1) 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.

2) Job Context & Major Challenges: (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone)

Key Challenges for the role are as follows:

1. Creating ‘top-of-mind’ recall for BSLAMC schemes from extensive bouquet of products available with distributor base
2. Constant updation of market information about distributors and knowledge of trends and information in very dynamic market conditions
3. Ensuring that all service related issues of investors are sorted out within a quick turnaround time

3) Principal Accountabilities

Accountability

Supporting Actions

Retail Sales Execution

1. Drives ongoing sales from the defined relationships and contribute towards regions achievements
2. Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales
3. Profiles distributors and caters to their requirements to ensure ongoing business from them
4. Ensures targeted number of folios are added and achieves targeted amount of new SIPs

Distributor Empanelment & Engagement

1.



Conducts regular meetings and contact with the distributors
2. Undertakes empanelment and activation of distributors
3. Disseminates updates and other product related information in timely manner
4. Organizes and executes trainings and engagements for partners

Reporting and compliance

1. Ensures 100% compliance with internal reporting & audit systems
2. Provides weekly reports, to Regional Heads and Channel Heads
3. Updates sales portal with requisite information to facilitate information collation and analysis
4. Undertakes installation of advertising and publicity materials for brand visibility

4) Relationships:

Relationship Type

Frequency

Nature

Internal

1. Channel Head

Daily

Strategy, Discussions related to Daily Sales Numbers/MIS

Escalation of service issues or any other pending issues

1. Branch Manager

Need based

Sales and service support required at branch level

1. Operations and Customer Service

Daily

Effective and timely application processing, high quality after sales services, and MIS for tracking the business

External

1. Channel partners and clients

Daily

Discussions related to new and existing products, market updates, pricing and schemes, advise and resolution on service related matters.

📌 Senior Relationship Manager - MFD (India)
🏢 Financial services
📍 India