Accountability & Supporting Actions

Business Management and achieving the set target

- Drive the business by targeting the corporate clients assigned (mid corporates)
- Acquisition of recent corporate clients
- Build a strong connect with target audience for maximizing the mind share and market share.
- Synergize with all relevant verticals for achieving the desired objective.
- Work on customized solution by offering Combo products.
- New Client Acquisition

Build strong Client Relationship
- Maintain excellent relationship with existing clients and expansion of key clients
- Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
- Develop and maintain key new client base.

Compliance on all regulatory rules
- Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
- Ensure all SEBI/AMFI rules and regulations are strictly complied.

Maintaining MIS & Reporting
- Update client ownership report every month regularly to state/centre head.
- Maintain New client MIS and report to State/centre head

Ensure corporate client database is updated regularly by sales support.

📌 Relationship Manager - Institutional Sales (Bengaluru)
🏢 Sun Life
📍 Bengaluru