Job Purpose
To serve as a single point contact to the Institutional Sales Team for any service related issues. To function as a link between the team and inter department personnel (i.e customer service, operations etc). Actively engage in channel partners specially with Wealth Counters and help the team to focus on their major role and also enhance investor relationship .
Job Context & Major Challenges
Key challenges –
1.Servicing multiple Channel heads could call for high degree of multitasking and may result in time constrain in meeting expectations of clients/distributors.

2.Unavailability of relevant information on time.
Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Providing necessary information/ reports to Channel Partner and TeamTimely meeting Team and Channel Partner requirements.
Occasionally Visiting Key Service RM of Private Banks and Wealth CounterKRA2Maintaining a proper correlation between Team and Distributors. Dispatching mailers, forms, fact sheets, brokerage structure etc..



Keeping the distributors informed about any changes or new developments of the AMCBuild internal channel, distributors. Provide structured feedback for recent products & service ideas. Performance Updates, Analysis, mailing and dispatches, database maintenance.
Preparing MIS for Entire Karnataka Region and sharing the same with Channel Head and Branch ManagersKRA3Preparing reports for the business development function like RM Wise Weekly Sales Tracker for Region , Sales MIS, Expense Tracker for Region

Preparing Reports for the team like Daily performance and Daily Inflow/OutflowEnsure to submit reports on time and accurately. Thus helping the team understand the performance at individual levelKRA4To act according to compliance & regulator procedures.Adhere to the compliance & regulator procedures always.KRA5Actively interacting with the Internal Team, distributors, RO, HO and CAMS for issues related to broker mobilizat

📌 Sales Support Executive (Maharashtra)
🏢 Financial services
📍 Maharashtra