Channel Co-ordinator - VRB

Job Purpose:

To assist the Channel Head in tracking performance, managing reporting activities, coordinating communication across regional teams, and providing end-to-end support for business monitoring and strategic reviews.

Key Responsibilities:

1. Channel Support & Performance Tracking

• Collate daily and end-of-day plans/reports from RHs; validate and publish them to the Channel Head.
• Weekly income collation and performance tracking vs. targets.
• Update and manage RM Master for income and RM-product mapping (HNW, Assets, Cards, TPP).
• Share consolidated RM information with relevant product teams.

2. Business Reporting to Senior Management

• Prepare and publish daily, weekly, and monthly activity reports.
• Highlight underperforming RMs and submit performance insights to Channel Head.
• Summarize business updates in structured formats for strategic reviews.

3. Report Monitoring & Data Management

• Monitor RH/UH level reports (Achievement vs. Target).
• Maintain NAV Tracker: track new account performance at branch, cluster, and circle levels.
• Update business dashboards and templates based on evolving reporting needs.

4. Executive Support to Channel Head

• Schedule and manage WebEx/Teams calls with RHs, UHs, Team Managers, and other stakeholders.
• Coordinate periodic review meetings (virtual or physical) with internal and external teams.
• Process internal approvals and arrange travel logistics as per guidelines.

Educational Qualifications:

• Graduation: B.Com
• Post-Graduation: MBA in Finance & Marketing (Preferred)

Key Skills Required:

• Strong planning and organizing skills
• Excellent communication and coordination skills
• Proficient in MS Excel and MS PowerPoint
• Experience in MIS reporting and business analytics
• Ability to manage multiple stakeholders and work under timelines