Channel Manager And Business Planning

Job Requirements

About the Role

The Channel Manager – Business Planning – Acquisition is responsible for driving the acquisition of CASA products and cross-sell initiatives across designated geographies. Based in Mumbai, the role involves planning, executing, and monitoring channel strategies, ensuring alignment with business goals. The Channel Manager acts as a key liaison between central teams and on-ground leadership, enabling effective execution, capability building, and continuous improvement in acquisition performance.

Key Responsibilities

Primary Responsibilities

• Deliver and monitor acquisition targets for CASA and cross-sell products across assigned geographies.
• Plan and design channel execution strategies, proactively monitor progress, and initiate corrective actions when needed.
• Provide sales enablers, define sales processes, and support activities that enhance channel performance.
• Ensure timely and quality delivery of products and services in line with defined standards and regulations.
• Drive central initiatives, campaigns, and cross-product opportunities in collaboration with stakeholders.
• Act as a business change manager by providing insights, supporting leadership with performance reviews, and recommending course corrections.
• Define KRAs/goalsheets for front-end teams, simplify execution processes, and ensure clarity of expectations.
• Create content and training resources in collaboration with stakeholders to build frontline capabilities.
• Plan and execute Rewards & Recognition programs aligned with business dynamics.
• Identify market opportunities and coordinate with product, process, and sales teams to introduce relevant enablers.
• Develop and promote special products or promotional offers tailored to specific markets or events.
  
  

• Collaborate with local and central leadership to drive business outcomes and stakeholder alignment.
• Recommend process improvements to enhance service efficiency and quality across the branch network.
• Monitor business growth and execution against defined plans and targets.
  
  

• Graduate/Postgraduate in any discipline. Specialization in Business Management, Marketing, or Banking is preferred.
  
  

• Proven experience in channel management, business planning, or sales strategy within the banking or financial services industry.
• Experience in managing cross-functional initiatives and working with diverse stakeholder groups.
• Exposure to CASA acquisition and cross-sell strategies is highly desirable.
  
  

• Strong planning, execution, and analytical skills.
• Fluent in English and excellent stakeholder management abilities.
• Ability to drive change, simplify processes, and build execution frameworks.
• Proficiency in designing training content and performance enablers.
• Strategic mindset with a focus on results and continuous improvement.
• High adaptability and collaboration skills to work across teams and functions.