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 dynamic market conditions

Ensuring that all service related issues of investors are sorted out within a quick turnaround time

Key Result Areas

KRA (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 current SIPsKRA2Distributor 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 partnersKRA3Reporting 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
🏢 Financial services
📍 Ahmedabad