Job Purpose
- Liasoning with Product Teams to intimate new product empanelment and increase SoW (present appropriate products across all product categories)
- Initiate the Due Diligence process requiring inputs from all internal departments for empanelment for recent products and attain timely product approvals involving the following activities
- Liasoning with Fund Management for product related information, arranging Fund Manager Meetings with Product Teams for constant product updates interaction with operations team on transactions, internal sales team to provide them with timely updates on a daily basis
Post sales activity
- Liasoning with BND team members, Managing monthly brokerage/ transactional related queries, organizing calls with FMs Banks and providing monthly updates to Banks Product Sales team-Internal.
MIS Reporting
- Ensure systems in place to deliver the desired output for meaningful analysis and actionable sales focus points; Driving the sales force with proper MIS data for a targeted Mission and Vision of the company; Support team in the review,
analysis resolution of issues client requirements.
Key Responsibility Areas
Increase in Market Share
- Target vs. achievement against the AUM, Market Share, SIP Gross Sales, Equity Balanced Net Sales target for the Channel
- Help the sales team to maximize business through Top Channel partners
- Focus on Developing New markets from the existing centers.
- Support sales in Geographical channel expansion
- Increasing awareness of different Product Sales strategies among the channel partners
MIS Reporting
- Providing relevant sales reports and allocation of annual targets to the Regional Heads National Accounts Mangers.
- Driving the sales force with proper MIS data for a targeted Mission and Vision of the company.
- Product Empanelment for all the advisory houses and competition intelligence
- Video Conference/conference call/Review meetings/Field visit with FM/Product Team/Due diligence/ Channel partner
📌 Relationship Manager (Chennai)
🏢 UTI Asset Management Co (UTI AMC)
📍 Chennai
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