planning & PSA Management Assessment of adequate manpower considering as per plan with the right mix of Sourcing/Non-Sourcing Engaging with the PSA and WE team spocs for continuous hiring process Ensuring a positive environment is built in all location PSA offices to ensure the attrition levels are in check and teams perform to the desired levels of productivity Management of Expenses of PSA Offices through coordination with PSA & WE Department Validation of Cost & Ensuring Timely Payments Post Approvals Reimbursement Management & Incentive Validation of NFTEs Training Management of trainers in Coordination with Area training Managers Ensure Regular NHOs/Refreshers & Product based Training for increasing Productivity Driving Key Initiatives & Projects of the Company Digital Sourcing - Driving team to adopt all New Digital Initiatives of the company by ensuring quick transition of extended sales teams by facilitating adequate trainings RE Digital Sourcing, key initiative being driven by all RSMs - helps with instant approval, reduces cost Regular identification of cost saves opportunities and action, review consolidation for optimized cost benefit output Adherence to Compliance To ensure teams and processes comply with all regulatory and business compliance policies rolled out by WE and Compliance teams Measures of Success Achievement Of MOU Goals New Accounts Premium Accounts Insurance Cross-Sell COA 4MOB Attrition % Digital Sourcing Team target achievement % of ASMs achieving their goals % Conversion Of leads Inward to Soft approved % of all channels Stake Holder Management Close collaboration with WE, Operations, FCU, IT & Marketing teams VOC From Partners across formats of operations Complaints resolution Effective complaint channelizing and resolution on escalations, ensure all complaints are addressed as per agreed SLA/TAT Compliance Ensure sales compliance guidelines @ PSA level are adhered to Competencies critical to the role Sales Management, Team Handling, Relationship Management, Analytical skills Qualification Graduate/PG (Preferably) from any recognized and reputed institute Preferred Industry BFSI/Telecom/Any retail sales FMCG, CD etc.

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Achieving Business Target milestones AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Achieving Business Target milestones AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Achieving Business Target milestones AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets

KEY RESPONSIBILITIES Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Achieving Business Target milestones AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets

With the IKEA India Way Forward and approved Omnichannel Market Development Plan (FY25 30), we are proud to announce a significant step in our journey the launch of our first physical Customer Meeting Point (CMP) in Pune! After five years of serving the Pune market through our online channel, this new CMP marks a meaningful evolution in how we connect with our customers. It brings us closer to the community, offering a seamless, inspiring, truly omnichannel IKEA experience and makes us more accessible, sustainable, and customer centric. Together, we re shaping the future of home furnishing. The upcoming CMP will be an IKEA Small Store S, spanning approximately 2,800 sqm of gross area, and will be located in a prominent shopping mall in the East Cluster. Stay tuned the exact location will be revealed soon! We re on the lookout for an enthusiastic and customer-focused Commercial Manager who lives and breathes home furnishing. This is your chance to lead an energetic team, introduce IKEA to new customers, drive success in a new market, and create a meaningful and locally relevant shopping experience. Your responsibilities Drive extraordinary growth and brand positioning, maximizing sales and encouraging an excellent shopping experience across all channels. Strengthening the competitive position of IKEA in a market, increasing penetration and market share. Work in partnership with all stakeholders, to ensure the continued success of the IKEA Concept and to ensure commercial direction, processes and tools are effectively implemented in most cost-efficient way. Contribute, create and implement store strategies and actions, steering the business in an omnichannel retail environment. Lead and inspire your team, to optimize and improve the shopping experience, to secure customers satisfaction and increased sales and profitability in your store. You achieve this using your knowledge of the IKEA product range, the local market, competition and customers. Your leadership is based on performing and delivering while learning and developing in the business. You use the IKEA tools and expertise of your team and your colleagues to support you. In your strategies and actions, you always consider and steer the business in a multichannel retail environment, particularly IKEA store, IKEA website and App. You actively work towards fulfilling the tasks of an IKEA store: Balance between efficiency in operation, well-staffed with competent co-workers, customer service and commerciality to secure sales. Show home furnishing solutions, local relevance and inspiring home furnishing ideas Serve as a well-qualified home furnishing specialist and as the leader in life at home Secure a great Customer shopping experience What you ll do as a Commercial Manager: Accountable for leading the store commercial team, Selling, Com-In and Logistics and working in collaboration with the Food and Customer Relation team to secure a seamless and omnichannel shopping experience Create, deliver and lead the omnichannel commercial action plan and the commercial calendar for the store taking input from the team and the matrix managers to ensure the store supports the achievement of the agreed goals for the country maximizing sales and generating sustained long-term profitability Drive sales and optimize profitability in the store using the knowledge of the range, local market, competition and customers. Analysis the stores commercial performance and enables the IKEA mechanical sales system to work efficiently and ensure continue success of the IKEA Concept Contribute interdependently to the creation and implementation of the store business plan with knowledge of peoples life at home, of your local market potential and consumer shopping behaviors. Work with your team and other functions to ensure your store is locally relevant throughout the different sales channels. Secure successful implementation of country priorities, share and implement good solutions. Ensure that customer insights are translated into locally relevant, functional, aesthetic and commercial home furnishing solutions that exceed customer expectations and reflect home furnishing the IKEA way Ensure a better understanding of the local customer, market and community to enable a better local connection to the store experience, solutions and commercial calendar Initiate and facilitate all the processes of the working method for presenting the IKEA range that lead the store team to a relevant, sustainable and inspiring range presentation, an optimal store layout and effective and efficient store communication Responsible for identifying, recruiting and developing talent to secure a diverse, competent, high performing team and future succession. Supports your team leader in doing the same with their co-workers. Ensure that the team works in compliance with the IKEA code of Conduct and the IKEA Employment Standards Contribute to an environment where the IKEA culture is a strong and living reality that embraces the diversity of co-workers and customers. Secure a consistent, seamless positive customer experience through all channels by ensuring that your department is always striving to fulfil the three IKEA customer motivators: "Is it worth", "Can I trust IKEA", "Is there something for me Ensure you have the right number of co-workers in the right place at the right time to run the store successfully and ensure co-workers are ready and available to serve customers and help them to buy. Ensure your team members understand the multichannel retail environment they are working in and know how to use this in the best and most commercial way for different customers. Analyze the qualitative performance of your store using IKEA research tools to improve the IKEA mechanical sales system and easy buying process through all channels. Follow up your financial goals, KPIs and costs, and act on deviations. Motivate and develop team members by agreeing clear goals, expectations and conducting follow-ups. Secure a competent and high-performing team and team leader who inspire and empower every coworker to recognize and understand their contribution. Identify and develop the many talents within the store to secure succession planning. Understand the IKEA social and environmental commitments and know how you can contribute to sustainability Who you are: Knowledge of business and management principles involving strategic planning, resource allocation and leadership technique. Proven track record of leading and developing co-workers and leaders in a fast-paced retail environment Experience of leading and developing people with good results Strong desire to deliver excellent customer service. Knowledge of physical inventory methods and schedules, merchandise recovery standards. Analytical and numerical skills. Strong understanding of what excellent customer service looks like. Experience of setting and implementing action plans, budgets and following up goals. Ability to think, lead and act strategically. Understand profit and loss and how it affects the results through departmental actions. Experience gained in a shopkeeper and CAM role in the IKEA store with proven results. Together as a team Our mission is to enable extraordinary growth by empowering co-workers and leaders to secure a simple, unique, enjoyable, convenient, successful, and seamless shopping experience based on efficient effective processes and operations in the store. The main responsibilities are ensuring satisfied customers by using all media and sales channels available to attract and encourage more customers and visitors to come more often and buy more, optimizing sales and sales priorities using commercial activities and securing the right forecasts for the total IKEA offer. Develop and execute sales steering and selling the IKEA way to increased sales, sustained long-term profitability and customer happiness. This opportunity is only for Internal Candidates. Let s create the future of home furnishing together! WE ARE AN EQUAL OPPORTUNITY EMPLOYER At IKEA we value diverse backgrounds, perspectives, and skills. We are committed to providing coworkers with a work environment free of discrimination and harassment. We encourage individualism and invite you to come join our team and be yourself with us! We are an Equal Employment Opportunity employer and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristic protected by law. All employment decisions are based on qualifications, merit and business need.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approachrdquor; and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition, and products, suggest innovations ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any. Requirements: 8years of experience in HNI Sales /Wealth Management/ Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage. Education / Preferred Qualification Graduate / Postgraduate with MBA in relevant field Core Competencies Effective probing and listening skills Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-oriented, analytical and ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. DBS India - Culture Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers reduce complaints. Build pride and passion to protect, maintain and enhance DBS image and reputation. Enhance knowledge base, build skill sets develop competencies. Execute at speed while maintaining error free operations. -en -en -en -en

