1109 Penetration Jobs - Page 10

About SatSure SatSure is a deep tech, decision Intelligence company that works primarily at the nexus of agriculture, infrastructure, and climate action creating an impact for the other millions, focusing on the developing world. We want to make insights from earth observation data accessible to all. Join us to be at the forefront of building a deep tech company in India that solves problems worldwide. Role and responsibilities: 1.Business Strategy, Sales Intelligence, Enablement, Acceleration You will be responsible for the entire sales process to ensure delivery against key performance metrics, emphasizing new business sales while expanding existing accounts. You will be in charge of upselling the solution and driving new product penetration in emerging markets. You will be responsible for creating and maintaining a sales pipeline to ensure over-achievement within the designated market sector(s). 2.Business Relationship Engage with prospect organizations to position SatSure solutions through strategic value-based selling, business case definition, ROI analysis, references, and analyst data. 3.People Leadership You will be building strategic relationships with key decision-makers in the accounts- Middle and Senior management, including CXOs Coordinate with the cross-functional teams internally (CSM, Pre Sales, Product & Delivery) to ensure business target achievements and meet customer expectations on service delivery 4.Account Management You will be driving revenue enhancement in the accounts through effective account management, along with retention of the existing revenue Ensure the account business target achievement on Order booking, Revenues, Collections, New Account identification, and Churn control Qualifications Graduate, Post-graduate degree in Engineering/Business. (MBA is an added advantage). 5 to 10 years of B2B Sales & Account management experience in the SaaS Technology domain. Must Have skills: Key Account Planning & Management Customer Service Orientation Commercial awareness Proven consultative sales solution skills, including articulating a clear, concise return on investment value statement. Understanding of Agri Banking, Fintech & Lending domain will be a plus. Competencies Executive Presence - ability to handle CXO discussions Ability to devise creative ideas to attract the target customer s attention Distinctive problem-solving, strategic, and analytical capabilities Strong time management skills Ability to maintain a high level of productivity, manage multiple competing priorities, and work effectively under time constraints in a fast-paced, complex, collaborative, and team-oriented environment. Benefits: Medical Health Cover for you and your family including unlimited online doctor consultations Access to mental health experts for you and your family Dedicated allowances for learning and skill development Comprehensive leave policy with casual leaves, paid leaves, marriage leaves, bereavement leaves Twice a year appraisal Interview Process: Intro call Interview rounds (ideally up to 3-4 rounds) Culture Round / HR round

Gaming: Welcome to the world of land-based gaming. At Light & Wonder, it s all about the games, and our Gaming team builds cutting-edge technology, products, and content for the most iconic casinos and operators across the globe. Position Summary Plans, designs, develops and tests software systems or applications for software enhancements and new products including cloud-based or internet-related tools. Use this position if company does not breakout software development positions such as Software Engineer (Applications) or Software Engineer (Systems) and/or is involved in full stack development. Software development engineers using common development methodologies including Waterfall and Agile should be matched to our software development engineering roles. Employees focused on ensuring products (including websites) and hosted networks are designed and developed to be cyber-safe and compliant are typically matched to one of our software development engineering roles. For cloud databases, may be matched to Data Management - Storage Engineer (TE.DMSE) or for hosted networks, to Network Engineering (TE.INNE) or Network Systems Administration (TE.INNS). Employees focused on administering and hardening internal processes and systems against outside penetration and attack, match to Information Security (TE.ICIO). Light & Wonder creates technology-based products and content for land-based casino gaming, social and digital organizations worldwide. We are the global leader in cross-platform games and entertainment. Through our amazing game content, technology platforms and Systems applications, we delight our players with what they want, wherever and whenever - be it online, mobile, or at their favorite land-based casino. We are excited to go all in on creating great games and a seamless player experience across all platforms. At Light & Wonder, all our team members are known as Creators. We empower our creators to innovate, create, and bring fun to the workspace. The core principles that unite our team, guide our actions, and drive our growth . Dare to be bold - We always bring courage to work to reach for the unbelievable Celebrate perspectives - We combine diverse talent to look at the familiar in unfamiliar ways Never settle - We relentlessly push forward to create the extraordinary in every detail Uphold integrity - We promote accountability and respect to raise the bar for ourselves and the industry Win as a team - We bring out the best in each other to share collective success We have 5000 creators working across in various regions globally. In India, we are a team of 1400 plus creators sharing the passion to excite our players and customers by creating the worlds best game experiences. We strive to walk the walk and show that we are inspiring wonder and building magical worlds with endless possibilities. Light & Wonder is committed to offer very competitive benefits that are aligned with our values and inspires employees to drive innovation and contribute to the organization s performance. Employees are the most valued resources, and we always look to improve their well-being with a wide range of benefits befitting every individual. Not limited to monetary benefits, we have robust learning and development opportunities that help them to grow professionally. Job Summary : We are seeking a Software Engineer for the development of software applications (slot games) using C# Unity. The ideal candidate should have knowledge & experience of C# programming language, logical thinking, problem solving and communication skills Key Responsibilities : Development, testing, and deployment of software applications using C# Unity. Collaborate with project managers, product owners, and other stakeholders to define project requirements, timelines, and deliverables. Identify and address technical issues and risks in a timely manner to ensure project timelines are met. Stay up to date with industry trends and technologies and evaluate their potential impact on the teams projects. Qualifications: Bachelors or masters degree in computer science, Software Engineering, or related field. 1-3 years of experience in software development, with a focus on C# Unity (Application Developer). Strong knowledge of C# programming language, and related development tools. Experience with agile methodologies, software development lifecycle, and project management tools. Excellent problem-solving, analytical, and communication skills. Ability to work in a fast-paced environment and manage multiple projects simultaneously Qualifications

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

Some careers open more doors than others. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance. About the Team 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. Principle Responsibilities: To have strong proven record in corporate acquisition for Employee Salary Accounts . Preference for individuals in acquisition roles To present a competitive Employee Salary Account Proposition to KDMs of corporates which will help the Bank get an entry to help identify and onboard quality corporates. Candidate to be able to network & build strong rapport with Key Influencers in all corporates empaneled as well as targeted for empanelment To collaborate with Corporate Banking and Global Banking RMs and leverage the internal opportunity available in the bank To grow the market share of existing empaneled corporates by engaging with key influencer of the corporates. To implement marketing events and promotions to generate business in their catchments, in conjunction with support departments such as Marketing, Proposition To ensure the quality of corporates acquired as per the required guidelines Maintain and ensure due observance of HSBC Internal Control Standards, including the timely implementation of recommendations made by internal/external auditors and external regulators. Ensure awareness of compliance requirements and implementation of Group Compliance Policy. Ensure delivery of a consistently excellent customer experience. This job report to Area Head Mumbai, or to Regional Head West and East India. Requirements Skills and Abilities: Highly effective communicator with excellent interpersonal skill Strong leadership and influencing skill Excellent relationship building and senior stakeholder management skills Strong planning, analytical, decision-making, lateral thinking and project management skills. Able to navigate conflicting strategic priorities and decisions A result-oriented professional Understanding of risk management/ Credit Commercial awareness, including economic, cultural, procedural and regulatory issues. Desired: BDM in this role will have natural flair to meet people, participate in events for startup / or for KDMs of important corporates. Must be able to fix appointments through social media with Startup founders, Incubators, influencers for enhancement of engagement and relationship onboarding Understanding the need of the customer and proving feedback to internal Product and Marketing teams for change / modification of the proposition and alignment to market needs Ability to create new engagement models with existing and new customers for deeper penetration of Products and Services Ability to navigate the system to get the accounts onboarded seamlessly and activated on time Education Qualifications / Certifications and Requirements : Graduate A min of 2-3 years experience in corporate acquisition and Business Development. 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

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 ~500 branches in 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 clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings 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 Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. 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 sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M 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. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).

