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IDFC FIRST Bank

Channel Manager & Business Planning

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  • Posted 2 days ago
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Job Description

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.

Secondary Responsibilities

  • 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.

What We Are Looking For

Education

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

Experience

  • 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.

Skills and Attributes

  • 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.

More Info

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Job ID: 142103511