4 Third-Party Products Jobs

Job Specifications Profile: Sales Manager Designation: Sales Manager Location: Indore Reporting to: Branch Manager / Cluster Head Primary Job Responsibilities Key Responsibilities: Develop and execute equity sales strategies to achieve and exceed business targets. Build and manage own team along with P&L responsibilities. Establish and nurture strong relationships with institutional clients, HNIs, and retail investors. Promote and sell equity and related financial products, including stocks, ETFs, derivatives, and third-party investment products. Stay updated on market movements, economic indicators, and equity research to provide timely insights and recommendations. Acquire new clients while retaining and growing business from the existing client base. Collaborate with research teams to provide customized investment solutions. Lead, mentor, and motivate a team of equity sales professionals to drive performance. Ensure compliance with regulatory requirements and company policies in all business dealings. Track market conditions and competitor activities to fine-tune sales strategies. Prepare and present periodic performance reports and forecasts to senior management. Academic Requirements Bachelors degree in Finance, Commerce, or Economics. Experience 25 years of experience in equity markets, wealth management, or a similar domain. Prior team-handling experience (team size: 17 members) is mandatory. Key Competencies & Skills Required Key Competencies: Customer-focused with a consultative sales approach. Strong problem-solving, negotiation, and decision-making skills. High attention to detail with ability to work under pressure. Proactive in identifying client needs and market opportunities. Skills: In-depth knowledge of equity markets, third-party products, and investment strategies. Excellent communication and interpersonal skills for client engagement. Ability to analyse market trends and deliver actionable investment insights. Proficiency in using trading platforms and CRM tools. Show more Show less

This is regarding job opening with Leading Bank Location - Bangalore Job Title: Area Head / Cluster Head Banking Key Responsibilities: Drive business objectives for the area by achieving value, volume, and channel productivity metrics. Generate revenue through sales of CASA, Assets, TFX, and Third-Party Products (Insurance, General Insurance, etc.) via branch channels. Lead and mentor Branch Managers, Operations Teams, and Sales Teams. Enhance deposit pool and deepen wallet share from customers. Ensure regulatory compliance and adherence to KYC, audit, and quality standards. Plan manpower effectively and improve Relationship Manager (RM) & Relationship Officer (RO) productivity. Drive service quality parameters across the area. Maintain productivity, motivation, and morale of branch personnel. Establish high standards of customer service delivery. Interetsed candidate can share CV on [HIDDEN TEXT] Show more Show less

Role Overview: The Sales Unit Manager is responsible for acquiring new customers for liability accounts and third-party products, leading and motivating the sales team, and implementing effective sales strategies. The role includes team training, performance monitoring, risk control, and business development to meet acquisition and cross-sell targets. Key Responsibilities: Customer Acquisition & Cross-Selling Acquire new customers for liability accounts and third-party products Cross-sell the bank's full suite of products along with the core offering Strategize on targeted prospecting and client segmentation for maximum reach Team Management & Motivation Lead, manage, and motivate the sales team to achieve individual and team goals Monitor team performance and guide them toward quality acquisition Implement a structured sales monitoring mechanism to track productivity Training & Development Provide regular product and sales training to team members Evaluate available training programs and recommend those suited to specific team needs Identify developmental needs based on sourcing quality and performance Recruitment & Expansion Recruit and onboard new staff for the sales unit as required Continuously develop and upgrade innovative sales channels and techniques Risk & Quality Control Drive quality-focused sales processes with well-controlled risks Monitor and improve the quality of sourcing to align with bank standards Market Intelligence & Strategy Track and counter competitor sales activities with effective strategies Derive insights to support the evolution of business standards in acquisition and cross-sell

Role Overview: The Sales Unit Manager is responsible for acquiring new customers for liability accounts and third-party products, leading and motivating the sales team, and implementing effective sales strategies. The role includes team training, performance monitoring, risk control, and business development to meet acquisition and cross-sell targets. Key Responsibilities: Customer Acquisition & Cross-Selling Acquire new customers for liability accounts and third-party products Cross-sell the bank's full suite of products along with the core offering Strategize on targeted prospecting and client segmentation for maximum reach Team Management & Motivation Lead, manage, and motivate the sales team to achieve individual and team goals Monitor team performance and guide them toward quality acquisition Implement a structured sales monitoring mechanism to track productivity Training & Development Provide regular product and sales training to team members Evaluate available training programs and recommend those suited to specific team needs Identify developmental needs based on sourcing quality and performance Recruitment & Expansion Recruit and onboard new staff for the sales unit as required Continuously develop and upgrade innovative sales channels and techniques Risk & Quality Control Drive quality-focused sales processes with well-controlled risks Monitor and improve the quality of sourcing to align with bank standards Market Intelligence & Strategy Track and counter competitor sales activities with effective strategies Derive insights to support the evolution of business standards in acquisition and cross-sell