• Responsible to drive the entire Business Development for Retail Channel - Wealth Counters / Private Banking Channel / IFA/ National Distributors for the Region.
• To build, develop & enhance relationships the Retail Channel
• Setting up and managing the network of All Channels in the Region,
• Develop, implement strategy to achieve planned growth objectives for their channel.
• Develop, execute and manage retail strategy and tactical business plan, considering the market opportunity/growth potential, competitor activity, existing capabilities and risk appetite
• Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.
• Assume full accountability for all aspects of sales in their respective channel
• Help in communicating a strong and vibrant brand
• Ensuring increase in Market share in their respective channel business.
• Liaising with his distributors /banks / institutions depending for selling / targeting specific schemes as identified by the Business Head.
• Primary responsibility of a Relationship Manager is selling SBIMF products at the location and areas in and around the identified location and Relationship Building for generating sales.
• Prospecting of customers through Recent client acquisition, network, database, References and open market.
• Building and maintaining healthy business relations with customer, enhancing customer satisfaction & securing repeat business.
• To penetrate all targeted key accounts and originate upselling opportunities
• Ensure adherence to sales processes and requirements.
• Achievement of monthly, quarterly & yearly business plan.
• Channel Development & networking skills for achieving Channel Sales
• Comply with and promote adherence to the organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements.