Job Purpose

This role is responsible for managing a set of relationships, acquisition of new relationships and driving achievement of the sales target expected from the relationships.

Job Context & Major Challenges

Job Context & Challenges:

Key Challenges for the role are as follows:
Creating top-of-mind recall for BSLAMC schemes from extensive bouquet of products available with distributor base
Constant updation of market information about distributors and knowledge of trends and information in very agile market conditions
Ensuring that all service related issues of investors are sorted out within a quick turnaround time

Key Result AreasKRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)
KRA1Retail Sales ExecutionDrives ongoing sales from the defined relationships and contribute towards regions achievements
Obtains and analyzes information from market to identify new 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 new SIPs
KRA2Distributor Empanelment & EngagementConducts 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
KRA3Reporting and complianceEnsures 100% compliance with internal reporting & audit systems
Provides weekly reports, to 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

📌 Sr. Relationship Manager - Ahmedabad (India)
🏢 Financial services
📍 India