JOB DESCRIPTION Job Title Associate sales manager Band 5A 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 Associate sales manager Band 5A 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 Summary: Drives the design chain value proposition by generating the greatest number of design wins in technologies and registrations for customers engaged in product design resulting in growing business. Interface with the engineering departments of customers and suppliers. Performs a variety of product, technical and engineering functions including but not limited to: pre/post sales support, research, design and development. Principal Responsibilities: Proactively develops and implements the technical sales account penetration strategy in each market presenting new products and technologies to current and potential customers; develop knowledge to uncover, understand, compare, and contrast the solutions (pre-component selection). Provide valuable participation in supplier/customer design review. Good understanding of customer needs relative to product(s), technology, direction, competition, design process and design cycle. Identify and develop relationships with all key technical decision makers and influencers in each account. Discover design requirements from the system level down to each individual element collaborating with the design, production and/or engineering departments to develop/execute technical strategies that help solve customer design challenges. Market supported lines to sales team by driving adoption of advocated solutions, with supplier partners, that meet customer needs and lead to increased design activity, design wins and sales growth. Proactively provides general application and product level sales training, proactively align with sales team in securing business. Communicate account calls with suppliers, account managers and/or inside sales. Identifies and tracks largest design opportunities from concept to production, utilizing all supplier resources to assure greatest potential for success. Creates presentations and other sales tools to enhance technical value and become a "trusted advisor" to both internal and external customers. Manages the product from beginning to end which involves communication and in-depth consultation with customers, sales and vendors. Research major industry players to be able to communicate to internal and external customers industry trends and directions. A thorough understanding of product lifecycles and the ability to design a full solution based on the customers expectation of product performance, lifecycles and total costs. Attend internal and external technical training to complete and maintain certification as necessary. Other duties as assigned. Job Level Specifications: Solid understanding of business, financials, products/services, the market, and the needs of assigned accounts. Understands emerging market trends and interdependencies impacting customers; leverages understanding to expand relationships with own customers. May be recognized as an expert in one area. Complexity is high (territory/account, products/services, sales or account management process). Requires developed sales expertise across a defined portfolio of products./services/accounts; applies expertise in a complex sales environment. Works independently or may lead teams to identify, pursue or manage accounts/opportunities with large size/strategic importance/risk of loss. Acts as a resource for colleagues with less experience; may serve as team lead and help develop colleagues and customers understanding. Has autonomy to set and negotiate product/service terms; plans own territory or account approach. Collaborates with team and leadership. Has direct contact with clients and decision makers; participates in team sales for major accounts. Leads the negotiations on medium-sized, complex accounts; plans own territory or account approach. Works within broad guidelines and policies to develop business with new and existing customers Work Experience: Minimum experience required is typically 5+ years with bachelors or equivalent. Its possible for a career salesperson to plateau for many years at this level. Education and Certification(s): Bachelors degree or equivalent experience from which comparable knowledge and job skills can be obtained. Distinguishing Characteristics: Techno-Commercial Skills Aerospace & Defense Industry experience The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills.

Job Requirements Job Purpose: Zonal Sales Lead - will be responsible for developing the business strategy and planning the regions business operations. The incumbent will create and manage channel (dealer) partner networks, drive the retail sales, demand generation, sales & service network coverage, customer satisfaction through dealership excellence process & work closely with dealerships for developing the market for RE, and identifying opportunities for growth in the rapidly evolving EV market. Position Overview: Location: Chennai Position Title: Zonal Sales Lead Reports to : Group Manager - EV Business Development Lead Function: EV Commercial What youll do: Develop and execute strategic expansion plans to improve the reach, visibility, and profitability of Flying Flea in the region Drive the achievement of overall revenues, volumes, and profitability targets defined for the region while focusing on growth across product lines and categories (motorcycles & non-motorcycles) Build and manage the dealership network with a focus on quality of partners and delivering exceptional customer experience; expand the availability and visibility of the full range of products to increase brand penetration and reach. Establish partnerships with EV charging organizations and service providers Expand sales opportunities in corporate, institutional, government, and fleet markets. Work closely with the marketing team to develop targeted marketing programs to expand the brand reach, increase the funnel size, increase conversion, and maximize the Return on Marketing Investments Engage with EV ecosystem stakeholders to develop innovative sales strategies. Design diverse ownership options for EV users to drive sales growth. Enhance the customer experience across dealerships by following the structure, process, and infrastructure standards defined by Flying Flea Engage with Sales and Dealer development teams to ensure each dealer is delivering the Flying Flea customer experience Expertise in dealer and retail finance, as well as technical aspects of EVs Provide support to the dealers in identifying potential areas of improvement in Motorcycle sales, General Merchandise, Parts & Service, Apparel & Genuine Motorcycle accessories, and Financial Services Review metrics to analyze the efficiency and effectiveness of marketing plans in the region Drive employee engagement by leading people development via succession planning, training and development, regular feedback/ follow-up, and reward programs, etc. What youll bring: Experience: 15+ years of experience in sales leadership and management, preferably in the automotive or EV industry. Strong understanding of sales processes, strategies, and tactics. Excellent communication, interpersonal, and leadership skills. Ability to build and maintain strong relationships with customers and partners. Strong analytical and problem-solving skills. Knowledge of the EV market and industry trends. Experience in managing a team of sales professionals. Ability to work independently and as part of a team. Proficiency in using CRM systems and other sales tools. Qualification: Bachelors degree in Business, Sales, Marketing, or related field. Masters degree in Business Administration, Marketing, or a related field. Ready to Join Us? Apply via our website today. Join our trailblazing team and be a part of our legacy! \u201CSo why wait? Join us and experience the freedom of embracing the road, riding with pure motorcycling passion.\u201D

