Job Responsibilities: Key Result Areas Supporting Actions Retail Sales - Both gross sales & net sales & SIP numbers 1. 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 new SIPs.
Distributor
Empanelment & Engagement 1. 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 1. 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 1. Ensuring that maximum existing investors of all IFAs are investing with us.
- To support IFAs in current initiatives to help them increase their client base. Reporting and compliance 1. Ensures 100% compliance with internal reporting & audit systems
- Updates sales portal with requisite information to facilitate information collation and analysis
📌 Relationship Manager-Retail Sales-Ambala
🏢 Aditya Birla Group
📍 Ambala
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