Manage third-party financial products including insurance, mutual funds, e-broking, and demat services. Responsibilities include product development, partner management, channel enablement, training, sales support, benchmarking, performance reporting, commission reconciliation, revenue tracking, KPI management, business planning, and launching new product opportunities and partnership models.
To manage Third Party Products (TPP) including Insurance, Mutual Funds, E-Broking and other investment products through product development, partner management, channel enablement and business growth initiatives.
Responsibilities- Manage product offerings across Life Insurance, General Insurance, Mutual Funds, E-Broking, Demat and other third-party products.
- Build channel enablement frameworks through training initiatives, process improvements, sales support mechanisms and sales cycle management.
- Conduct benchmarking exercises to identify industry best practices and recommend enhancements to product propositions and customer experience.
- Prepare and analyze MIS, dashboards and business performance reports and identify focus areas for corrective action.
- Develop strategies and business plans to achieve product targets, revenue goals and portfolio growth objectives.
- Manage commission calculation, reconciliation and revenue tracking activities.
- Monitor and drive key performance indicators such as business volumes, persistency, customer acquisition and revenue generation.
- Evaluate and launch new product opportunities, business lines, and partnership models, including Mutual Funds, E-Broking, Demat and other investment products.
Experience: 12 to 20 years
Qualifications: MBA
Certification: Preferablly AMFI & IRDAI certified
CSB Bank Mumbai, Maharashtra, IND Office
CSB Bank Limited Mumbai Office, Siroya Center, 1st, 2nd and 3rd Floor, Sahar Airport Road, Andheri East, Mumbai, Maharashtra, India, 400099
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