Regional Business Head - BFSI

Regional Business Head - RBH (B2B)

RBM - Group Business Mega Accounts for Delhi NCR / Mumbai Market

Job Purpose:

To drive sales through by procuring retirement funds business from Large Private & MNC accounts from Delhi NCR Region and for all entities outside Delhi NCR (where the decision-making process is from Delhi NCR). This role will also involve managing all existing accounts of the Mega vertical in Delhi NCR. The role involves business development opportunities for group fund business, and provide cross sell opportunities for worksite marketing, and leads for other products.

The job will involve

Key Result Areas:

Ensure achievement of planned business targets for sales

1. Plan and work with the team to procure retirement funds business to boost the top-line

2. Ensure identification & mapping of right opportunities and working on them to build a case for investment

3. A lead generator for other products (Group or retail)

Ensure implementation of sales strategies and sales management :

1. Track to maintain healthy business records, client information to build a long drawn sustainable client and prospect information base to be useful for sustainable cross-sell opportunities

2. To ensure the RBM identifies and builds relationships with key influencers & decision makers, influencers etc

3. Ensure adherence to sales management processes for business procurement in identifying priorities to achieve set goals

4. Manage sales stage development plan for every customer by ensuring every minute details being adhered to. This helps in sales stage progression right from pipeline, relating, discovery, advocating, supporting to closure with consultation and regular reviews with ZSM- Mega

5. Timely identification of any issues that may need to be addressed to ensure the winning mandate from a customer

- Undertake relevant initiatives around business development and pipeline building

- Ensure the RBM keeps track of competition movements, wins/losses to ensure higher market share.

- Relationship building with key current and prospective clients

1. Prioritization of prospects to complete most part of the sales cycle with minimal handholding.

2. Build capabilities to build relationships through common interests, market knowledge, likes and dislikes with regards to key decision makers and influencers in a prospect

3. Manage multiple relationships in a single account as any account involves interactions at 5-7 different people, 2-3 influencers and 1-2 decision makers

4. To manage the account in consultation with the ZSM - Mega, Group Business Head and the investment team to provide a host of services like investment advisory, trust advisory, taxation & legal matters so that the customers get a one stop solution