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approachrdquor; and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition, and products, suggest innovations ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any. Requirements: 8years of experience in HNI Sales /Wealth Management/ Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage. Education / Preferred Qualification Graduate / Postgraduate with MBA in relevant field Core Competencies Effective probing and listening skills Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-oriented, analytical and ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. DBS India - Culture Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers reduce complaints. Build pride and passion to protect, maintain and enhance DBS image and reputation. Enhance knowledge base, build skill sets develop competencies. Execute at speed while maintaining error free operations.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approachrdquor; and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition, and products, suggest innovations ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any. Requirements: 8years of experience in HNI Sales /Wealth Management/ Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage. Education / Preferred Qualification Graduate / Postgraduate with MBA in relevant field Core Competencies Effective probing and listening skills Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-oriented, analytical and ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. DBS India - Culture Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers reduce complaints. Build pride and passion to protect, maintain and enhance DBS image and reputation. Enhance knowledge base, build skill sets develop competencies. Execute at speed while maintaining error free operations.

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction. Principal Responsibilities Team Oversight Supervision Review client meeting notes or investment proposals submitted by ICs (sample basis) Approve or validate large/complex investment recommendations or bespoke portfolio strategies Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts) Client Engagement Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning Market Monitoring Tactical Alignment Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds) Ensure team is aligned on talking points and investment narratives for client conversations Internal Coordination Daily sync with Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asks Product Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needs Compliance Risk if required for specific approvals or clarifications. Governance Documentation Review daily dashboards / surveillance alerts (if available) for IC activities Ensure all counselling notes and risk profiling updates are documented as per policy Respond to urgent internal audit or regulatory queries related to investment advisory Pipeline Performance Reviews Regular Review on: Client engagement activity by ICs (calls/meetings/notes) Conversion funnel (meeting conducted implemented) Top clients with high opportunity or low engagement Track AUM movement, product mix, and investment penetration Campaign Initiative Planning Plan IC support for Investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration) RM/IC joint engagement drives (e.g., Top 100 clients, NRI week, etc.). Regional events or virtual webinars with clients Requirements At least 10 years of relevant experience in a Bank of Asset Management Companies MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred Strong analytical and problem-solving skills Proven ability in productivity enhancement Demonstrate behaviours consistent with HSBC Values Expertise in bank s systems and processes Skills in sales, financial planning and communication Knowledge of bank and operating platforms Industry and sector knowledge Knowledge of sales and service techniques and models Excellent interpersonal skills Coaching techniques on a team or one to one basis Planning and organising skills Useful Link Link to Careers Site: Click HERE You ll achieve more at HSBC.