Sells a subset of product or services directly or via partners to small-and-medium sized accounts. The role is a combination of a Field Sales Rep and Inside Sales Rep. IC3 Works to achieve maximum sales profitability, growth, and account penetration within an assigned territory. Territory may be combination of geographic, product, industry and other customer / market dimensions. Sells to the territory directly or via partners. The territory that this rep covers does not have an Inside Sales Rep or Field Rep. Utilizes inbound and/or outbound techniques to identify, qualify and close new opportunities. Manages accounts throughout the entire sales process, and collaborates with team members in business development, consulting and support to uncover all customer needs. Responsible for understanding Oracles product offerings and competitive issues to develop solution proposals encompassing all aspects of the application. Travels to customer sites to identify / develop sales opportunities. Participates in the development, presentation, and sales of a value proposition. Onsite customer presentation with C-levels to negotiate and close strategic and complex deals. Liaises with customer contacts for the purpose of managing the customer relationship, identifying new opportunities and maximizing sales.

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 2 to 5 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Job Summary: Drives the design chain value proposition by generating the greatest number of design wins in technologies and registrations for customers engaged in product design resulting in growing business. Interface with the engineering departments of customers and suppliers. Performs a variety of product, technical and engineering functions including but not limited to: pre/post sales support, research, design and development. Principal Responsibilities: Proactively develops and implements the technical sales account penetration strategy in each market presenting new products and technologies to current and potential customers; develop knowledge to uncover, understand, compare, and contrast the solutions (pre-component selection). Provide valuable participation in supplier/customer design review. Good understanding of customer needs relative to product(s), technology, direction, competition, design process and design cycle. Identify and develop relationships with all key technical decision makers and influencers in each account. Discover design requirements from the system level down to each individual element collaborating with the design, production and/or engineering departments to develop/execute technical strategies that help solve customer design challenges. Market supported lines to sales team by driving adoption of advocated solutions, with supplier partners, that meet customer needs and lead to increased design activity, design wins and sales growth. Proactively provides general application and product level sales training, proactively align with sales team in securing business. Communicate account calls with suppliers, account managers and/or inside sales. Identifies and tracks largest design opportunities from concept to production, utilizing all supplier resources to assure greatest potential for success. Creates presentations and other sales tools to enhance technical value and become a "trusted advisor" to both internal and external customers. Manages the product from beginning to end which involves communication and in-depth consultation with customers, sales and vendors. Research major industry players to be able to communicate to internal and external customers industry trends and directions. A thorough understanding of product lifecycles and the ability to design a full solution based on the customers expectation of product performance, lifecycles and total costs. Attend internal and external technical training to complete and maintain certification as necessary. Other duties as assigned. Job Level Specifications: Solid understanding of business, financials, products/services, the market, and the needs of assigned accounts. Understands emerging market trends and interdependencies impacting customers; leverages understanding to expand relationships with own customers. May be recognized as an expert in one area. Complexity is high (territory/account, products/services, sales or account management process). Requires developed sales expertise across a defined portfolio of products./services/accounts; applies expertise in a complex sales environment. Works independently or may lead teams to identify, pursue or manage accounts/opportunities with large size/strategic importance/risk of loss. Acts as a resource for colleagues with less experience; may serve as team lead and help develop colleagues and customers understanding. Has autonomy to set and negotiate product/service terms; plans own territory or account approach. Collaborates with team and leadership. Has direct contact with clients and decision makers; participates in team sales for major accounts. Leads the negotiations on medium-sized, complex accounts; plans own territory or account approach. Works within broad guidelines and policies to develop business with new and existing customers Work Experience: Minimum experience required is typically 5+ years with bachelors or equivalent. Its possible for a career salesperson to plateau for many years at this level. Education and Certification(s): Bachelors degree or equivalent experience from which comparable knowledge and job skills can be obtained. Distinguishing Characteristics: Techno-Commercial Skills Aerospace & Defense Industry experience

