Key Result Areas ( Max 1325 Characters)

Supporting Actions ( Max 1325 Characters)

Retail Sales Execution through channel partners

Drives ongoing sales from the defined relationships and contribute towards regions achievements
Obtains and analyzes information from market to identify current clients, makes direct pitches, liaises with channel partners to increase sales
Profiles partners 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

Engagement

Conducts regular meetings and contact with the Bank counters
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

📌 Relationship Manager (India)
🏢 Aditya Birla Capital
📍 India