- Drives sales of different products by regularly engaging with all the distributors for respective channels- Banking.
- Recommends channel specific strategy to Regional Head to contribute to the business plan and outcomes.
- Rolls out sales strategy and tracks market share and gross sales to ensure that the region delivers the channel targets
- Plans and oversees activities aimed at expanding the distributor base to achieve and exceed AUM and Market Share
- Drives activation and empanelment of IFAs to achieve higher sales volumes
- Drives higher loyalty up gradation in the privileged club for IFAs
- Engages with NDs to ensure activation of dormant relationships and addition of current relationships
- Partners with Banks to ensure ongoing sales growth ensures positioning of BSLAMC as a preferred and most trusted AMC
- Facilitates segmentation within the respective channels to adapt different strategies for catering to various distributors
- Meets distributors on a regular basis and identifies potential ones to be earmarked for higher business opportunities
- Disseminates updates and other product related information to respective channels on time




- Drives distributor engagement programs for respective channel
- Ensures that publicity material and other literature are provided to distributors on time
- Works closely with the BD team to provide feedback from the market and follows up on action plans set out by the BD team
- Designs and implements various events, contests and promotional activities to ensure visibility within the distributor community from a BD perspective
- Ensures that all statutory regulations related to information sharing, application processing & publicity are complied with
- Ensures AMFI Certification of team members is updated within stipulated time
- Furnishes relevant sales reports to Regional & Zonal Head
- Ensures that sales portal is up-to-date with requisite information provided by RMs
- Provides regular guidance and develops capabilities of team members through regular feedback sharing
- Evaluates consolidated reports and monitors performance of RMs on weekly basis and takes corrective measures for any deviations from required achievements

📌 Channel Head, Retail Sales (Bengaluru)
🏢 Sun Life
📍 Bengaluru