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. 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 Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head 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 New Acquisition Banking Partners 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 Relationship Management 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

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. 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 Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head 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 New Acquisition Banking Partners 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 Relationship Management 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

800x600 Normal 0 false false false EN-GB X-NONE X-NONE MicrosoftInternetExplorer4 Job Title Regional/Area Sales Manager - Bancassurance Function TPD- Sales Department Bancassurance Reporting To (Title) Relationship Head Superior s Superior (Title) Head Banca & Health Business Unit Birla Sun Life Insurance Company Ltd Location Zone Business Life Insurance Date March 2013 1) Job Purpose Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on Dimension Remarks 1. Manpower (Nos. ) 4-5 depending on the relationship Indirect could range from 28- 35 2. AP (Yearly in Cr) Rs. 10-15 cr 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone Key Challenges for the role High dependency on third party/relationships who may have their own priorities so alignment is the key. Balancing between the process requirement and expectations of the Channel partners 4) Principal Accountabilities Accountability Supporting Actions Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company 1. Continuous interaction with the channel partners 2. Mapping all the key decision makers 3. Aggressively downloading all the RnR activities running by the organisation. Ensure smooth function of the sales and other processes in order to maximise business potential. 1. Communicating any process change or change in any rules and regulations by the help of different training module. 2. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling Maintain the expense gap in order to reduce the cost 1. Understanding the need of the expense 2. Taking commitment from the channel before any spending or allocation of the budget 3. Maintain a SM wise expanse tracker Ensure relevant people in the right place right time in order to maximise the productivity 1. Understanding the strength of the resource and depending on that allocating job responsibility 2. Evaluating the opportunity of each business unit and allocating targets as per that 3. Recruit, develop and train team members to maximize productivity Ensure the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis 2. Interacting with the customers through welcome calls Ensure Persistency targets as per the company norms so that renewals take place on time 1. Communicate with customers and 2. Resolve queries as and when required to ensure that renewal takes place on time Building new business opportunities within the allocated area/relationships in order to maximise the 1. Identify innovative methods working with the relationship to enhance penetration of the database 5) Job Purpose of Direct Reports Sales Manager / Senior Sales Manager: To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. 6) Relationships (If Applicable) Internal Frequency Nature TPD Support Team Training Manager HR Dept Customer Service Team Client Service Team Daily Weekly twice Monthly Daily Daily Process, login and issuance related Training related Recruitment and other issue Follow up regarding service issue Follow up regarding issuance External Frequency Nature Bancassurance partner Client prospect Daily Daily All issue Business and service 7) Organizational Relationships (Separate Annexure to be Attached) Head HR & Admin Chief Mgr - HR Perf, Comp & Ben. SIGN-OFF Signature Name Date Job Analyst Signature Name

