Job Summary

Relationship Manager Generic JD Job Purpose: Achieving the Sales Targets, maintaining & Increasing Market Share through incremental Sales & current market development and ensuring highest level of Service standards channel partners & their customers at the branch level.

Responsibilities
Retail Sales Execution: Drives ongoing sales from the defined relationships and contribute towards regions achievements
Obtains and analyzes information from market to identify recent 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 amount of current SIPs
Achieving sales targets and increasing market share of branch vis a vis industry.
Distributor Empanelment & Engagement: 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




Managing and maximizing business from Client Relationships through prompt service.
Reporting and compliance: Ensures 100% compliance with internal reporting & audit systems
Provides weekly reports to BM, Regional Heads and Channel Heads
Updates sales portal with requisite information to facilitate information collation and analysis
Undertakes installation of advertising and publicity materials for brand visibility

Knowledge & Know How
Candidate is expected to have general understanding of market knowledge & macroeconomics.
Broad understanding of fical products & investment options
Complete understanding of mutual fund industry and type of products AMC offers
Fundamentals of fical planning
Sound knowledge on investment planning
Basic understanding of regulatory framework
Basic excel

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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