- Retail Sales Execution
- Distributor Empanelment & Engagement
- Reporting and compliance
- Drives ongoing sales from the defined relationships and contribute towards regions achievements
- Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
- Profiles distributors and caters to their requirements to ensure ongoing business from them
- Ensures targeted number of folios are added and achieves targeted amount of new SIPs
- Conducts regular meetings and contact with the distributors
- Undertakes empanelment and activation of distributors
- Disseminates updates and other product related information in timely manner
- Organizes and executes trainings and engagements for partners
- Ensures 100% compliance with internal reporting & audit systems
- Provides weekly reports, to Regional Heads and Channel Heads
- Updates sales portal with requisite information to facilitate information collation and analysis
- Undertakes installation of advertising and publicity materials for brand visibility

Preferred candidate profile

- Candidate must have experience into Mutual Funds.
- Preferably from AMC
- Positive communication skills

📌 Aditya Birla AMC- Branch Manager (Coimbatore)
🏢 Sun Life
📍 Coimbatore