800x600 Normal 0 false false false EN-GB X-NONE X-NONE MicrosoftInternetExplorer4 Job Title Regional/Area Sales Manager - Bancassurance Function TPD- Sales Department Bancassurance Reporting To (Title) Relationship Head Superior s Superior (Title) Head Banca & Health Business Unit Birla Sun Life Insurance Company Ltd Location Zone Business Life Insurance Date March 2013 1) Job Purpose Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on Dimension Remarks 1. Manpower (Nos. ) 4-5 depending on the relationship Indirect could range from 28- 35 2. AP (Yearly in Cr) Rs. 10-15 cr 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone Key Challenges for the role High dependency on third party/relationships who may have their own priorities so alignment is the key. Balancing between the process requirement and expectations of the Channel partners 4) Principal Accountabilities Accountability Supporting Actions Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company 1. Continuous interaction with the channel partners 2. Mapping all the key decision makers 3. Aggressively downloading all the RnR activities running by the organisation. Ensure smooth function of the sales and other processes in order to maximise business potential. 1. Communicating any process change or change in any rules and regulations by the help of different training module. 2. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling Maintain the expense gap in order to reduce the cost 1. Understanding the need of the expense 2. Taking commitment from the channel before any spending or allocation of the budget 3. Maintain a SM wise expanse tracker Ensure relevant people in the right place right time in order to maximise the productivity 1. Understanding the strength of the resource and depending on that allocating job responsibility 2. Evaluating the opportunity of each business unit and allocating targets as per that 3. Recruit, develop and train team members to maximize productivity Ensure the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis 2. Interacting with the customers through welcome calls Ensure Persistency targets as per the company norms so that renewals take place on time 1. Communicate with customers and 2. Resolve queries as and when required to ensure that renewal takes place on time Building new business opportunities within the allocated area/relationships in order to maximise the 1. Identify innovative methods working with the relationship to enhance penetration of the database 5) Job Purpose of Direct Reports Sales Manager / Senior Sales Manager: To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. 6) Relationships (If Applicable) Internal Frequency Nature TPD Support Team Training Manager HR Dept Customer Service Team Client Service Team Daily Weekly twice Monthly Daily Daily Process, login and issuance related Training related Recruitment and other issue Follow up regarding service issue Follow up regarding issuance External Frequency Nature Bancassurance partner Client prospect Daily Daily All issue Business and service 7) Organizational Relationships (Separate Annexure to be Attached) Head HR & Admin Chief Mgr - HR Perf, Comp & Ben. SIGN-OFF Signature Name Date Job Analyst Signature Name

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Zone sales planning and execution Scan the market across the public sector banks to understand segment growth potential of each banks and its branches, loan book size, analyze historical performance Analyze the customer segmentation in terms of demographics, geography, characteristics etc. to assess the potential for business Plan for activation of branches through R&R activities and monitoring RM visits as well as increasing penetration in active branches to realize full potential of the bank partner in the given geography Liaison with the underwriters and senior management to ensure profitable proposals are pushed Allocation of monthly performance budgets to team members & team leaders Ensuring correct mappings for the team members & team leaders of entire zone. Conduct feedback sessions to identify issues on ground & timely resolutions. Zone review Conduct fortnightly review of team on targets to identify areas of deviations from set objectives, measure performance and give feedback Review other business metrics such as loan book penetration, branch conversion, portfolio mix and activation to identify issues and take corrective actions Conduct a meeting with State heads to understand the market dynamics, ground level feedback and issues faced every month Partner Management Maintain relationship and liaise with the Bank authorities namely GM, DGM, marketing heads, Zonal heads, DGM- typically any decision makers in the geography for the banks. Attend partner s branch review meetings to maintain relationship, understand their needs and expectations and resolve any issues e.g. Claims and refunds Showcase business opportunities to the Bank authority that can be mutually beneficial Identify cross-sell opportunities to partners to generate more revenue through bundling/stapling other insurance products Bucketing, identification of bank branches into hipots and inactive branches and be directly involved to enhance productivity Drive Topline by showing partners on opportunities leveraged and not leveraged and push for potential performance Partner Bank Relationship Management Organize Structured Weekly, Fortnightly and monthly meeting with partner branches to resolve service related issues and address escalations. Support design and recommend specific products that can be introduced from time to time based on the outcome of the structured meeting or analyzing past trends in the segment or best practices of competition. Design, recommend and execute campaign/contest for the Partner Bank to drive sales in profitable segments. Liaise with finance team in ensuring that campaign budgets are approved and the payouts are processed timely.

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

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 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 certification. The location for this role is Pune , 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.