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 robust 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 current 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
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