J
Key Result Areas
Supporting Actions
Retail Sales – Both gross sales & net sales & SIP numbers
Drives ongoing sales from the defined relationships and contribute towards regions achievements
Obtains and analyses 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 number of new SIPs.
Distributor Empanelment & Engagement
Identify IFAs/Banking partners who have the requisite 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
To achieve the targeted number of current SIPs
Focus on the unique offering in this segment to maximize sales.
To communicate and educate the distributors about its advantages and potential as a tool for wealth creation.
To ensure that the targeted number of new investors (folios) is added
Ensuring that maximum existing investors of all IFAs are investing with us.
To support IFAs in recent initiatives to help them increase their client base.
Reporting and compliance
Ensures 100% compliance with internal reporting & audit systems
Updates sales portal with requisite information to facilitate information collation and analysis