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:
- 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
Accountability
Supporting Actions
3) Principal Accountabilities
Retail Sales Execution
- Drives ongoing sales from the defined relationships and contribute towards regions achievements
- Obtains and analyzes information from market to identify recent 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
Distributor Empanelment & Engagement
- Conducts 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
Reporting and compliance
- Ensures 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
4) Relationships:
Relationship Type
Frequency
Nature
Internal
- Channel Head