Accountability
Supporting Actions
Achieving and exceeding AUM & Market Share targets through targeted sales activities
- -Driving sales of different products by keeping regular connect with all the distributors at all important levels (senior mgt and branches)
- -Trainings/ presentations of products
- -Events, contests to push sales
- -Conducting distributor engagement programmes

Managing and maximizing business from Client Relationships through prompt service
- -Meeting distributors on a regular basis
- -Disseminating updates and other product related information timely
- -Effective and timely after sales support
- -Database Maintenance & updation to ensure effective communication

Undertaking Business Development activities including marketing support to clients/distributors
- -Provision of publicity material and other literature to distributors on time
- -Designing & implementing various events, contests & promotional activities
- -Coordinating for the product’s advertisements in publications and literature produced by the distributors.




- -Ensuring visibility in the branches of distributors through different mediums.

Monitoring Compliance to enable high alignment with systems and practices
- Ensuring that all statutory regulations related to information sharing, application processing, & publicity are complied with.

Planning and overseeing activities aimed at expanding the distributor base to achieve business results
- -Activation of dormant relationships
- -Empanelment of new distributors and initiating business with them

Managing and monitoring team members for better productivity
- -Facilitating regular training, guidance and development of team members
- -Ensuring AMFI Certification of team members
- -Monitoring performance of RM’s on monthly basis and take corrective measures if achievement deviates from the required achievements.

Providing relevant reports to management
- -Furnishing relevant sales reports to Regional & Zonal Head

📌 Channel Manager- IFA (Delhi)
🏢 Financial services
📍 Delhi