- Acquiring Customers through Direct/Channel Partners, identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.- Profit center management of CDR regions.- Developing product offering/Incentive Policies/Contests/KPI for Sales team.- Responsible for leading and delivering strategic engagement in the areas of Corporate Strategy,New Initiatives (including digital), Channel Strategy, Policy/Process… Show more - Acquiring Customers through Direct/Channel Partners, identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.- Profit center management of CDR regions.- Developing product offering/Incentive Policies/Contests/KPI for Sales team.- Responsible for leading and delivering strategic engagement in the areas of Corporate Strategy,New Initiatives (including digital), Channel Strategy, Policy/Process Improvement, Employee Efficiency Effectiveness. Show less

- Managing channel sales of more than 600 branches with HDFC Bank in North India for their non- managed and managed client group customers- Expanding and developing the Market in entire North India within Delhi – NCR, Punjab, Chandigarh (Union Territory) and J&K- Achieving acquisition targets &Strengthening P&L and increasing market share in the assigned territory- Maintaining right Persistency levels of renewals across all TPP product range.- Ensuring high… Show more - Managing channel sales of more than 600 branches with HDFC Bank in North India for their non- managed and managed client group customers- Expanding and developing the Market in entire North India within Delhi – NCR, Punjab, Chandigarh (Union Territory) and J&K- Achieving acquisition targets &Strengthening P&L and increasing market share in the assigned territory- Maintaining right Persistency levels of renewals across all TPP product range.- Ensuring high AQB balances and maintaining other quality parameters like depletion,cross-sell etc. on sourced CASA accounts.- Developing KPIs for sales team and creating various dashboards to track relevant business analytics.- Accomplishing 1st year rolling brokerage revenue generation through right activation of acquired customers.- Training & enhancing product awareness at each resource level of bank branches, phone banking & verticals within bank and subsidiaries.- Conducting job trainings for new joinees on product and sales processes. Show less