Retail Sales – Both gross sales & net sales & SIP numbers
- Drives ongoing sales from the defined relationships and contribute towards regions achievements
- Obtains and analyses 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 number of recent SIPs.
Distributor Empanelment & Engagement
- Identify IFAs/Banking partners who have the requisite 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
To achieve the targeted number of new SIPs
- Focus on the unique offering in this segment to maximize sales.
- To communicate and educate the distributors about its advantages and potential as a tool for wealth creation.
To ensure that the targeted number of new investors (folios) is added
- Ensuring that maximum existing investors of all IFAs are investing with us.
- To support IFAs in new initiatives to help them increase their client base.
Reporting and compliance
- Ensures 100% compliance with internal reporting & audit systems
- Updates sales portal with requisite information to facilitate information collation and analysis
📌 Relationship Manager-Retail Sales-Ajmer (India)
🏢 Aditya Birla Capital
📍 India
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